Security Group Categories

System administrators can use Security Group categories to:

• Create or remove categories
• Rename categories
• Add or remove security groups from categories
• Add staff users to one or more security groups

20.6 and later.
You can assign document template security rights at the category level and then adjust security settings at the document and section level, as needed.

Create a New Category

1. Choose Administration, then Security.
2. Click More, then Edit Categories.
3. From Select Category, choose New Category.
4. Enter a Name.

5. Select the groups you want to add to the new category. Uncategorized groups appear first, followed by categories created in your district.

6. Click Add Groups Checked Below to Selected Category. The new category is added to the end of the list.

Add a Group to an Existing Category

1. Choose Administration, then Security.
2. Click More, then Edit Categories.
3. From Select Category, choose the category.

4. Select the groups you want to add to the category. Uncategorized groups appear individually.

5. Click Add Groups Checked Below to Selected Category.

Manage Categories

1. Choose Administration, then Security.
2. Click More, then Edit Categories.
3. To modify or delete an existing category, expand the required category.
   • To rename a category, click Rename. Enter a new Name, then click Rename As.
   • To remove groups from a category, select the required groups, then click Remove Groups Checked Below From Category.

   • To delete a category, click Remove Category. Click Ok.

     

     Once a category is deleted, groups within the category are listed as uncategorized.

Add Multiple Users to Categories

1. Choose Administration, then Security.
2. Click More, then Bulk Assign Users to Groups.
3. Select the security groups category.
   
4. Select the required security groups.
5. Search for staff by ID, Last Name, or First Name within Quick Search. Alternatively, click Advanced Search, select multiple staff users using a single formula, then click Quick Formula. Enter a formula to specify the criteria of the profiles that you want to select.
6. Click Search.
7. Select the staff you want to add.
8. Click Save Changes.