Creating a Permission Group

Navigation: Settings > Permissions 

1. From the bottom navigation bar, click   
2. Click Permissions. The Permissions Groups Manager will display.
3. Click +Create. The Permissions Group Composer will display.
   
   
   
   
4. Group Name: Enter the name of the permission group 
5. Description: Describe the permission group so that other staff members will be able to easily identify it 
6. Click +Add Members. A list of staff members will display.
   
   
   
   
7. Check the box to the left of the Last Name field
   
   Tip: A staff member must have an active record status, and they can only be assigned to one permission group.
   
   
8. Click Add Staff
   
   
   
   
9. Click