Sometimes, when managing permissions and preferences, it's useful to be able to apply these settings to groups of individuals, rather than the individuals themselves. In PensionPro, this is achieved through Group Management, which makes it easy to customize and maintain groups of Employees and use them wherever the option is available. This article will discuss creating these groups, as well as adding and removing Employees as needed.
Tier Availability: Business
Article Contents
Using Groups
Requires Security Rights: Maintenance
To open Group Management settings, navigate to Maintenance > Group Management. The grid on this tab displays any groups that have already been created, along with the number of Employees currently in each group. Hovering over a group displays the Edit and Delete
options on the right-hand side.
To add a new group, select Add at the top-right of the grid; the corresponding window displays. Enter a Name for the group and an optional Description, then select Save. The new group is ready for use upon creation.
Managing Employees in Groups
Requires Security Rights: Maintenance
Adding Employees to a group means that, anywhere in PensionPro that groups are used, any applicable preferences, permissions, or actions will affect every Employee within that group. An Employee can be added to any number of groups.
To review or make changes to the Employees assigned to a group, navigate to Group Management, then double-click the desired group in the grid. The grid will update to display the names of the Employees currently in that group along with their email addresses. Hovering over an Employee in this grid displays the Delete option on the right-hand side.
To add new Employees, select Add at the top-right of the grid; the corresponding window displays. Use the Employee to search for an individual by name, then select them from the results. Multiple Employees can be added at one time in this manner. When satisfied, select Save.