Security is, of course, very important when running a business. SalesPad Cloud provides users with highly customizable Security Groups to ensure that appropriate permissions are given to each user at your company. Securities are divided into categories and sub-categories, which contain permissions. Permissions within sub-categories are further divided by permission type.
Note: Organization owners will always have admin-level securities, even if the organization owner attempts to remove those securities for their own account (such an attempt will fail to save).
To get started, select Manage Security from the Settings menu.
To create a Security Group, click the Add Security Group button in the upper left-hand side corner the Manage Security window.
Name your Security Group in the New Security Group drawer that appears. To grant this security group admin-level security, toggle the Is Adminoption. Admin-level groups are able to edit securities for other groups and have access to setup screens throughout SalesPad Cloud.
Click Save & Exit.
Your new Security Group will now appear in the list of Security Groups on the left-hand side of the screen, and it will be highlighted to indicate that you are currently editing it.
To determine which features this Security Group has access to and which actions users in the group can take, first select the category from the list toward the top of the screen.
A list of sub-categories will appear below the list of main categories. By default, all permissions are enabled for all of the sub-categories (and by extension, for all of the categories as well). To quickly remove all permissions for all of the sub-categories, select All Disabled from the Status dropdown.
To edit individual permissions within a sub-category or remove all permissions for a sub-category, select the Edit button to the far right of the sub-category or All Disabled from the Status dropdown.
Selecting Edit will open a drawer that lists permissions for the sub-category. Permissions are divided into three types: Actions, Settings, and Tabs, and each permission has a short description written in gray below it. Sort through the different types and set permissions for your Security Group, then click Save & Exit to close the drawer.
Notice that each permission type has a Status dropdown to allow you to quickly allow or disallow all permissions in that type.
Note: Depending on what permissions you are editing, some of the permission types will not appear in the edit drawer because they do not exist. For example, the only type of permission available for the Integrations category is Actions.
To edit an existing Security Group, first select the Security Group from the list on the left-hand side of the Manage Security window.
Once you've selected the Security Group you want to edit, make permissions changes on the right-hand side of the screen, or click Edit from the menu on the right-hand side of the screen to change the name of the Security Group or to grant the Security Group admin privileges.
To speed up the process of creating Security Groups by copying permissions from a group you've already finished, make sure that Security Group is selected, then click the Menu button in the upper right-hand corner.
Select Copy. The New Security Group drawer will appear, and all of the permissions that you set for the previous group will already be set for this new group. Give the new group a unique name, then close the drawer to continue editing.
To import or export security settings for a Security Group, simply select the Security Group from the list on the left-hand side of the screen, click the Menu button in the upper right-hand corner, and select the appropriate option.
Importing and exporting Security Group settings is useful when operating multiple companies in SalesPad Cloud. If, for example, you wanted the same permissions for sales associates in Company A and Company B, rather than customizing that Security Group for both companies, you can create the Security Group once for Company A, export those settings, then import those same settings into Company B.
Users are assigned to a security group when you invite them to a company. This is done in the Manage Organization section of the Setup menu. To review how to do this, please reference our Manage Organization documentation.