Review the security settings for the default groups
When you add a new user to Cloud, they are assigned to one of two groups:
These groups are the two default user groups in your firm's Cloud profile. New users are assigned to the appropriate group for their user type. The security settings for these groups determines the base level of access that new users get.
To review the security settings for the default groups:
Ensure that you have the Staff Admin role or equivalent privileges.
From the Cloud menu, select Groups.
Select the All Staff or All Contacts group. The details pane is displayed on the right.
Review any system-wide roles that your firm has assigned to this group and any entities that the group already has access to. You can make changes to the assigned security roles. To learn more about security roles, see Built-in roles.
Best Practice: For large size firms, we recommend you remove all security roles assigned to the default groups to ensure custom staff and contact groups function properly.