Agent Groups in MicrOpay are used to organise Agents into function or responsibility based groups. In the same way that access permissions and system tree options can be set on individual Agents, you can use an Agent Group to set the access for all members of the group.
Agent Groups
The Administrator's agent group is a system group that cannot be deleted or modified. Agents can only access the Administration menu and system tree functions if they are a member of the Administrators group.
Access permissions granted directly to the Agent override the access permissions set in an Agent Group. For example, the Payroll Processing agent group may be able to process transactions but may not have access to maintain employee records.
To access Agents from the system tree, select Access MicrOpay Administration, Agent Administration, Agent Groups.
To create an Agent Group, complete the details on the following tabs and click OK.
General
Members
Access Permissions
System Tree
Agent Groups – General Tab.
General
The General Tab holds the Group Name and Description.
Members
The Members tab lists each Agent in this Group.
Access Permissions tab
The Access Permissions tab allows you to customise access for the selected Agent Group. Access can be restricted by ticking or unticking the Access checkbox for a particular MicrOpay function. For some options, you can specify that the selected Agent Group is able to Add, Edit or Delete records.
System Tree tab
You can create a custom version of the system tree so that an Agent group can only see the nodes and options that the group needs to access. This simplifies the display of the system tree and can help prevent unauthorised access to transactions, reports, and enquiry options.
You can simplify the program structure for the agent group by eliminating functions that those agents do not need access to. This makes it easier for agents to learn and navigate through the system. To do this, click on the Default field, and the other functions become available.
Once you vary from the default, each system tree becomes independent. Changes made at higher levels will not be reflected at more detailed levels.
