We are often asked by clients, "How do I give employees access to certain pages while restricting them from others?" In Retail Backbone, we assign employees to security groups, which are then tied to screens/pages within Retail Backbone. Each employee can be assigned to multiple security groups, and each security group can may be assigned to multiple pages. For example, the following 6 pages are all related to the Time Clock / Schedules module in Retail Backbone:
- Time Clock (punch in/out)
- Schedules (view posted schedules)
- Create Schedules
- Admin Time Review
- Admin Time Entry
- Schedule vs. Actual
Screens 1 and 2 should be available to all employees, therefore the security group associated with this screen will likely be "Everyone" or "Employees" (based on each client's specific terminology). Screen 3 is likely only accessible by managers, so would be secured with the "Store Managers" security group. Screens 4-6 may only be visible to HR administrators that are responsible for payroll, so these pages would be secured with the "Time Admin" security group.
In order to keep Backbone as flexible as possible, the names of the security groups are customizable, and the screen/security assignments are configurable via Site Navigation.
Select the User Guide button below for step-by-step instructions on the following:
- Create/update/delete security groups
- Add users to security groups
- Assign security groups to individual pages in Backbone