Create an Access Group

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This article will show you how to set up a permissions group, otherwise known as an Access Group, in the Security Center.

Instructions

  1. Sign in to Recreation Management

  2. Navigate to the Security tab, then select Security Center:The main navigation section with the Security option expanded and the Security Center highlighted.

  3. Select the New Access Group button:The Security Center page with the New Access Group button highlighted for selection.

  4. Add the Access Group Name:The Access Group Options pop-up window with the Access Group Name field highlighted.

  5. Select Default Permissions from the drop-down menu:The Access Group Options pop-up window with the Default Permissions drop-down menu expanded and highlighted.

  6. To add members, click on User Lookup:The Access Group Options pop-up window with the User Lookup button highlighted for selection.

  7. Input the name or email into the search bar and hit Enter on your keyboard:The Name or Email field is highlighted on the User Lookup pop-up window.

  8. Click on a user to add them to the group:The User Lookup pop-up window in the Security Center with search results highlighted for selection.

    Note:

    You can only add one user at a time.

  9. To set the permissions for the group per location, expand the Locations menu and select a specific location. Otherwise, select all of the locations you wish the Access Group to be able to log in to/work out of. Click Add Selected Location to give the group access to the selected location or locations for your organization:The User Lookup pop-up window with the Add Selected Location button highlighted.

    Note:

    In addition to limiting where a user can log in to, limiting locations for an Access Group will limit the locations that are visible on the Facility Calendar. For Example, if a Group only has access to the Community Center, they will only be able to view the calendar for the Community Center.

    If you do not select a location, the access group members cannot use their permissions inside the internal system.

  10. Select the Save button:The Access Group Options pop-up window with the fields filled and the Save button highlighted for selection.

  11. You can now apply these Access Groups to Individual Users and Levels in Recreation Management