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 note only admins can set up security groups 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 step 1 creating a security group in the left sidebar, navigate to settings > security groups first time users s croll down to the bottom of the page and click enable security groups in the options column, click on the plus icon (+) to create a security group a dialog box appears enter a name for the security group click create step 2 adding contracts after clicking create , click on the name of the security group you just created click on the contracts tab click + add contracts a dialog box appears s elect the contracts in the left column that you want to assign to this security group click on the right arrow > button to move those contracts to the right column click add contracts to save your selections step 3 setting permissions in the contracts tab, click the blue gear icon to the right of each contract a dialog box appears choose which request categories will be available to users in this security group select the subscriptions or accounts this security group can access in the left column click the right arrow button > to move the subscriptions or accounts to the right column click save click on the permissions tab check the box next to each permission that should be assigned to all users in the security group step 4 adding and removing users click on the users tab add a user click + add users a dialog box appears select the users in the left column that you want to assign to this security group click on the right arrow > button to move the users to right column click add users to save your selections select a role select the user's role in the drop down menu you can select either the manager or member role note the default role is member a manager has the ability to manage users, contracts, and permissions within a security group remove a user click on the trash can icon beside a user's name to remove them from the security group