Grant Access To Person Groups

Explanation

Use this activity to make persons or employees supervisors of a person group.

In order to perform this activity, a person group has to be registered in the system.

As a result of this activity, a person group will be created.

Open the Person Group window.
Query or populate to find the relevant group.
Go to the Access tab and add a new record.
In the Supervisor Type field, select if you want to grant supervision to a supervisor or an employee.
In the Company ID field, enter ID of the company to which the supervisor belongs. This applies only to supervisors of Employee type.
In the Supervisor ID field, enter ID of the person or employee (depending on step 4) to whom you want to grant supervision.
In the Role ID field, enter the access role with which supervisor will be able to access data of group members. Access roles determine what data can be accessed and what type of access it is (viewing, modification, removal etc.)
In the Valid From and Valid To fields, enter the period when the supervisor should have access to the group.
In Trans From and Trans To fields, enter the period from which supervisor will be able to access transactions registered by group members (if applicable).
Save your changes.