Note: This type of administrator role is available on PLUS Enterprise accounts only.
About this feature: A Security Group is used to limit administrative access at the Enterprise level to a group of accounts in the Enterprise. These are frequently set up to mirror the Regions but they don’t need to be.
- Go to People, then click on “Security Groups” found in the sidebar under Administrators
- Click the [+] button in the “Security Group” header (or click the [+ New Security Group] button)
- Enter a Security Group name (maximum 100 characters)
- Select the Module(s) that will use the Security Group
- Select the Organization(s) that will be part of the Security Group
- Select whether or not administrators can view emails sent from any administrator or only view emails that they themselves have sent (default)
- Select whether or not administrators can view text messages sent from any administrator or only view emails that they themselves have sent (default)
- Select whether or not administrators can view note log entries logged by any administrator or only view emails that they themselves have sent (default)
- Optional: Enter a Description
- Click the [Save] button