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Web User Group (Access Group) Setup

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What is a “Web User Group”

A “Web User Group” (or Web Access Group) is a grouping of web users who have same set of web app settings, such as access rights, approval flow, dashboard settings, etc.

 

Why needs “Web User Group”

Every “Web User” must join a “Web User Group” so that the system knows what functions he/she can use, what information can be access, and who are the approver(s) of the application submissions. Setting up Web User Group(s) to avoid repeat settings for each “Web User” account. It is also much easier when some settings have to be changed for these group of user.

 

How to setup a “Web User Group”

Depends on what modules you have purchased, different settings will be shown for setup. Please follow below steps to do the setup:

 

Steps

1          In system backend (i.e. TAMS), in main screen, click the [ Web Module Setup ] button from the main toolbar to open Web module Setup screen.

 

2          Click on the “Access Group” Tab

 

3          All created Web User Groups are shown in the list.

 

 

4          To view a particular Web User Group settings, simply click on it in the list. Please be patient when loading as there may be many settings have to be loaded depends on what modules you have purchased.

 

5          To edit the Web User Group settings

5.1         Select the Web User Group that you are going to edit

 

5.2         Change the settings by following the instructions on screen.

 

5.3         When finished, click the [ Update ] button to save changes.

 

6          To create a new Web User Group

 

 

 

TIPS

If you want to create a new Web User Group which setting is similar to another current Web User Group, you may highlight that current Web User Group, and click the “Copy” button to duplicate a new group and change the setting.

 

 

6.1         Click the [ New ] button

 

6.2         Enter the “Group Name” for the new Web User Group.

 

6.3         Change the settings by following the instructions on screen.

 

 

 

TIPS

To prevent missing define access right items, it is recommended to click the “Expand All” button to expand all the access right items before setting,

 

 

6.4         When finished, click the [ Update ] button to save changes.

 

6.5         The new Web User Group was created and it will be shown on the list.

 

 

 

See also

Web Site Setup

Web Site Setup– User Account

Web Site Setup – Leave Approval

Web Site Setup – Online News