Creating a New Group
  1. Select Constituent 360 > Groups
  2. Click Add New Group
  3. Add the Name and Description
  4. Select Admin Security Group for the Security Mode
  5. Select the Group Type or enter a new type
  6. Click Save

Setting up Group Permissions
  1. Select Constituent 360 > Groups > Administrator Group List tab
  2. Search for the group and click Edit Permissions
  3. Select the desired Permission Type and click Choose
  4. Set the Default Permission as desired
Setting up an Override (to limit the the group's permission based on a specific security category)
  1. Select Constituent 360 > Groups > Administrator Group List tab
  2. Search for the group and click Edit Permissions
  3. Select the desired Permission Type and click Choose
  4. Click Add An Override link
  5. In the popup window, select the desired Security Category Name
  6. Mark the appropriate radial for level of permission changes for this Security Category
  7. Click Save to close the popup
  8. Click Save