Configure Group Permissions

Written by Nick Miles

Last published at: November 4th, 2019

Manage group access to the functional areas in CommunitySuite (such as Funds), and/or the specific features within each area (such as Funds - > Revenue Share).

  1. Select Groups from the Home page.
  2. Select the ID number desired user group.
  3. Click Group Permission.

    Permissions can also be copied from existing groups.

  4. Click the radio buttons to select from one of the three default permissions (None, View, and Full), or select the object name (e.g. Accounts, Budget, etc.) to create custom group permissions for each object.

    Default Group Permissions

    • None - no access.
    • View - read-only access.
    • Full - access to view and edit.
    • Custom permissions can be set from the permissions section within a specific functional area (e.g. Accounts, Budget, etc.)
  5. Click Save.
  6. Click List to return to the main Groups page.