Employee Details page: Security Groups tab

The Security Groups tab on the Employee Details page displays the Employee's access rights the database. You can modify and delete access rights using this tab, if you have permission to do so.

In most cases, you will create the information on this tab using  Step 4 of the Add New Employee Wizard accessed from the main menu — File > New > Employee.

To assign a security permission to an employee:

1. Click the Ellipsis button  in the Security Groups panel. The Find Security Group window appears.

2. Click the Search button. Security groups and their descriptions appear.

3. Select the Security group. Security groups can be set by product or by employee role, it can also be set by level of access, i.e. user or admin; if it is set by product then choose the security groups the employee requires in order to access the modules he/she will work on. For example if the employee prepares Corporation Tax, the Central and Corporation Tax groups should be added to the records according to the level of access required (for example Central User plus CT Admin) so that the employee can access the main database of the client and contacts and also the Corporation Tax module.

4. Click OK. The Security Permission appears in the Security Groups panel.

5. Click OK to save and exit the Security Permission tab.