Companies have the ability to create employee security groups and assign security roles to said security groups. Employees of the companies can then be assigned to groups and assume associated security roles.
Employee security groups are to be configured in the Basic Information administration section. Go to Administration > Basic Information > Security Groups tab. Add a group name and click Add.
Click the + button and select all permissions that should be added to the group. Once the permission is selected, it is removed from the list. When complete, either click Cancel or click out of the box.
You can also specify for which site a security group can be applicable. Click on the '+' sing next to the group, select one or multiple sites:
To add an employee to the group, go to Administration > Employees > click on an employee name > Group Membership tab. Choose the desired group name then click Add Group.
Note: if an employee is being added for the first time, a permission must first be selected (like account representative) then the employee can be added. This permission can be removed after the employee is created, though, then the security group can be added.
Users have the ability to create user groups based on skill (e.g. "ISO Certified Technicians") and assign these groups to various service levels and options. This limits the selection of technicians by service levels and service options.
Go to Administration > Service Capabilities > click on x service level(s) to open a service level. Click on a service level name and go to the Skills tab. Choose a group from the drop-down then Add. Multiple groups can be added.
By clicking on the people icon, you can see what employees are in that group. If there is a minimum number of people that must work on a certain service level, type the number in. When complete, click OK. The particular service level can now be worked on by only the selected group(s) with the minimum number of assignees (if set).