Security Group Setup

AMS360 contains the following permanent security groups:

Menu items, links and button controls are among the actions or 'tasks' that can be secured in AMS360. The 'states' of security for these tasks are as follows:

1. Click here for a printable Excel spreadsheet that compares access levels for each permanent security group.

Each of the permanently defined roles in AMS 360 is associated with a set of privileges or access rights within the system. The expression of these rights and privileges is accomplished by hiding menus, buttons, forms or options in the user display of those employees to whom access is not granted.

Example:  Sam Jones, who is assigned in Employee Setup to the Executive authorization role, will see different buttons and menus when he logs in to AMS 360 than Fred Smith, who is assigned to the Owner authorization role.

1. See the Creating Security Groups section later in this topic for information on setting up additional security groups.

Access rights for permanent security groups cannot be edited or deleted. Actions available in Edit mode for permanent groups are:

Displays all items in the system that are subject to security. Define the security group as desired.

Lists all employees in the system. Click the Include checkbox to the left of an employee name to assign that employee to the selected security group.

1. An employee can be assigned to multiple security groups.

Users assigned to a newly created security group will not be affected by the changes until they log off AMS360 and log on again.

1. Click New on the Security Group section menu to create a new group, without using an existing group as a template.

2. Type in a Group Name and Description.

3. TheSecured Item Listsection contains all of theTasksthat can be secured for the new security group.No Access is the default for all tasks in the list. To assign tasks to the new security group, click the Access field on any tasks you wish to enable and choose Full Access or View Only, when available.

4. Select the Include checkbox in the Employee Assignment section for those employees you wish to assign to the new group.

5. Click Add on the Security Groups section menu.

6. Select File > Save to save the data and remain in the form or File > Save & Close to save and exit the form.

An alternative method of adding security groups to AMS360 is to Copy an existing group, give it a new name and description and then adjust the access permissions as desired. To do this:

1. Select the grid row in the Security Groups grid to be copied.

2. Select Copy Security Group from the File menu.

3. Type in the desired Group Name and Description. Make sure the Active checkbox is checked.

4. The Access column in the Secured Item List section matches the group you copied from. The access level on any item can be changed by clicking in the Access field and selecting the desired option.

5. Use the Employee Assignment section to assign the desired employees to the group.

6. Click Add on the Security Groups section menu.

7. Select File > Save to save the data and remain in the form or File > Save & Close to save and exit the form.

1. The Benefits group cannot be copied. Following the above instructions with the Benefits row highlighted returns the following message:

A security group can be deleted after it is added and before it is saved. If you have already saved it, you have the option of changing the status to Inactive.

1. From the list, select the security group (not saved) that you want to remove and click Delete. A message appears asking you to confirm the deletion. Click Yes. The security group disappears from the list.

2. When you are finished deleting security groups click Save or Save and Close.