To change the default permission group for employees:

1. In the organization’s account, navigate to the Permissions module
2. Select a permission group
3. In the “Details” tab, select Make Default Employee Group
4. Click Save Group Details

This will override the current default permission group and automatically assign this permission to all new employees.

It is recommended to keep Admin permissions to certain users who need complete access. Inside each permission group, there are lists of permissions categorized by each module.

To view all of the permissions enabled in the Admin Permissions group:

1. 1. Navigate to the Permissions module using an Admin account
   2. Click the Admin system permission group
   3. Click the Permissions tab to view all the permissions enabled to this group
   4. The Admin account will have every permission available, except for certain functions only organization accounts are able to perform, and certain Human Resources module permissions
      • Click here to learn more about the differences between admin and organization accounts

Click here to learn more about permissions.

To view system permission groups:

1. Navigate to the Permissions module
2. Click the System button on the top of the permissions page
3. Click any system permission
   • The Details tab displays the type of access granted by the system permission group selected
   • The Permissions tab displays specific permissions enabled under each module, for the system permission group selected
   • The Users tab displays all of the active users assigned to the system permission group, and allows you to add more users to the group
     • Clicking Show Inactive will reflect the total amount of users in the group, which is the number next to the permission group in the “Permission Groups” screen. (As seen in the images below)
       • In the “Users” tab, the number next to “Current Group Users (Showing x Users)” will then change to reflect all users in the group.

Click here to learn more about system permission groups.

Click here to learn more about the permissions available under each CentralReach module.

To create a custom permission group:

1. Navigate to the Permissions module
2. Click + New Group on the top right-hand side of the page
3. Click Name to enter a permission group name
4. Click Description to edit the description of the group
5. Click Save New Group
6. On the Details tab, click Make Default Employee Group to automatically assign this permission to all new employees added to CentralReach
7. Click and complete the Permissions tab
   • Click each module and select the permissions to be granted by the group
8. Click and complete the Users tab
   • Enter the employee name to be assigned to this permission group and click enter or click Browse all employees not yet added to “Group name” to display a list of all your employees
   • Select who needs to be added to this group
   • Click Add Selected

Click here to learn what is a custom permission group.

Click here to learn more about permissions.

The easiest way to create a custom permission group is to duplicate and edit a system permission group with similar access rights as the custom group you need to create.

To create a new custom permission group by duplicating a system permission group:

1. Navigate to the Permissions module
2. Click the System button on the top of the permissions page
3. Click the system permission group you want to duplicate
4. In the Details tab, click Duplicate This System Template
5. The duplicated permission group will be shown and titled Copy of “Name of the original template”
6. Complete the Details tab
   • Click Name to enter a permission group name
   • Click Description to edit the description of the group
   • Click Make Default Employee Group to automatically assign this permission to all new employees added to CentralReach
7.  Click and complete the Permissions tab
   • Click each module and select/edit the permissions to be granted by the group
8. Click and complete the Users tab
   • Enter the employee name to be assigned to this permission group and click enter or Browse all employees not yet added to “Group name” to display a list of all employees
   • Select who needs to be added to this group
   • Click Add Selected

The organization account, or a user with the proper permission, can edit the permissions granted to employees under a custom permission group.

To edit the permissions granted in a custom permission group:

1. Navigate to the Permissions module
2. Click the Custom button on top of the permission groups, to filter all of the custom groups you can edit
3. Click the permission group you want to edit
4. Click the Permissions tab
5. Click the module or feature you want to edit permissions from:
   • To grant a new permission to employees in the group, click the gray x button on the right-hand side of the permission to turn it into a green checkmark
   • To remove the specific permission from the employees in the group, click the green checkmark to turn it into a gray x button

To review and edit an employee’s permission:

1. Navigate to the Permissions module
2. Click the Review Employee Permissions button on the top of the permissions page
3. Enter the employee name
4. The list of modules will be displayed
   • A green checkmark icon indicates the user has all of the permissions available within the module enabled
   • A gray checkmark  icon indicates the user has some of the permissions available within the module enabled
   • A gray x bubble icon indicates the user does not have any of the permissions available within the module enabled
5. Click each module to expand the module’s permissions list
   • Under the Contacts tab, Access should have a green checkmark icon, allowing employees to view their Dashboards
6. Click  View Group Membership
   • Two columns of permission groups will be displayed:
     • “Employee name” has permissions via: list of groups through which the employee has the specific permission enabled
     • Groups with this permission: list of other groups that have this specific permission enabled
   • Click any of the groups listed to be redirected to the permission group and add or remove employees included in the group

To add or remove employees from a permission group:

1. Navigate to the Permissions module
2. Click the permission group you want to add or remove employees from
3. Click the Users tab
4. To add employees to the group:
   • Enter the employee name to be added to this permission group and click enter, or Browse all employees not yet added to “Group name” to display a list of all of your employees
   • Select who needs to be added to this group
   • Click Add Selected
5. To remove employees from the group:
   • Click the trash can  icon next to the employee(s), to remove them from the group