# Managing Security Groups

# Create a Security Group

To create a new security group, click the Create button. This will open the following dialog window.

Enter a name and a description for your new Security Group. Both these fields are required.

Assign roles to your group on this window.

# Assign Roles

Role	Description
User Manager	Has permission to manage security groups and Users
Integration Manager	Has permission to manage integration settings – transforms, rules, value mapping functions. These are available as menu items.
Document Capture	Has permission to capture documents and manage document templates
Account Coder	Create, revise and delete distributions (GL account code, approval chain selection, description, amount) on documents that have been assigned to them if in Pending Coding, Pending Approval, Rejected statuses (All Approval Users can view the distributions) Reject documents that have been assigned to them if in Pending Coding or Pending Approval status Can send assigned documents to be re-coded by another coder if in Pending Coding status Can change the due date on assigned documents
Approval Chain Manager	Can reassign assigned documents for coding if in Pending Coding, Pending Approval, Rejected statuses Can cancel (discard) documents that are in Rejected status Can change the due date on assigned documents
Profile Manager	Has permission to manage the company profile
Document Manager	Has permission to manage documents on the My Documents page
Approval Manager	Has the Administration menu item Manage approval chains from the Administration page Manage account codes from the Administration page
Approver	Can reject documents and distributions assigned to them if in Pending Coding, Pending Approval statuses Can approve documents and distributions assigned to them if in Pending Approval status Can change the due date on assigned documents
Supplier Code Manager	Create and assign supplier codes for approval documents assigned to them if in Pending Coding, Pending Approval, Rejected statuses

Click Save or Cancel.

# Assign Users to the Security Group

To assign members to the group, click the Assign User button. A window will be displayed where you can search for a User or enter one. Click Assign or Cancel.

# Unassign Users From the Security Group

To unassign Users from a security group, select the ellipses on the right side of the User, and select Unassign.