Staff Group Details

Staff Group Details

Purpose

This process will be followed for the setup of the first staff group.

The first step is to determine exactly who is allowed to access which processes or dialogs.  Properly defining that initially will save you a considerable amount of time going forward.

Once you have determined who is allowed to access the dialogs over which security is to be set you next need to set up a Staff Group that the staff members will be allocated to.

Access

  1. Control | Edit/View Staff Group Details
  2. [F2] Lookup on Staff | Staff Group Relationship Browse
  3. [F2] Lookup on Staff | Staff Group Details Dialog

Dialog Details

 will display the below dialog:


Select a staff group to copy permissions from, the default is ALL


The following dialog will display


Details Specific Fields

Field
Explanation
Code
Enter the Staff Group Code
Description
Enter the Description for the Staff Group

Details Specific Buttons

[Button]Explanation

Expands all nodes to display every security option for each module, so that the applicable security options can be viewed without manually expanding each node

Closes all nodes to the list of modules, single mouse button clicks can then be used to work through the available security permissions

Allows full security access

Should be the default position for a staff group that will only have minimal restrictions within the system

Note: If a staff group will have NO access restrictions, the use of the Staff Details flag 'Administrator' will provide this - a independent staff group does not need to be set up

Unchecks all permissions

Should be the default position for a staff group that will have limited to no access to the system





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    • Security Roles

      Purpose This dialog allows the maintenance of existing security permissions for a staff group. Access Control | Edit/View Security Roles Dialog Details Details Specific Buttons [Button] Explanation Expands all nodes to display every security option ...

    • Staff Group Browse

      Purpose To provide a list of Staff Group Details that have been established Access Control | Edit/View Staff Group Details [F2] Lookup on Staff | Staff Group Relationship Browse [F2] Lookup on Staff | Staff Group Details Dialog Search Criteria

    • Staff Position Details

      Purpose To establish a list of Staff Position Details Access Control | Edit/View Staff Positions [F2] Lookup on Staff Positions on Staff Details Dialog Dialog Details will display the below dialog:

    • Staff Position Browse

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    • Security Roles Report

      Purpose The Security Roles Report shows a list of the privileges of one or all Staff Groups Timing This report can be run at any time Access Control | Print Security Roles Report Report Report Specific Parameters Field Explanation StaffID Group