How to Set up Security Groups

Use security groups to configure what navigation your users can view and functionality they can access within your PDCflow account. Initially, a PDCflow account has three default security groups. All security groups—including these default ones—can be edited as needed to meet your organizational security needs. The default security groups are Administration, Cashier, and Regular. Each security group has role assignments. Role assignments grant access to Flow pages and functionality.  

Security groups are required: each user added to your PDCflow account must be assigned to a security group. Changes to a security group's settings will directly impact which areas users assigned to that security group have access to.

Accessing Security Group Management

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 and Editing a Security Group

To edit an existing security group, click the edit icon (pencil) for the security group. On 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. 

Related Article

How to Set up Users

Still Need Help? 

Please reach out to our Customer Success team via email at: support@pdcflow.com for further assistance.