Permission groups control what areas of Neos staff members can access and what actions they can perform. Creating custom permission groups allows your firm to assign tailored access levels to different roles within your organization. A list of all permission groups can be found in the left pane of the Permission Groups Directory.
NOTE: Staff must have Add permission to Directories > Permission Groups to add new permission groups.
To create a new permission group:
Navigate to the Permission Groups Directory and click the + Add button in the left pane.
Enter the new permission group Title in the "Create new Permission Group" window and click Save. The new group will be added to the list of group names and sorted alphabetically.
Default Permission Groups
Neos contains the following default Permission Groups:
Administrator Role – All permissions are checked/granted by default and cannot be changed.
All Staff – Can contain all staff in your Neos.
Management Reports – Can contain the list of staff who should have access to Management category reports.
Standard Reports – Can contain the list of staff who should have access to standard reports.