Set up employees
When to use this procedure
Follow the steps below to assign a user name, password, and permissions groups to an employee.
Steps to complete
Prerequisites: You must have at least one permission group to be able to create and save a new employee record.
- On the Admin menu, point to Employee/Security and click Employee/Groups. The Employee/Group Administration window opens.
- Click New User. The Employee Properties – Add User window opens.
- Enter the employee's first name, optional middle initial, and last name.
- Enter a user name for the employee if different from the default (by default, the user name is a combination of the first, middle, and last names).
- Enter a password for the employee. This may be up to 8 characters and must meet minimum password requirements.
- Select the group you want to assign the employee to in the Available Groups box. Ctrl-click to select more than one.
- Click Add or Add All.
Steps 8-13 are optional.
- If the employee requires a permission level to a secured item that is different than what is set up for that item in the assigned group(s), click the Permission Exceptions tab.
Note: Permission exceptions will override any group permissions.
- Click Add Item. The Select a Secured Item window displays.
- Navigate to and select the secured item.
- Click OK.
- Select an access level for the secured item in the Access column in the grid.
- If you need to enter any notes about the employee, click the Notes tab and enter them in the large box.
- Click Save.
- Click Add to create a new employee. Otherwise, click OK.
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