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How to Add/Remove Security to a Group


This article demonstrates step-by-step instructions for How to Manage Group Security.

Step-by-Step Instructions

The below table will detail the steps required to accomplish your goals:



Login to the Management Portal by clicking a sign-on provider or entering your Email Address and Password as shown in Exhibit 1. If you don't have an account, you can sign signup instantly by clicking here.
Management Portal Login Form
Navigate to Organization > Groups as shown in Exhibit 2a and click the gear icon under Actions as shown in Exhibit 2b.
Phone directory tab
Navigate to Organization
Phone directory tab
Gear Icon

Open Security

Now, click Security as shown in Exhibit 3.
Phone directory tab
Select Security Tab

Add Security Group

Next, click the icon on the top right-hand side of the page as shown in Exhibit 4a. Under Actions, click the switch button to select the items and click Save as shown in Exhibit 4b.

Any page that shows “On” means the group will have access to. The pages with a red check mark the group will not have access to.

Add a phone directory
New Security Group
Add a phone directory
Setup Security Group


Congratulations! You have now completed the "How-To How to Manage Group Security" article and we hope that you have accomplished the goals you set out to achieve. However, if for any reason you may still require assistance with setup, simply login to the Management Portal and submit a support request.

Updated on November 15, 2018

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