Employee/Group Administration

From the menu bar, click Admin > Employee/Security > Employee/Groups or press Alt A E E on the keyboard.

"Employee/Groups" is used to create/modify security groups as well as to set up all employees who will be using AIMsi.

The white box on the upper half of the "Employee/Group Administration" window contains a listing of all employees who are currently set up to use AIMsi. This listing defaults to show all employees including both active and those marked inactive. To display only active employees, click the 'Active Users Only'  option and to display only inactive employees, click the 'Inactive Users Only' option.

The white box on the bottom half of the 'Employee/Group Administration' window contains a listing of all employee groups currently set up.

When first setting up the software, it is recommended that you begin with setting up your employee groups. Employee groups determine what employees have access to what functions within AIMsi. The default groups that are shipped with AIMsi are Administrators, Sales People and Supervisors. These groups have full access to every function in AIMsi, so you will need to modify permissions as applicable. 

You may modify or make additions to the groups as you deem necessary. You may wish to change the group names to describe the various modules within AIMsi and assign the members according to who has access to each particular module. For example, you may have a group entitled Accounting and assign members to the Accounting group according to who has access to the Accounts Payable and General Ledger functions. Another group may be called Sales. This group would have as its members the sales people and they may have access to POS, Customers, Inventory, Rentals and Repairs. One employee may have access to more than one group. For example, owners and top management would have access to all groups. Bookkeepers might have access to all groups except the group that has access to the Administration menu.

If the person logged in does not have access to a certain function, they will not see the function on the menu or window.

Example:  Members of the Sales group might not have access to deleting inventory or the Admin menu. If someone that is assigned to the Sales group is logged in, the Delete button will not appear in Inventory Maintenance and Admin will not appear on the menu bar. If an administrator or supervisor is logged in, the Delete button and Admin option will appear.

Note: As you can see, the security functions may be set up in a number of different ways. When modifying groups and members, be certain that at all times at least one person has full access to the Admin menu.  For a hard copy listing of all the secured items in AIMsi, run the report "Employee Securable Items" found on the Miscellaneous tab of the Report Catalog.