Adding an employee to an Employee Security Group

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    Overview

    Organising employees into groups makes it easier to manage security because you can assign task permissions to security groups and then add the employees to the groups. Then, when the employees log on to the application they inherit the permissions for the groups they belong to.

    Membership

    When you add an employee, you will see two lists. They are:

    • Is Not A Member Of... list showing the security groups set up in the system.

      The list may show these default security groups as well as others created specifically for the practice:

      Basic 1

      Allows Personal TimeSheet / Disbursement Entry and Basic Client Contact Access.

      Basic 2

      Basic JH

      Manager

      Full Access apart from high risk Maintenance Codes and Personal Details

      Partner

      Full Access apart from high risk Maintenance Codes

      Secretarial

      Full Access apart form high risk Maintenance Codes

      SuperPartner

      Full access but can only see timesheets that they have access to

      SuperUser

      Full Access

    • Is A Member Of... is blank until you add the security groups from the first listing.

    Every employee has to be part of at least one security group before they can use the database.

    Optional Heading

    1. On the Main Menu, select Maintenance > Security > Employee Group Security.

    2. In the Employee Group Security window, find the employee you want to add to the security group to using the Ellipsis File:dirname/pm/080_TimeSheets%2C+Expense+Sheets+and+Disbursement+Sheets/110_Timesheet+Authorisation/100_How+to+add+an+employee+to+an+Employee+Security+Group/Find_button.gif button in the Employee field.

    3. Select the employee on the Find Employee window

    4. Click OK.

    The Employee Group Security window refreshes showing the employee's name.

    1. In the Is not a member of... panel, select the group that you want to add the employee to.

    2. Click the Add button button to move the group to the Is a member of... panel.
      To add all groups to the employee, click the Add All button button.
      The employee will have the access permissions of all the groups.

    3. Repeat Steps 4 an 5 for each group as required.

    4. When completed, click OK to save changes and close the window.