Security Groups

This menu option is accessed by selecting it from the Clerks menu in Back Office.

It is used to manage/setup Clerk Security Groups to control access to Back Office menus, features/functions and reports.

This is achieved by the creation/maintenance of Security Groups which can be configured to allow/deny access to the Security options available. Once a Security Group has been created/configured, the when a Clerks/Staff Member is assigned to that Security Group, they will then have access to those Back Office menus, features/functions and reports depending on the Security options selected/not selected against the Security Group.

Refer to Security Group Permissions for more information.

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Subjects      ▼

• To Be Considered

• Clerk Security Groups Screen

• Security Group Full Edit Screen

• How To Manage Areas

• How To Manage Area Types

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To Be Considered      ▲ ▼

• By default new features/functions and reports added to swiftpos will NOT have Security Permissions preset. Hence it is recommended to regularly check this menu option and set the appropriate Security Permissions for new features/functions and reports.

• The position of the Security Group listed in the grid, determines a designation of hierarchy. That is, the first Security Group listed has the highest level and the last listed Security Group has the lowest level. That means that a Clerk/Staff Member assigned to a higher Security Group can have access to edit all other Security Groups below it in the grid. However, a Clerk/Staff Member assigned to a lower Security Group will not have access to edit all other Security Groups above it in the grid.

• Refer to How To Plan For Security for more information.

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Clerk Security Groups Screen      ▲ ▼

Filters      ▲ ▼

The filters at the top of this section can be used to limit the number of rows displayed in the grid. The filters include the following types:

• Full/Partial Numbers - The filter fields of this type are: ID.

• Full/Partial Texts - The filters of this type are: Name. Enter a full or partial text, to search the available Security Groups and return only those that contain an occurrence of the text entered.

• Apply

• Reset

Grid      ▲ ▼

The grid displays a list of the Security Groups currently available, along with their ID and Name.

Footer      ▲ ▼

• New - Select to add a Security Group.

• Copy - Select to copy the selected Security Group.

• Copy To - Select to copy the Permission and Report Settings from one Security Group to another. Once select the following prompt will be displayed, enabling the selection of the From/To Security Groups.

• Full Edit - Select to edit the selected Security Group.

• Delete - Select to delete the selected Security Group.

• Move Buttons - Top/Bottom, Up/Down - Select to move the currently selected Clerk Security Group.

• Close - Select to exit.

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Security Group Full Edit Screen      ▲ ▼

Accessed by selecting the Full Edit button in the Clerks Security Groups screen.

Header      ▲ ▼

• Security Group ID - Displays the Security Group Number.

• Security Group Name - Displays/Enter the Security Group Name.

• Single Main menu group/Display Menu Items as List - Select this to ensure that the checked software features are displayed as a list down the LHS of the swiftpos Back Office Main menu rather than as a menu structure (as per the default).

Grid      ▲ ▼

• Clerk Group Permissions - Select where appropriate to allow/deny access to the Security Permission options listed. Refer to Security Group Permissions for more information.
  
  When a user attempts to access an option for which their Security Group has NOT been given permission to access. That is the option is NOT selected, then the following message maybe displayed.

Noteworthy:      ▲ ▼

• Clerk Group Permissions continued ...
  • Accounts - To ensure that the Accounts menu option is NOT visible in Back Office, ensure that all options listed under Accounts and Invoicing are NOT selected.
  • General - As indicated in the above screenshot, more information relating to these options can be found here.
  • Invoicing - To ensure that the Invoicing menu option is NOT visible in Back Office, ensure that all options listed under Accounts and Invoicing are NOT selected.
  • Products
    • Product Records
      • Add Supplier Data
        • Add Recipe Items to Supplier - Select/Unselect to allow/deny access to assign Suppliers to Reciped Items via the Product Supplier Records screen.
  • TouchMini Settings - Select/Unselect to allow/deny Clerks/Staff to login when using a TouchMini device. For the Clerk login option to be available at the device, either the Manually login and logout option or the Automatically logout of each sale option must be selected.

• Clerk Group Reports - Select where appropriate to allow/deny access to reports in swiftpos. When a user belonging to a Security Group that does not have permission to view some reports, the reports will simply not be displayed in the report selection screen.

• Check All - Select to ensure ALL Security Permission options are selected.

• Reset All - Select to ensure ALL Security Permission options are NOT selected.

Footer      ▲ ▼

• New - Select to add a Security Group.

• Save - Select to save changes.

• Undo - Select to undo changes made.

• Export Data - Select to export Clerk Security data to 2 (CSV) files. For example:
  • ClerkGroupPermissionsForSecurityGroup[3]-Managers.csv - Contains Clerk Group Permissions related data specific to the Clerk Security Group 3 - Managers.
  • ClerkGroupReportsForSecurityGroup[3]-Managers.csv - Contains Clerk Group Reports related data specific to the Clerk Security Group 3 - Managers.

• Close - Select to exit.

End of article.      ▲