Getting Started > Your Company Setup Options

Assigning employees their own IDs and Passwords provides you with detailed information about employee activity and can even limit employee access to selected areas of POSitive.

THINGS TO DO

Add employees and assign Security Groups (see Employee Settings)

Change the password of POS MANAGER, the default employee

Regularly change employee passwords

Enable internet e-mail capabilities for the employee

Assign employee to POSitive Mail groups for rapid communication (see POSitive Mail)

Permanently assign an employee to a customer

THINGS TO UNDERSTAND

Adding an employee to the Employee list entails filling in Details, assignment to Mail Groups, assignment to a Security Group, and optionally adding Notes and enabling E-mail settings.

Mail Groups - POSitive Mail provides messaging to employees even without internet services. Mail Groups are defined through Maintenance: Definitions: Mail Groups. They are then assigned to an employee through the Employee File.

Security Groups - Security options are available in POSitive to limit access to various areas and procedures. It is probably best to define Security Groups first, before adding employees. When an employee is added to POSitive using "Unassigned", the employee is granted access to ALL portions and procedures of POSitive. No limits are in place unless management sets those limits by returning to the Employee list and editing the employee.

Notes - Employee notes and information should remain confidential. Access to the employee file should be limited to only a few employees. The employee information and notes can be printed from the Employee List.

E-Mail Settings - Employees who will be allowed to e-mail POSitive reports need authorization. Edit the Employee File and define E-mail settings.

Time Clock - Employees may use the Time Clock to punch in and out. Management can review and edit times in and out.