How to Manage Security Groups

Security Groups allow or disallow access (Privileges) to specific features. These instructions show you how to create Security Groups based on the original Groups setup. If more groups are needed, please contact us.

How to Add a Security Group

1. To add a new Security Group, click Add and enter the security group name in the Name field. We've named our new security group Lead for this example.
   
2. Enter the new category in the Name field. Under Privileges, click and select the applicable Privileges on the right-hand side.
3. Click under Groups to add a location to this new security group.
   
4. Select the applicable Location and click Ok > Save.
   

How to Edit a Security Group

1. Select Time and Attendance or HR Data Management from the Product Menu.  
   
2. Click System Security > Security Groups.
   The default (out-of-the-box) Security Groups are Employee, Manager, and Supervisor, which have default Privileges (access) pre-attached to them. 
   
3. If you wish to change the Privileges of an existing security group (We've selected Employee for this example.), click the security group you want to change, click Edit, and make the changes.
4. Click  under Groups to add a location.
   
5. Click Ok > Save.
   

You're done! 🙂