Security Groups control access to Items, Item Reports and Attachments. See how to create and update groups.
Security groups allow you to control who has access to what information within Resolve. If you apply confidentiality using the security groups then only those users in that group plus the person who created the item or attachment will have access within the Resolve Admin Portal. Important to note this will not impact users access to published documents via the Boardview portal (Councillors and executive staff).
Security Group options
Setting | Explanation |
Group Name | This is the group's internal name |
Notes | This is where you can add additional details about this group. Only admins will see this |
Hide in List | This allows you to hide the group so it is no longer active |
Public Portal | This controls the publishing behaviour of files that are assigned this security group. Checking this box will mean files with the confidentiality applied will be published to the public portal. |
Board Portal | This controls the publishing behaviour of files that are assigned this security group. Checking this box will mean files with this confidentiality applied will be published to the Board portal. |
Internal | This controls the publishing behaviour of files that are assigned this security group. Checking this box will mean files with this confidentiality applied will be not be published to either the public or Board portal. |
How to create a new group
From Resolve click on your name and go to site settings.
Under Users and Security select Security groups.
From here you can see all your existing groups and their settings.
Complete the fields with the appropriate settings then select Update
Once you have created the group you can now assign users access to it.
Select the User button.
Then select the users to give access either one at a time or select all staff to give all users access to the group.
To remove a user from a group select the User button and remove the user from the list and select save.