How to Add a New Security Group and Approver
Purpose: There are a few ways to handle adding approvers. It really depends on whether you are dealing with a new user to 25Live or perhaps need to move a user to a different group. There should be a security group assigned to approve each space and resource. If someone is changing jobs and they are now approving something else, you just move them to the appropriate security group. If a new person is hired to replace someone who is an approver, then you add them as a contact and put them in the appropriate security group.
If you need to add a new person and/or security group, there are a few extras steps that will be explained below.
Audience: 25Live Functional Administrators
1. Log into your 25Live Pro Instance. Go to the More hamburger menu in top right corner and scroll down to Tools and then Group Admin.
2. If you need to add a new security group, the easiest scenario is to find a comparable security group and make a copy of that security group and then re-name the copy and make the appropriate edits.
3. Now that you added or modified the security group, you can select the Configure Tab and make edits to the functional Security settings, determine which event form is used for the security group under the Event Form Settings, manage Assignment Policy for Locations and Resources, and set Email Notifications.
4. Adding a new contact can depend on your campus authentication. If you are using native authentication and not network authentication, then you would manually add a new contact. If you’re using a form of network authentication (which is the preferred set-up), then having the person log into 25Live would automatically populate 25Live with their contact information.
To move contacts between security groups, you can search for the contact first on the search page and then once you are able to locate the contact you can open up the details and then scroll down to the Security Group settings and choose the proper security group.
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