Employee Group

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This is where you add employees to security groups to define their access rights to the application. This is usually completed when using the Wizard to create an employee record but it can also be done through the Employee Details page > Security Groups tab. Every employee has to be part of at least one security group before they can use the database.

Add employee to Employee Group Security

From the main menu, select File > Maintenance > Security > Employee Group Security.
On the Employee Group Security window, click the Ellipsis button in the Employee field to find the employee you want to add him or her to the security group.
On the Find Employee window, select the employee and click OK. The Employee Group Security window refreshes displaying the employee's name.
In the Is not a member of... panel, select the group that you want to add the employee to, and then click the button to move the group to the Is a member of... panel. (To add all groups to the employee, click the button. The employee will have the access permissions of all the groups.)
Repeat Step 3 for each group as required and then click OK to save changes and close the window.

Central - Maintenance - Security - Employee security group.PNG

Editing a security group

When employees log on to CCH Central they inherit the permissions of the groups they belong to. You can modify an employee's Group Security any time. Employees have to be part of at least one security group before they can use the database.

On the main menu, select File Maintenance Security Employee Group Security.
In the Employee Group Security window find the employee you want to add to the security group using the Ellipsis in the Employee field.
Select the employee on the Find Employee window and then click OK. The Employee Group Security window refreshes showing the employee's name.
In the Is not a member of... panel, select the group that you want to add the employee to.
Click the button to shift the group to the Is a member of... panel. (To add all groups to the employee, click the button. The employee will have the access permissions of all the groups.)
In the Is a member of... panel, select the group that you want to delete the employee from.
Click the button to move the group to the Is not a member of... panel. (To delete all groups, click the button. The employee will have no access permissions for the groups.)
When completed, click OK. to save changes and close the window.

Central - Maintenance - Security - Employee security group.PNG