Managing User Groups and Security Options

This guide provides step-by-step instructions on managing user groups in Persimmony, including accessing the security module, modifying user group permissions, and adding new user groups.

Accessing the Security Module

To manage user groups in Persimmony, you need access to the Security module. If you do not see the Security option, contact your administrator to grant you access.

Navigating User Groups

  1. Open the Security Module:

    • Select the User Group icon.

  2. View Default User Group:

    • By default, you will see the user group to which you belong.

  3. Switch Between User Groups:

    • Use the User Group Dropdown to select a different group.
    • Once selected, you can view and modify permissions or features specific to that group.

Modifying User Group Permissions

  1. Understand Permissions:

    • Hover over the Question Mark Icon next to any toggle button to see a description of what that permission controls.

  2. Example:

    • The Show Portal Send toggle allows users in the group to access the "Send Intake" option.

  3. Adjust Permissions:

    • Use the toggle buttons to enable or disable specific permissions for the selected user group.

Adding a New User Group

  1. Click Add:

    • Select the Add button followed by + Group.

  2. Define Group Settings:

    • Configure permissions, applicable programs, and features for the new user group.

  3. Manage Programs:

    • Add or remove programs available to the user group based on their role and responsibilities.