The Security setup page allows you to control Permission Groups and make changes to:
- Permissions per Permission Group
- Give different types of Menu access to Permission Groups
- Manage Members of a Permission Group
Note: It is important to take care when working with permission group set up, as this can have a significant impact on the use and access of your system. Please contact Support if you are unsure.
Head over to Settings > Security to view the Permission Groups area.
Note: Permissions work in layers. If an employee is listed in two or more permission groups, the employee will always receive the highest level of access/permissions of all the permission groups they belong to.
I.e. if an employee is a member of the 'Manager' permission group and the 'Everyone' permission group, the permission within a group giving them the "higher" permission (Change > View > None) will apply.
Under you can set specific permissions for each permission group.
More detail for each column and row is explained in this article: Security and Permissions Setting
Menu accessYou can give certain permission groups different access to Menu options in Flare by selecting the 'Menu access' tab.
Select the Members tab to add or remove individual employees under 'People', make changes to 'Work groups' or give access based on the 'Legal entity'.
If your Flare account is set up with multiple entities, you may choose specific entities that this permission group applies to.
To check who is a member of a group, click 'Show members'.
Don't forget to click Save