---
title: "04. Security Groups"
slug: "04-security-groups-1"
updated: 2026-08-27T20:05:31Z
published: 2026-09-23T12:59:57Z
canonical: "wiki.cobblestonesoftware.com/04-security-groups-1"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://wiki.cobblestonesoftware.com/llms.txt
> Use this file to discover all available pages before exploring further.

# 04. Security Groups

**COBBLESTONE SOFTWARE**

Contract Insight — User Guide

**04. Security Groups**

*03. Admin User Manual › Employee/User Permissions › 04. Security Groups*

**Note:** Each procedure in this guide begins at the Contract Insight homepage, so any section can be followed on its own. Custom fields are configurable, so the exact field list on a contract category record may vary between environments.

# 1. Overview

Administration > **Security Groups** is where **permissions** are bundled with membership into a single named, reusable group, scoped to a license level. A group's **Permissions** tab links out to Manage User **Permissions** to define what the group can do, while its **Members** tab controls who belongs to it. Additional tabs — **Fields**, **Related records**, **Reference data**, and **Dashboards** — let a group's access be shaped even more finely: which **fields** it can see or edit, which related sub-grids show on a record, which reference/lookup data it can use, and which **dashboards** are available to its **members**.

# 2. Key Elements

- **Security Groups** (Administration > **Security Groups**) creates permission groups and assigns their access; each group is described in the tool itself as a way to "create permission groups and assign their access."
- The **Permissions** tab on a group links to Manage User **Permissions**, where **permissions** can be granted to that specific group so every member inherits them.
- The **Members** tab controls group membership directly — who is added to or removed from the group.
- **Fields** and **Related records** tabs let a group's field-level visibility/editability and its visibility into related sub-grids on a record be restricted beyond what a plain permission grant covers.
- **Reference data** and **Dashboards** tabs further scope which lookup/reference lists and which **dashboards** are available to the group's **members**.

# 3. Quick Reference Summary

[TODO: content needed]