User Groups

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Navigation:  Payroll Module > Step 2 - Setup Global Parameters > Security >

User Groups

A security Group describes a group of people involved in payroll processing with a particular function and access to the payroll modules.

tog_minus        Creating a Group

To Create a new Security Group:

Step 1

Select the 'Setup', 'Security', then 'Usergroups' menu options

Step 2

Select 'Insert' (or 'Copy' - see note below)

Step 3

'Group Name' - Enter a name for the Group

Step 4

'Description' - Enter a description for the Group

Step 5

Press 'Add Group' button

Note: To create a new group by copying the setup of another group saves time and energy.   Highlight the Group that you would like to copy, then press 'Copy', then press 'Yes'.  Enter the 'Group Name' and 'Description' and then 'OK'.

 

Security - Groups - Table

 

Security - Groups - Add Group

 

tog_minus        Setup Payrolls that the Group can Access

Then setup which Payrolls that Group can access

Step 7

Notice that there are 5 tabs under the 'Description' field.  'The Payrolls' tab is currently open.

Step 8

Specify which payrolls that Group can access by using the 'Add >>' button to move the payroll to the list of 'Accessible Payrolls'

Security - Group Creation

tog_minus        Setup Menus that the Group can Access

Then setup which Menus that Group can access:

Step 9

Select which menus the group can access in each of the modules, to select all sub-options below a level right click on the menu option and 'Select All'

Step 10

It is possible to select individual menu options from the list available

Security - Groups - Menus Tab

tog_minus        Setup Fields that the Group can Access

Then setup which Fields that Group cannot access

Step 11    Use the 'Add >>' button to add to the list of restrictions imposed on the group.  In this example the Management group cannot edit Employee Master engagement dates as well as add, delete or change payslip transactions.

Security - Groups - Fields Tab

 

tog_minus        Setup Payroll Areas that the Group cannot Access

Then setup which Payroll Areas that Group cannot access

Security - Groups - Payroll Areas Tab - Transactions

 

For further information on how to setup Security:

Users

Areas

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