Last Updated: December 06 2023
Overview
The purpose of a security group is to restrict or limit access to various functions within Simpro Premium based on a user's role in your organisation. For example, the accounts department may not require access to quotes or pre-builds, or you can also limit the value of quotes or purchase orders issued by a particular user or user group.
Security groups are defined in System 
> Setup > Security Groups.
Go to All > General to view and manage the security groups that define the general functions in Simpro Premium.
General
- Enable: Select Enable to allow access to People in the main menu. If Enable is not selected, no other features under People can be accessed.
- Create Customers: Select to allow creating new customers. Note that this does not impact importing customers.
- Edit Customers:
- Details and On Stop: Select to allow editing of existing customers and put them on/off stop.
- Details Only: Select to allow editing of existing customers.
- If you use multi-company with shared customers:
- All Customer Profiles: Select to allow editing customers belonging to any customer profile.
- Restricted to: Select to allow only editing of customers belonging to selected customer profiles.
- Create Sites: Select to allow creating of new sites. Note that this does not impact importing sites.
- Edit Sites: Select to allow editing of existing sites.
- Create Suppliers: Select to allow creating of new suppliers. Note that this does not impact importing suppliers.
- Edit Suppliers: Select to allow editing of existing suppliers.
- Create Contacts: Select to allow creating of new contacts. Note that this does not impact importing contacts.
- Edit Contacts: Select to allow editing of existing contacts.
- SMS
- Send SMS Only: Select to allow sending SMS messages from the main menu.
- Allow Send SMS, Set Sender, and Set Notification: Select to allow sending SMS messages, to set the Sender ID, and notifications to be sent via Notifications.