Copy a Security Group

Custom Security Groups | View or Edit Group Rights

 

You can quickly create a new security group by copying an existing one. Once copied, simply edit the rights of the new group as necessary and then assign it to your employees. The employees assigned to the original group are not copied to the new group; you must manually assign them.

To copy a security group:

  1. From the Employees menu, select Security.

  2. Select Copy Group from the window toolbar.

  3. In the Copy Security Group dialog, select the group to be copied, enter a unique name for the new group, and then select Copy Group.

The new group is created and added as a new column to the Security window. The initial rights are the same as the group that was copied.

  1. Edit the security rights of the new group, as necessary.

  2. Select Save.

  3. Assign the new group to employees, using the procedures described in the View or Edit an Employee Record topic.

 

Delete a custom security group