WealthWorks+ now allows you to manage your security groups, adjusting access for your users to specific groups of clients as opposed to all. This video tutorial will show you how to add, amend and delete a security group in WealthWorks+.
In the event you see a warning message when deleting a security group that 'this will delete all related entities of this group', please ignore. This is incorrect. If the group being deleted is already allocated to a user, then deleting the group will remove access to those entites for that user only (unless the entities are also in another security group the user has access to). Not the entities themselves. This incorrect warning will be removed within the next WealthWorks+ release, 4.8.
These notes are applicable from WealthWorks+ release 4.7.