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Security groups

Security Groups are a defined set of secure functions or permissions that control what the user can see and do within SmartGov. There are default security groups already set up in your account that are based on common needs for roles in the jurisdiction. You can modify the secure functions for these security groups or create new security groups as needed. In order for a user to have the permissions associated with the Security Group, the Security Group must be added to the User Account Detail.

Modifying a security group

  1. Click on Administration in the navigation menu, then select Department/User Setup.
  2. Select Security Groups.
  3. Click the Security Group to modify.
  4. If you need to remove a secure function from the list, click the trash can icon ().
  5. To add a secure function, click Add.
    1. Begin typing or click the magnifying glass icon () to select a Function.

 

       Bright Idea: 

SmartGov has built in protections for PII and maintains high levels of storage encryption for data that is defined as sensitive information. To provide your Security Group with permissions to access sensitive data, select one of the following functions: 

  • Attribute.Contact.SensitiveData - Allows users to view contact attributes containing sensitive data
  • Submittal.HasSensitiveData - Allows the user to view/download a submittal when the submittal type is flagged as having sensitive data
  • Submittal.ConfigureSensitiveData - Allows the user to configure a submittal type as having sensitive data

 

  1. Check the permission boxes to give users in this security group the appropriate access to the specified function.
    1. None: The Security Group will not be able to access this function.
    2. Read: The Security Group will be given read-only access to this function.
    3. Update: The Security Group will be given the ability to read and update records for this function.
    4. Create: The Security Group will be given the ability to read and create records for this function. *Note: This does not give access to update existing records. In order to give the ability to update records, you must also check the Update box.
    5. Delete: The Security Group will be given the ability to read and delete records for this function.
    6. Full: The Security Group will be given the ability to perform all actions for this function. *Note: Checking this box will automatically check the boxes for Read, Update, Create, and Delete for this function.
  2. To delete the Security Group, click Delete at the bottom of the page. *Note: A Security Group that is assigned to any users cannot be deleted. You must remove the assignment from the user before deleting.
  3. To inactivate the Security Group, click Inactivate at the bottom of the page.
  4. Click Save to finalize all changes.

 

Adding a security group

  1. Click on Administration in the navigation menu, then select Department/User Setup.
  2. Select Security Groups.
  3. Click the Create Security Group button.
  4. Enter a Name and Description for this Security Group.
  5. To add a secure function, begin typing or click the magnifying glass icon () to select a Function.
  6. Check the permission boxes to allow the users in this Security Group the appropriate access to the specified function.
    1. None: The Security Group will not be able to access this function.
    2. Read: The Security Group will be given read-only access to this function.
    3. Update: The Security Group will be given the ability to read and update records for this function.
    4. Create: The Security Group will be given the ability to read and create records for this function. *Note: This does not give access to update existing records. In order to give the ability to update records, you must also check the Update box.
    5. Delete: The Security Group will be given the ability to read and delete records for this function.
    6. Full: The Security Group will be given the ability to perform all actions for this function. *Note: Checking this box will automatically check the boxes for Read, Update, Create, and Delete for this function.
  7. Repeat this process to add any secure functions as needed for this Security Group.
  8. Click Save.