Add a Security Group | PowerSchool Talent Recruitment and Retention

Security groups grant users specific rights depending on what their role is within the organization. These groups can be set up to include and limit certain functions. Employee Records has three default security groups that cannot be edited: System Admin, HR Staff, and Staff.

Security Group Setup

Choose Configuration from the main menu.
Choose Security.
Click Add Security Group.
Enter a name.
Select applicable options for the security group.Direct Report/Supervisor Security — Users can see folders of their direct reports or all staff members.Feature SecurityDocument Access History — Users can view sleeve history and checklist completion status within users' files.Filing — Grants access to the filing tool (scanning feature).Configuration SecuritySee the Configuration Security Options table for detailed information.Folder Security — Controls access to folders within the site. If the folder is enabled/selected, users in this security group will have access to the folder and its sleeves. If the folder is not enabled/selected, users cannot access the folder in their direct reports’ files or their own. Security is set at the folder level, so providing access to the folder will provide access to all sleeves within that folder.DR/Sup Folder Security — This section is a drill-down of the Folder Security section and determines which specific users will have access to the contents of each folder if that folder is enabled for the security group.
Click Save. A column is added to the Security Summary page for the new group.

Configuration Security Options

Option	Permission
User Files View	View anyone’s files from the file cabinet. If this feature is not checked, but “View All Staff” has been selected in Direct Report/Supervisor Security, a user in this security group will not be able to see any files and will receive a “403 Forbidden” error page.
Setup Tab	Access the Configuration and the Setup Tools menu.
Staff Edit	Edit staff/user accounts in Configuration.
Security Groups – View	View security group setup in Configuration.
Security Groups – Edit	Edit security group setup in Configuration.
Dropdown Lists – Edit	Edit choices in dropdown lists.
Worfklows – Edit	Edit workflows in Configuration.
E-Forms – Edit	Edit E-Forms.
Documents – Edit	Edit Documents.
Add New Folder	Add new folders in Configuration and Staff Files. This setting also allows users to archive documents in sleeves.
Checklists – Edit	Edit checklists in Configuration.
I-9	View completed I-9s within employee files.
Zendesk Support Tab	Access the Support tab for customer support.
Roles	Create and edit Roles.
Checklists – Assign	Assign checklists.
Checklists – Unassign	Unassign checklists from staff files.
Answer Bank	Access the answer bank.
Locations	Access to view, create or edit locations.
Groups	Create and edit Groups.
Help	Access to the Help option within the Support tab, for access to the Knowledge Base.
ChemLab	Access to the Chemlab.