Changing Company Security & Access Settings
When you have a staff, it’s sometimes beneficial to limit access to your PayGo software for certain groups. Limiting access can prevent accidental errors created by staff members who don’t need to use certain screens, as well as add security to your PayGo software.
Creating Security Groups
In order to set up access to different groups, you must first create the groups you would like to use. For instance, you can create separate groups for back-room inventory staff, cashiers or managers, and set different security and access levels for each.
To edit and create security groups, you must access your Employee screen. You can do so in the following ways:
PayGo 6.0: Click the Employees button in your Admin Central screen, accessed through the Menu.
PayGo 5.9: Click the Settings & Options on your Menu Screen. This will open a sub-menu, where you will click the Employees button.
PayGo 5.6 and Below: Click the Employees button on your Menu Screen.
This will take you to the Employee List screen, which shows a listing of all employees currently in your software. Click the Arrow button next to any employee name to access the Employee Screen.
In the Employee Screen, click the Security Levels tab. This is where you will see the Security Setup box, where you can create new security groups.
To add a new security group, click the Plus button at the top of the Security Setup box. This will take you to the Security Group screen.
At the top of the screen, you will see three buttons.
Save & Close: This will save all changes you’ve made to the security group and exit out of the window.
Delete Group: This will delete the security group.
Delete Privs and Refresh: This will delete all changes you have made to the security settings and revert to default settings.
The Security Group screen consists of a lists of functions within your PayGo software, along with a field at the top where you can name the group you’re creating.
When you’re creating a new group, the lists will be in their default settings, which is full access to all functions. Next to each function, there is a box with an X that you can check or uncheck to allow or deny access to the employees within the security groups you’re creating.
When you have named your new group and selected or deselected all of the functions you’d like the employee group to access, click the Save & Close button at the top of the screen. This will save your changes and exit out of the window.
Changing Security Settings for an Existing Group
To change security and access settings for an existing group, click the Pencil icon next to the group you would like to edit within the Security Setup box on the Employee Screen. This will take you to the Security Group screen, where you can check or uncheck the functions that you would like to add or remove access to. When you’ve made all changes, click the Save & Close button to save all changes and exit out of the window.
To delete an existing security group, click the Trash icon next to the security group in the Security Setup box within the Employee Screen. A pop-up box will ask if you’re sure you’d like to delete the group, where you can select Yes or No. NOTE: if you have any employees in this security group, deleting it will cause access issues for those employees and you will have to move them to a new security group.
Adding an Employee to a Security Group
To add an employee to a security group, first select the employee you wish to add via the Employee List screen.
In the employee’s Employee Screen, you will see the Accounts and Access box at the bottom of the screen. In this box, select the Define Login Account tab. Within this tab, there is a drop-down field for Access Level under the employee’s Login Name. You can choose which access level you’d like the employee to have from this list. When you’ve chosen the access level, click the Save & Close button at the top of the screen. This will save your settings and exit out of the window.