Administrators can organize users with similar workflow requirements into groups. The permissions set for a group automatically apply to all member users. SoftPro Select comes with several preset groups to which Administrators can add users and permissions; custom groups may also be created. Follow these steps to set up custom groups:
- Access SPAdmin, then navigate to Security > Groups.
- Right click in the Groups pane, and choose New Group.
- Create and name new group. Note: You may choose to create either a Windows® group, or to input a name to create a Select group. If you choose the Windows® group option, you will be able to browse out to the Active Directory to search for and select a group.
- You may set various options for your new group by using the tabs on the group dialog (i.e.- General, Other, Members, Member Of, Permissions, Profiles, Roles, My Screens). You may restrict access to features to which the members should not have access. Every user added to the group will inherit the group's permissions.
- Select and add all users to be part of the new group. Users can belong to more than one group.
- After adding a user to a group, the user's properties may be accessed by right clicking their name under the General tab; their individual permissions may then be edited . Note: A user cannot be given access to a feature that the group permissions explicitly deny.
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