These are very high level steps about creating a security group. We recommend that prior to setup you plan out your firm's security structure.

1. Open Dashboard
2. Click Application Links. 
3. Under Staff, click Staff Manager.
4. Under Views on the left, click Security.
5. Click Security Groups under the Security heading. 
6. Click New on the ribbon.
7. Click General.
8. Enter the name and description of the security group and select the application of rights in which the rights of the security group will be applied. 
9. Click Functional Rights.
10. Select the functional rights that the assigned staff members need. 
    • Undefined. The functional right has not been assigned.
    • Grant. The functional right is allowed.
    • Never allow. Restricts all functional rights, including any inherited access. When selected, this option prevents users assigned to the security group from performing this function even if the same users are members of another security group or assigned a role that has been granted that permission.
11. Click Assigned Staff.
12. Assign staff to the security group.
13. Click Save & Close to exit. 

Click for more information about planning and setting up security for your firm.