What You'll Learn

How security groups control user access
The difference between permissions and security groups
How to create and edit security groups
How permissions work across different license types
How to set up separate security groups for different email inboxes

Overview

Security groups control what users can see and do in Uptick. Instead of setting permissions for individual users, you assign users to security groups that have specific permissions enabled.

Who Can Manage Security Groups?

By default, users in the System Administrator, Owner, or Manager security groups can manage permissions—provided the "Can configure security groups" permission is enabled.

How Security Groups Work

Key Concepts

Permissions are group-based, not user-based

You cannot set permissions for individual users
Users inherit permissions from all security groups they belong to
Assign users to one or multiple security groups

Multiple groups = combined permissions

If a user belongs to multiple security groups, they receive all permissions from every group
Permissions are additive—you cannot remove a permission by adding another group

How Permissions Vary by License Type

Different license types are affected by permissions differently:

License Type	Permission Impact
Desk	Affected by all permissions except those marked for the Uptick App
Field	Affected only by permissions marked with a mobile phone icon (for the Uptick App)
Contractor	Affected only by permissions for the Contractor Portal (tasks, documents, assets)
Customer	Can only access the Customer Portal—no permission controls available

Managing Security Groups

Edit an Existing Security Group

Go to Control Panel > Security Groups
Click Edit next to the security group you want to modify
Use the tick boxes to enable or disable permissions:
- Tick = permission granted
- Untick = permission denied
Use All or None to quickly enable/disable all permissions in a category
Click Save Group

Create a Custom Security Group

Go to Control Panel > Security Groups
Click Create Group
Enter a name for the new group
Click Save Group
Set your desired permissions using the tick boxes
Click Save Group again to apply changes

Using Separate Security Groups for Different Email Inboxes

If your team uses multiple email inboxes, you can create separate security groups for each inbox to control who can access and manage each one independently. This lets you scope inbox access precisely—so only the right people see the right emails.

For example, you might create:

An Invoicing Inbox group with permissions for team members handling billing correspondence
A Support Inbox group with access limited to your customer service team
A Compliance Inbox group restricted to managers who handle sensitive communications

To set this up:

Go to Control Panel > Security Groups and click Create Group
Name the group to reflect the inbox it's associated with (e.g., "Invoicing Inbox Access")
Configure the relevant inbox permissions for that group
Assign the appropriate team members to that group
Repeat for each additional inbox that requires separate access controls

This ensures users only see and interact with the inboxes relevant to their role.

Understanding Permissions

Mobile App Permissions

Permissions that apply to the Uptick App (for Field users) are marked with a mobile phone icon 📱.

Permission Categories Explained

Most categories are self-explanatory (e.g., Clients controls client-related actions). Here are the less obvious ones:

Category	What It Controls
Accounts	User account management on your workspace
Billing	Billing, invoicing, and accounting partner connections
Issuance	Ability to dispatch task-related documentation
Notes	Creating, updating, or deleting Knowledge Base entries
Quoting	Defect quotes only
Siteconfig	Access to Control Panel, Insights, and Reports

Common Permission Terms

Term	Meaning
Add/Create	Create or add new items
Change/Update	Make changes or updates
Configure	Alter settings
Delete	Remove items
View/See	View or see items
Approve/Unapprove	Approve or unapprove items
Asset Library	Control Panel configurations for asset types
Partner	Accounting partner (QuickBooks-specific for products, suppliers, purchase orders)
List	View the listing page
Caution	Hover over this word to see important warnings about granting this permission

Important Limitations

Cannot Delete Security Groups via UI

Custom security groups cannot be deleted through the Uptick Web Platform. Contact Uptick Support if you need a custom security group removed.

No "View Own Profile Only" Permission

Uptick does not currently support a permission that allows users to view only their own profile while restricting access to other users. Permissions under the Accounts category apply to all user accounts, not just the user's own profile.

Frequently Asked Questions

How does Uptick treat my inbox data?

Your inbox data is treated with the same level of care and security as all your other business-critical data in Uptick. We apply consistent, enterprise-grade security standards across the entire platform—there is no difference in how inbox data is handled versus any other data you store with us.

For full details, you can review: