Access Group Configuration

Created by Yogashree MP, Modified on Tue, 10 Dec, 2024 at 1:35 PM by Yogashree MP

In the Application we do have provision for user login access along with specific details can access configuration. For Example : Specific client access, Specific cost ceneter details access, Specific Work location employee data access & Employement type etc..


Follow the below mentioned steps to configure the Access Group


    Navigate to Dashboard Settings List >> Company setup >> Access Group (Refer the image below)


 


1.    Click on the '+' icon to create a new Access Group. Create the Access Group Title and map the type option based on which specification access group rquired and save the craeted Access group template.


  • Client -->> Specific client access purpose choose access group type as Client.
  • Cost Center -->>Specific costcenter access purpose choose access group type as costcenter.
  • Work venue -->> Specific Workvenue/location access purpose choose access group type as work venue. 
  • ER Manager -->> Specific ER  person access purpose choose access group type as ER person.
  • Employement type -->> Employement type based access can enable by choosing group type as Employement type. 


2. Once Access Group Title create choose the drop and created template will available.


3. Select the all applicable client/ branch/ contract and click on map symbol which has been highlighted in the screenshot and w.r.to client clients details specific user has to map under User list map details.


4.  Specific user having the restriction access login with Acces group , those user mapped user roll template need to disable Client Master access & Enable with Allow to define User(s) Client Access Group





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