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      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 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. These Security Groups have default Privileges (access) attached to them. 
      3. If you wish to change the Privileges of a security group, click the Security Group you wish to make changes to, click Edit, and make your changes.
      4. Add a location to this Security Group by clicking under Groups.
      5. Click Ok > Save.

      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. 
      2. Under Privileges, click and select the applicable Privileges on the right-hand side.
      3. Click Ok > Save.
      4. Add a location to this new security group by clicking under Groups.
        Select the applicable Location and click Ok > Save.
      Important❗ 

      Groups > Locations sets conditions and restricts the scope of privileges to only the selected locations. We strongly recommend that you select at least one location. Otherwise, users will have access to everyone in the company. Go to How to Add Locations for instructions.

      You're done! 🙂

      If you have questions, feel free to contact us by phone at +1 (888) 783.1493 (Toll-free) or +1 (888) 231.3335 (International), email at support@workeasysoftware.com, or create a ticket at https://www.workeasysoftware.com/resources/submit-a-ticket.