At Sidely, managing access and permissions is key to organizing your sales team and keeping your data secure. With the Security group feature, you can efficiently manage user access rights by company or by default, and decide exactly who can view, edit or delete information.
Access security group settings
To set up a security group:
Go to the Sidely Settings menu.
Click Account settings.
Select Security group.
You'll then see the list of existing groups. Click the name of the group you want to set up.
Define user teams and their access permissions
Once you're on a group's page (e.g. "CS/ DNV"), you can access the different permissions you can grant:
View
Read
Create
Update
Delete
For each permission, you can choose:
Default: the rule applies to the whole account if no specific rule is set.
Company: the permission depends on the company.
User: the permission applies to the user in question.
None: no right is granted for this action.
This gives you fine-grained control tailored to each group's responsibilities.
ℹ️ Examples of rows shown in the screenshot:
Report: reports and statistics generated by the system.
Gallery: where images, videos or files are stored.
Import: feature for importing data into the system.
Export: feature for extracting/exporting data.
User settings: managing settings related to user accounts.
Company settings: general company configuration (information, global settings).
Account settings: managing account-related settings (e.g. billing, access).
Company: module holding information about registered companies (access to forms, company records...).
Company photo: section for photos/images related to a company.
Company note: section where notes/comments about a company are stored.
Company document: documents attached to a company (contracts, files, etc.).
Contact: contact records (customers, prospects, partners).
Contact document: documents attached to a contact.
Contact note: notes or memos about a contact.
Calendar: calendar with events, appointments and tasks.
Event: module for creating and managing events (visits, trade shows, etc.).
Map: geographic view of your data (customers, prospects, companies).
Orders: order management.
Catalog: list of products or services offered.
Campaign: creating promotional campaigns.
Cash out: module related to cash flows (receipts/expenses).
Documents: centralized file/documentation management.
Dashboard: dashboard with indicators and statistics.
Target: setting and tracking sales or strategic targets.
💡 Tip: to limit the risk of mistakes, avoid giving Delete permissions to all users.
Add or remove group members
On the same page, on the far right, you'll find the Members section. This is where you manage the users who belong to the security group.
To add a member, click the + button and select the user.
To remove a member, click the cross (X) next to their name.
Save your changes
Once you've made your settings (permissions and members), don't forget to click the Save button at the bottom of the page for your changes to take effect.
FAQ
1. Can I grant different permissions depending on the company?
Yes. By selecting the "Company" option for each permission type, you can tailor access rights to each entity.
2. Do permissions apply immediately after saving?
Yes. Once the configuration is saved, it takes effect immediately for all group members.
3. Can a user be in several groups?
No, a user can only belong to one security group at a time.
4. What happens if a user has no permission set?
The user won't have any access to the relevant items, unless a default permission applies.
5. Can I deactivate a group without deleting it?
You can't deactivate a group, but you can remove all its members and permissions to make it inactive.