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If you are set-up to carry out user management (self service) - the setup negotiators screen can be used to assign a user to a security groupgroups

From version 12.174+, two default Client Accounts security groups can be added, which are:

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Prior to this release, being able to assign a user to a the above two security group groups was only available by submitting a request to Reapit Support

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1. Access setup negotiators screen

From the main menu:

  • Click your name/office (top left)

  • Click Configuration and select Setup Negotiators
    The Negotiator and User Setup screen is displayed

2. Add negotiators to security groups

From the screen above:

  • Select required user on left and select Advanced tab (top right)

  • Under Security Group(s) field, click Add negotiator to group

  • Tick required groups and click Select
    The screen below shows the options available by default for the launch of version 12.174
    More security groups may be added to this in future

  • The Security Group(s) field shows the group(s) the user has been added to

Tip

Adding a user to a security group provides them with specific features and functions applicable to their role

3. Remove security group from a user

From screen shown above:

  • Select security group to remove and press delete (on your keyboard)

  • Click Yes to confirm

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If you are set-up to carry out user management (self service), the setup negotiators screen can be used to assign a user to a security group, rather than needing to contact Reapit Support to request this - from 12.174, two client accounts security groups can be added via this screen