Security Groups

all about security groups a security group is a designated group of users who have permission to see specific contracts or features in shi one security groups must be set up in order to complete the onboarding process admins can create and assign permissions for specific contracts to different security groups admins can add new and existing users to security groups users must be assigned to a security group before they can view any data in shi one admins can view and access all data in shi one by default all users must be assigned to a security group in order to submit support requests users can only submit requests for the contracts, permissions, and accounts associated with their assigned security group(s) admins can designate a security group manager for each security group; that security group manager can add existing users to that specific security group admins and security group managers will be notified about any security group configuration issues that may lead to users being unable to submit support requests clicking on the notification will bring you to that security group's page if a user cannot see data in shi one, it means they have not been added to a security group users can only view data for the contracts, permissions, and accounts associated with their assigned security group(s) security group setup only admins can set up security groups step 1 creating a security group click on settings > security groups if needed, s croll down to the bottom of the page and click enable security groups on the options column, click the blue + icon enter a name for that security group click create step 2 adding contracts after hitting create , click on the new security group go to the contracts tab click +add contracts in the add contracts pop up, s elect the contracts in the left column that you want to assign to this security group click the > arrow to move those contracts to the right column click add contracts to save your selections step 3 setting permissions click the blue gear icon to the right of each contract and choose which request categories for which users will be allowed to submit support requests select the specific subscriptions/accounts in the left column that this security group will access click the > arrow to move those subscriptions/accounts to the right column click save click on the permissions tab and check/uncheck the permissions that will be granted to users in this security group step 4 adding users to security groups adding existing users click on the users tab click +add users on the right in the same way you added contracts, select users in the left column and click the > arrow to move them to the right column click add users to save your choices determine each user's permissions by assigning them the manager or member role the default role is member role permissions are detailed in the roles section below removing users you can remove users from a security group at any time by clicking the trash can icon to the right of their name