Manage Security of Sites

To manage security settings for sites, follow the steps below.

1. Check the box next to the site to manage security settings.
2. Click on the Manage Security button at the top of the screen, and choose either Editors or Readers to manage permissions.
   
   
   
3. In the Security - Editors or Security - Readers dialog, switch to the Users or Groups tab.

   Select the user(s) or group (s) by checking the box next to their name in the user list and add them to the Selected Members section.

4. Click on the OK button.
   
   
   
5. On the Security Update Options popup, select the options by clicking on their respective radio buttons.
   • Source
     • Selected Sites
     • All Sites In The Current Grid
     • All Sites In The Room
   • Options
     • Append New Security Members
     • Replace Current Security Members
6. Once the necessary, click on the Append (for append new security members) or Replace (for replace current security members) button.
   
   
   

To access and configure the site views, follow the steps below.

1. On the Sites screen, click on the View by dropdown.
2. On the View Contacts By window, select a view by clicking on the view name.
   1. By Status: Displays the contacts grouped by the site.
   2. By CRA: Displays the sites grouped by the associated CRA.
   3. By Country: Displays contacts grouped by their country association.
3. Click on the pin icon to pin a view and this view is selected once user access the Sites modal.
4. Select the different view options by checking the box before their name.
5. Click on the Select button once the desired view is selected.