# Managing Security Groups
# Create a Security Group
To create a new security group, click the Create button. This will open the following dialog window.
Enter a name and a description for your new Security Group. Both these fields are required.
Assign roles to your group on this window.
# Assign Roles
Role | Description |
---|---|
User Manager | Has permission to manage security groups and Users |
Integration Manager | Has permission to manage integration settings – transforms, rules, value mapping functions. These are available as menu items. |
Document Capture | Has permission to capture documents and manage document templates |
Account Coder |
|
Approval Chain Manager |
|
Profile Manager | Has permission to manage the company profile |
Document Manager | Has permission to manage documents on the My Documents page |
Approval Manager |
|
Approver |
|
Supplier Code Manager | Create and assign supplier codes for approval documents assigned to them if in Pending Coding, Pending Approval, Rejected statuses |
Click Save or Cancel.
# Assign Users to the Security Group
To assign members to the group, click the Assign User button. A window will be displayed where you can search for a User or enter one. Click Assign or Cancel.
# Unassign Users From the Security Group
To unassign Users from a security group, select the ellipses on the right side of the User, and select Unassign.