Security Groups allow administrators to organize users into role-based groups with specific access rights.
This feature helps businesses ensure that employees only access the data and functions they need, reducing security risks and improving operational efficiency.
For example, you may create separate groups for Sales, Logistics, and Finance teams, each with different permissions.
Steps to Manage Security Groups
1. Navigate to Security Group
From the left-hand menu, go to System Settings > Security Group.
The screen will display existing groups (e.g., ADMIN).
2. Add a New Security Group
Click the + Group button in the top-right corner.
Enter a Group Name (e.g., "Sales Team").
Save the group.
3. Edit an Existing Security Group
Locate the group in the list (e.g., ADMIN).
Click the Edit (pencil icon) under the Actions column.
Update the group’s details (name, permissions, etc.).
Save the changes.
4. Assign Permissions (Web or Mobile)
Switch between the Web and Mobile tabs to configure permissions for each platform.
Ensure users in the group only see the functions relevant to their role.
Notes / Best Practices
Always review group permissions before assigning users.
Use descriptive names for groups (e.g., “Warehouse Staff” instead of just “Staff”).
Avoid giving full admin rights to multiple groups unless absolutely necessary.
Regularly audit group permissions as your business processes evolve.