Adding a New Permission Group

A list of all permission groups can be found in the left-hand grid of the Permission Groups Directory tab. Permission groups may be added if the user has been given Add permission in the Group Permissions tab grid for Directories > Permission Groups.

Adding a New Group

To create a new permission group,

  1. Click the Add button [snippet] on the Directory ribbon.
  2. Enter a new group name in the new grid row.
  3. Select the check box to make the group active.
  4. Click the Save button.

Once the new permission group has been created, you may choose which Staff should be assigned to the group and which permissions should be granted in Needles.

Copying a Permission Group

The Copy Permission Group feature allows you to copy the Selected Staff, Group Permissions and optional Case Type Access and Report Access tab permissions from one permission group to the current group. This is useful if you only want to make slight variations without having to manually select or deselect permissions.  

To copy permissions:

  1. Select the Group Name in the left-hand grid to which you want to copy permissions.
  2. Click the Copy button on the Header Band [snippet].
  3. On the Copy Permission Group window, choose the Permission Group Name from which you would like to copy permissions.
  4. You may also copy the Case Type Access tab and/or the Report Access tab permissions by selecting the corresponding check box.
  5. Click the OK button to copy the permissions.
  6. Review the copied permissions, and click the Save button to save changes.

To configure a permission group manually, you will need to select desired staff and permission levels for each area and function within Needles, as appropriate. Refer to Assigning Group Permission for more details.

Selecting Staff

The Selected Staff and Available Staff grids are displayed in the right-hand pane, above the Group Permissions tab and allow you to move available active staff into the Selected Staff grid making them a member of that permission group.

To add staff to a Permission Group,

  1. Select staff in the Available Staff grid (to select multiple staff use <Ctrl> + <Click>).
  2. Click the double left arrow button to move the selected staff to the Selected Staff grid. You can also use drag and drop to move the selected staff.

To remove staff from a Permission Group,

  1. Select the staff in the Selected Staff grid (to select multiple staff use <Ctrl> + <Click>).
  2. Click the double right arrow button to move the selected staff to the Available Staff grid. You can also use drag and drop to move the selected staff from one grid to the other.

Multiple staff may be added or removed at one time. The Selected and Available Staff grids can be collapsed using the arrow expander to save screen space and allow viewing of more rows in the permissions grid.