Managing Security Group Users

This article is a guide on using Security Groups. 

This guide contains the following:

• What are Security Groups?
• Adding a Security Group to a contract
• Managing Security Group users

Relevant links

• Adding and Using Tags
• Understanding roles and permissions in FastDraft

What are Security Groups?

Like Areas and Hubs, a Security Group is a way to group your contracts. This can potentially help keep tabs on activity in a particular Security Group and the contracts within that Security Group. Reports can be run by Security Group.

A Security Group can be created by Admin users on the platform, and a number of other ways, for example, automatically from an API call or an API integration, importing in bulk via our API.

Add a Security Group to a contract

Each contract can be assigned to a Security Group, which can be an area or department depending on the needs of your organisation. 

Security Groups are assigned at a company level - to assign a particular contract, it will need to be a contract of which that particular company is a user. 

See below on how to do this:

In the left-hand side navigation panel, select 'Contract Overview'.

Add the Security Group as a tag in the overview, as below:

Once you have assigned a contract to a particular Security Group, this contract will appear in all reports generated around this Security Group. 

Users who are assigned to this Security Group will also be able to view the contract in a read-only capacity. 

Managing Security Group users

Adding a User 

Security Groups are assigned at a Company level - to assign a particular user, they will need to be a user within that company.

Select the company the Security Group  is assigned to. On the left-hand side, under the company logo, select 'Security Group Users'

Under 'Add Security Group User', first select the Security Group you wish to add the user to, then select the user. 

Note: Users must already be assigned the role of 'View All Security Group' to appear in the dropdown list. 

Click 'Add User to Security Group'.

This user will now be able to see all contracts assigned to that Security Group in their contract register when they login, regardless of whether they are a registered user of that contract or not. 

Removing a User 

In order to remove a Security Group User from the Security Group, select Delete next to their name in the Security Group list.

If a user is deactivated before being removed from the Security Group(s), the user will automatically be removed from any Security Group Lists they were previously added to. If the user is re-activated, they will need to be manually re-added into any Security Groups Lists they were previously added to.