Group User Roles

You can create custom roles for users in your group administration site to control their access to various sections of the site. A default Administrator role is also available so that you can grant that level of access to additional users.

Create Custom Roles

1. Select Roles from the Administration menu in the administration site navigation bar
2. Click the New button in the upper-right
3. Enter a Name for the role
4. Set the desired permissions for the role
5. Click Save when finished

Permissions

Permission	Function
Advantage	Grants access to pages in the Succeed Advantage menu, The Succeed Solution, Manage Clients, and My Content Inbox
Content Distribution
Sales Resources	Grants access to pages in the Sales Resources menu
Clients	Grants access to additional pages in the Clients menu. Users will always have access to assigned clients on the Manage Clients page
Setup Content	Grants access to pages in the Content section of the Setup menu (Content, Custom Content, My Content Inbox, SDS Library)
Setup Events, Announcements, & Quick Links	Grants access to pages in the Events section of the Setup menu (Client Calendar, Announcements, Quick Links)
Setup Claims Reporting	Grants access to Claims Processing and Custom Forms pages in the Setup menu
Setup Profile	Grants access to the Group Profile and Branding Profile pages in the Setup menu
Reports	Grants access to pages in the Reports menu
Administration	Grants access to pages in the Administration menu