Note: You must have the authority, "Security Group Setup," (Company Configuration group) to access and perform this function.
In the Employee Web, choose Utilities / Administration / Security Groups.
When the Authority Templates / Security Groups screen is shown, click Add under Security groups.
Enter the name of the new group. (Note: The name of the group can be the same as the Authority Template or you may assign it a different name here.)
Click Save.
This action returns the Security Group <Name of Group> screen. The Security Group screen is divided into two (2) sections: Users and Authority Templates.
First, we want to add users to the group; click Add Users above the User Grid View.
This presents a list of all users in your Diamond System.
For each user you want to place in the group, place a check mark opposite their name.
Once you have added all of the users to the group, click Save. The users added are displayed in the top of the screen. (Note: You can delete a user by placing a check mark opposite their name and answering OK on the confirmation screen.)
Next, we want to associate the Security Group to an Authority Template.
At the bottom of the screen, click Add Template beneath Authority Templates.
This returns the Select Authority Templates screen.
Place a check mark next to the Authority Template you are associating the group with.
Click Save to retain your selection. This adds / connects the Authority Template to your Security Group.
Clicking Close returns the Authority Templates / Security Groups screen. Your Security Group displays in the Grid View.
To edit a Security Group:
Click the pencil icon template in the Grid View.
This allows you to add / remove users and / or Templates on the Security Group screen.
When finished with your changes, click Save.
To delete a Security Group:
Select the red X opposite the group in the Grid View.
Answer Yes to the validation: “Are you are you want to delete this security group?”
The Security Group is removed from the Grid View.