How to create a new Security Group

Security groups can be created in HealthTrack, allowing for a specific set of permissions to be assigned to multiple users with the same role at once.

1. Navigate to Admin > Security > Security & Permissions.
2. In the bottom left-hand side of the HMS Security Groups Manager screen, select 'Groups' and select the Create New Group button that appears.

3. In the 'Create New Group' pop-up, select 'Standard Group'.

4. Name the Group accordingly (i.e. Admin), and select Ok .
5. In the HMS Security Groups Manager screen, tick the 'Show Permissions' check-box and select the newly created group.
6. Assign the relevant permissions to the group via the 'All Permissions' tab.

Assigning the New Group to Users

1. In the bottom left-hand side of the HMS Security Groups Manager screen, select 'Users'.
2. Choose the specific user and, under the 'All Groups' section.
3. Right-click and select 'Assign Group'.