Employee Properties window

Purpose

Use this window to add a new employee to AIMsi or to update an employee's details, such as a password or permission exceptions.

To access this window

On the Employee/Group Administration window, highlight a name in the Employee grid and click Properties.

Diagram

The following thumbnail illustrates the Employee Properties window. Click it to view a full-size image.

Employee Properties window

Item descriptions

Item Description
First Name Enter or edit the employee's first name, up to 15 characters.
Middle Initial Enter or edit the first initial of the employee's middle name. This is optional.
Last Name Enter or edit the employee's last name, up to 20 characters.
Active

Select this check box to indicate that the employee is currently active in AIMsi.

Did you know? You can press your keyboard space bar in this check box to select or clear it.
Username

Enter or edit a user name for the employee, up to 8 characters. The employee uses this to log in and is identified throughout AIMsi by his or her user name.

By default, the username is made up of the employee's first initial, middle initial (or X if a middle initial was not entered), and up to the first 6 characters of his or her last name. For example, user Ali J Andersson's default user name is ajanders. If her middle initial is not entered, her default user name is axanders.
Password

Enter a password for the employee, up to 8 characters. Passwords must meet the following minimum requirements.

  • It must be unique from any other employee password.
  • It must be at least 2 and no more than 8 alpha-numeric characters in length. Do not use spaces.
  • It must differ from the employee user name.
  • It must be a non-repeating character combination (for example, abc is acceptable but aaa is not).

Note: Employee passwords are case-sensitive and must be entered using the correct case in order to log in to AIMsi.
Last Login Displays the last date and time the employee logged in to AIMsi.
Available Groups grid Displays all of the groups available to assign to the employee.
Member of grid Displays the groups to which the employee currently belongs. Each employee must be a member of at least one group.
Item Description

grid columns A right angle bracket (>) identifies the column currently used to sort the grid. This grid may be sorted by Secured Item or Type.

Secured item

 The name of the secured item to which the employee has exception access.

Type

 Indicates if the secured item is of type Control, Menu Bar, Process, or Report.

Access

 Click in this column for each secured item to assign full access, read-only access, or no access to that item for the employee.
Item Description
notes box

Enter any notes regarding the employee.

Press F4 on your keyboard to automatically add the date, time, and your user name to the note.
Item Description

General buttons
Click to view the first employee record (alphabetically by last name, a-z).
Click to view the previous employee record (alphabetically by last name, a-z).
Click to view the next employee record (alphabetically by last name, a-z).
Click to view the last employee record (alphabetically by last name, a-z).
Opens the Select a Report window where you can generate the User Listing report, Users and Groups to Which They Are Members report, or Groups and Their Members report.
Delete Removes the employee record.
Add Clears the window to add a new employee record.

OK

 Closes the window.

Properties tab buttons
Add Adds the highlighted group in the Available Groups grid to the Member of grid, making it available for the employee.
Add All Adds all of the available groups to the Member of grid, effectively assigning the employee to all available groups.
Remove Removes the highlighted group in the Member of grid, removing access to that group's permissions from the employee.
Remove All Removes all assigned groups from the employee, effectively removing access to any group permission sets from the employee.

Permission Exceptions tab buttons
Add Item Opens the Select a Secured Item window where you can assign exception access to individual user permissions.
Delete Item Removes the highlighted permission exception from the employee, reverting back to the default settings for the employee's group membership.

Helpful links

Set up employees

Delete employees

Assign employee permission exceptions

Manage an employee's permission groups

There are no related reports.

There are no related system variables.

Employee/Group Administration general overview

Employee/Security general overview

Employee/Group Administration window

Select a Secured Item window