Creating Employee Groups
Employee groups is a fully customizable tool allowing you to build out specific groups and specify exactly what access each employee group has. This is built to ensure you are in control of everything your employees have access to without worrying about them seeing unwanted information.
In order to build an employee group follow the steps below:
- Login to the POSaBIT web portal
- Select Employee Groups from the settings drop down at the top of the screen
- On the top right side of the list press the blue New Group button
- You will then be prompted to enter in a name for the new group as well as the option to select an existing template. Existing templates are a way to save you time when building these groups out. Depending on the template you select the system will auto check access to certain parts of the portal. Learn more about how to access these groups and check their existing access HERE.
- Once you have entered a name and selected a template press the blue Save button to continue.
- Once you have selected save, you will see a drop-down list for each tab available in the portal.
- When you click on each drop-down, notice the check boxes specify if that employee group has access to Read, Manage, or no access to each page. You can now go through and check each page to grant this employee group access to either have read capabilities or manager capabilities. For example, if you check the box under Read for the "Sales" report, then this employee group will have access to view this report, but not make any actions such as editing any sales. This is the same with all of these settings: If the Read box is checked, they will only be able to view the page but have no access to make any actions. If the Manage box is checked, this employee group will have full access to make any changes that a manager would. If you uncheck Both boxes, then this employee group will not have ANY access to the page correlated to the checkbox.
- Once you finish customizing the employee groups access to all pages press the blue Save button in the top right of the window to save the permissions.
- Additionally, you can see exactly what employees are currently assigned to each employee group on the right side of the screen. By selecting the check box next to each employee's name you can easily assign each employee to this specific employee group.
