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      1. Legacy
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      Security - Group and User Permissions

      Security permissions allow employees to access specific areas in the application. 

      You can add security permissions in two ways:

      1. Group level security: Group security allows you to set specific permissions for groups of employees based on their classification as a manager, supervisor, or employee (these classifications are set in the Employee Profile). Groups make it easy to assign new employees their permissions. An employee can be a member of more than one group such as Retail and Service or Marketing and Accounting. 

      2. Employee level security: Security permissions allow employees to access specific areas of Evosus Legacy Software. Each employee can be assigned specific permissions.  

       

      Create a new security group:

      1. Open the Group Security tab on the Administration: System screen (Administration > System > Security > Security - Group Level Permissions).

      2. Click Add.

      3. Name: Enter the name of the new group. For example, Administrators, POS, Sales, or Service.

      4. Members: Select the employees that belong to the new group.

      • Even if an employee is assigned to a group, it does not mean they will have the same permissions as everyone else in the group. This is because of the different employee classifications (manager, supervisor, and employee).

      • Security is granted based on Group AND classification.

      1. Click OK to save the group. 

      2. Once you create the group, click Save And Add Permissions. This defines which features the users in the group can access.

       

      Add permissions to a security group:

      1. Open the Group Security tab on the Administration: System screen (Administration > System > Security > Security - Group Level Permissions).

      2. Double click on a security group. The Security Group: Administrations screen appears.

      3. Use the Profile tab to verify that the correct employees are in the group.

      4. Open the Permissions tab.

      5. Select a security category and then select a permission. 

      • View the security permissions explanations below.

      1. Click OK when complete to save your changes.

      • You must log out and log back in before the changes will take effect.

      **Note: Group Security permissions do not transfer over to individual employees set-up.

       

      Add permissions to an employee:

      1. Open the Employee Security tab of the Administration screen (Administration > System > Security > Security - Employee Level Permissions).

      2. Double click on an employee. The Employee Security screen appears.

      3. Check the permissions applicable to the employee.

      4. Click OK when complete

      • You must log out and log back in for the changes to be in effect.

      **Note: Employee Security permissions do not transfer over from Group permission set-up.



      Please click the following link for a full list and descriptions of each permission: 

      https://www.evosus.com/hubfs/Documentation/List_Of_Permissions.pdf