Assign Client Groups to a Role : Solution Center

Assign Client Groups to a Role Print

Modified on: Sun, Mar 3, 2019 at 2:19 PM

Use caution as you assign Permissions to Roles! Be sure each user assigned to a Role is on a Need To Know basis only. Remember: It is always easier to grant more access tomorrow than risk a privacy breach today! Learn more on Roles and Permissions here.

1. Click Agency Admin from the System Navigation Bar

2. Click the Permissions tab

3. Select the Role you wish to assign Client Groups from the list on the left

4. Click the Client Groups toggle

5. Select from the list of Available Client Groups which Client Groups you wish to limit this Role to have - by selecting Available Client Groups, you are establishing this Role to ONLY access selected Client Groups

6. If this Role has access to all Client Groups, leave Assigned Client Groups blank

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Assign Client Groups to a Role Print

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