Use security groups to configure what navigation your users can view and access within FLOW. Initially, your company will have three default security groups which can be edited or supplemented as needed to match your organization’s security needs. The default security groups are Administration, Cashier, and Regular. Each security group has role assignments. Role assignments grant access to FLOW navigation.
Each user must be assigned to a security group. Changes to a security group's settings will alter which areas those assigned to that group are able to view and access.
ACCESSING SECURITY GROUPS
Once logged into your PDCflow system, select the ACCOUNT tab at the top of the page and click SECURITY in the dropdown menu. From the Security Management page you can add and edit security groups and see which users are assigned to a security group.
ADDING A NEW SECURITY GROUP
You can add a new security group by clicking the “Add a new security group” button. From the “Add a new security group” page you will name the group and assign the roles the group should have. When you’re done, click the “Save security group” button.
VIEWING A SECURITY GROUP AND EDITING ASSIGNMENTS
To edit an existing security group, click the edit icon (pencil) for the security group. In the Edit security group page you can view and edit the assigned roles. Click the “Save security group” button when you are done.
DELETING A SECURITY GROUP
To delete an existing security group, click the delete icon (trash can) for the security group. Then confirm that you want to permanently delete the security group. Note that there must not be any users assigned to the security group in order for it to be deleted.
VIEWING A SECURITY GROUP'S ASSIGNED USERS
To see what users are assigned to a security group, click on the number of users listed in the Assigned Users column. A page listing all users will then be displayed.
Still Need Help?
Please reach out to our Customer Success team via email at: firstname.lastname@example.org for further assistance.