How to Set Up Security Groups


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, your accounts department might not necessarily require access to quotes or pre-builds, or you might wish to limit the value of quotes or purchase orders issued by a particular user or user group.

Security groups are defined in System A screenshot of a schedule icon with a grey calendar icon and an arrow. > System Setup.