Grant Access To Person Groups
Explanation
Use this activity to make persons or employees supervisors of a person group.
Prerequisites
In order to perform this activity, a person group has to be registered in the
system.
System Effects
As a result of this activity, a person group will be created.
Window
Person
Group
Related Window Descriptions
Person Group
Procedure
- Open the Person Group window.
- Query or populate to find the relevant group.
- Go to the Access tab and add a new record.
- In the Supervisor Type field, select if you want to
grant supervision to a supervisor or an employee.
- In the Company ID field, enter ID of the company to
which the supervisor belongs. This applies only to supervisors of
Employee type.
- In the Supervisor ID field, enter ID of the person or
employee (depending on step 4) to whom you want to grant supervision.
- In the Role ID field, enter the access role with which
supervisor will be able to access data of group members. Access roles
determine what data can be accessed and what type of access it is (viewing,
modification, removal etc.)
- In the Valid From and Valid To fields,
enter the period when the supervisor should have access to the group.
- In Trans From and Trans To fields,
enter the period from which supervisor will be able to access transactions
registered by group members (if applicable).
- Save your changes.