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Security Profiles - Setting up a Security Profile

Administration | Security | Security Profiles

Summary

This example shows you how to set up a security profile for Human Resource staff. These staff require "View" access to the Disputes folder. They do not require access to the Payroll, Time and Attendance or Administration modules of PayGlobal.

Procedure
  1. Navigate to Administration | Security | Security Profiles.
  2. Press Insert to add a record.
  3. In the Code field, enter HRSTAFF and then enter a relevant description.
  4. Click Save.
  5. Click Edit.
  6. In the Security Profile Tree, navigate to Human Resources | Dispute Management | Dispute Details.
  7. Click Disputes.
  8. In the Access Level drop-down box, select View.
  9. Set the Access Level for the Payroll, Time & Attendance and Administration folders to None.
  10. Click Save + Close.
  11. Navigate to Administration | Security | User Profiles.
  12. Double-click the HR Staff user profile.
  13. Click Edit.
  14. In the Security Profile field, select HRSTAFF.
  15. Click Save + Close.

When a user logs on using the HR Staff user profile, their access to the PayGlobal Tree will be based on their security profile settings.

See also

Security Profiles

Security Profiles - Menu

Security Profiles - Document Folders

User Profiles

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