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.
Administrators 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 members of the Administrators group.
Create an Agent Group
You can create groups to meet your organisation's requirements. For example, a payroll processing group to enter transactions or a finance group to run reports and the general ledger. To create an Agent Group:
Go to Access MicrOpay Evo Administration, Agent Administration, Agent Groups.
Click Add.
Enter the Group Name, Description and Comments about the group and its purpose.
The Members tab lists the Agents in this Group. Use:
New to create a new agent and include in the group.
Select to add an existing agent to the group.
Edit to update an existing agent record.
Remove to remove the agent from the group.
Use the Access Permissions tab to grant or remove Add, Edit, Delete or Access to particular MicrOpay functions. By default, permission is set at a higher level and flows down, you can also set permission at a lower level.
Use + (plus sign) to expand the functions.
The checkbox will display a solid colour with a dash or a tick when the group has permission.
The checkbox will be unticked or blank when access has been removed.
Click on the System Tree tab to create a custom version, allowing the Agent Group access to the required nodes. This simplifies the display and navigation of the system tree and prevents unauthorised access to transactions, reports, etc. Once you vary the system tree, it becomes independent, and changes made at higher levels will not be reflected.
Click on Default, and the other buttons become available.
Use + (plus sign) to expand the functions.
To remove a node, highlight it and click Delete (red box with a white dash).
To move or reorder nodes, highlight the node and use the Up and Down buttons (blue box with white arrows).
You can also drag nodes to a new location. And use the Copy and Paste functions.
Click OK to save.
Assign an Agent to a Group
There are two ways to assign an agent to an agent group, either:
add the agent to the agent group
add the agent group to the agent
Add the Agent to the Agent Group
Go to Access MicrOpay Evo Administration, Agent Administration, Agent Groups.
Edit the Agent Group.
Select the Members tab.
To add an existing agent, click Select.
In the Select Agents window, highlight the Agent and click OK.
Click OK to save the Agent Group.
Add the Agent Group to the Agent
Go to Access MicrOpay Evo Administration, Agent Administration, Agents.
Edit the Agent.
Select the Groups tab.
Click Select.
In the Agent Groups window, highlight the Agent Group and click OK.
Click OK to save the Agent.