Adding an employee to an Employee Security Group
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
-
On the Main Menu, select Maintenance > Security > Employee Group Security.
-
In the Employee Group Security window, find the employee you want to add to the security group to using the Ellipsis
button in the Employee field.
-
Select the employee on the Find Employee window
-
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 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 Steps 4 an 5 for each group as required.
-
When completed, click OK to save changes and close the window.