Security Permission - How to grant permission to a user groups (affecting all users within the group)

You can assign permissions to a User Group, which will apply to all users within that group. Below is an example of how to grant Prior Year Permission to the "Legal Assistants" security group:

Steps:

1. Navigate to the Admin Sidebar and click on the User Groups icon.

2. From the list, select the Acumin User Group "Legal Assistants" and click Properties to open the Acumin User Group Properties form.

3. In the Acumin User Group Properties form, click the Permission button.

4. In the Permission Properties form, go to the Prior Year tab.

5. Check the specific permissions you want to grant to this user group.

6. Click Save and Exit to apply your changes.

Note:

For the new permissions to take effect, all users in the affected group must log out of the system and log back in.

Security Permission - How to grant a permission to a specific user

Security permission - User Administrator Rights

User Security Membership - Permissions and Special Report Permissions for Member Activity