Security Groups

Q: How do I add more Security Groups?

A: To add/modify Security Groups:

1.  Follow the menu item sequence … File | Setup | Categories.

2.  Under Category Groups select Security Groups.

3.  Modify existing Security Groups as you please or add more Security Groups by clicking the Add Button.

4.  Click Save on the menu toolbar to save the changes. 

 

Q: How do I assign my Employees to Security Groups?

A:  To assign employees to a Security Groups:

1.  Follow the menu item sequence … File | Setup | Employees.

2.  Select the Employee whom you want to define security access. If necessary, add the employee by clicking on Add Button. (See the Employee Topic for more information on creating employee profiles.)

3.  In the Security Group drop-down list specify the security group that has the appropriate security.

4.  Repeat steps 1-3 for each employee.

5.  Click Save and then Close from the menu toolbar.