Create permission groups

When to use this procedure

Follow the steps below to create your permission groups and assign them to employees.

AIMsi is installed with three permission groups: Administrators, Sales People, and Supervisors. You can assign these groups to your staff, but be aware that these groups initially have access to all AIMsi components. You can either change the access levels as needed or create new groups.

Steps to complete

  1. On the AIMsi main menu bar, click Admin, then point to Employee/Security and click Employee/Groups. The Employee/Group Administration window opens.
  2. Click New Group. The Group Properties – Add Group window opens.
  3. Enter a group name, such as Accounting, in the Group box.
  4. Enter a description for the group in the Description box.
  5. Use the Access column to assign the appropriate access level (Full, None, or Read-Only) to each secured item. Read-Only is available for some, but not all, secured items.

  1. Click Save.
  2. Click Add to create a new group. Otherwise, click OK.