Security Groups

Note: This content applies to users managed by security groups. If you instead manage a user's security by their roles, see Roles.

Security groups contain users who perform similar tasks and are used to assign permissions to those users based on their similar needs. We recommend you regularly review security groups to ensure they're appropriate for your organization. All users must belong to a group to become active. To view your security groups, select the Security groups list from Security in Control Panel. For each group, you can view its name, number of users, and whether it can access Control Panel. To view more details about a security group, select its name to open its record.

Tip: The security groups in the web view also appear in the database view. To add or manage security groups in the database view, select Admin on the Raiser's Edge bar and then Security.