Quick Reference: Employees
Employee creation and management is completed under System Setup > Employees. This section is divided into four parts:
- Employees
- Employee Groups
- Employee Options
- Employee Roles
Employees
The Employees section is essential for defining who can access Yellow Dog Inventory, what they can do, and where they can do it. It balances ease of administration (via groups and copy functions) with security and accountability (through permissions, store restrictions, and role assignments). For organizations, proper use of this area is critical to protecting data integrity and ensuring smooth day-to-day operations.
Employee Groups
The Employee Groups area is crucial for role-based access control in Yellow Dog Inventory. It simplifies administration by bundling permissions and store assignments into reusable groups, which can then be applied to employees. This not only improves security and consistency but also makes onboarding and staff management more efficient.
Related Article: How To: Create an Employee Group
Tip: It's best practice to assign one employee group to an employee. When an employee is assigned multiple employees groups, the employee will retain the lowest permission set between the two groups.
Employee Options
Yellow Dog Inventory can integrate with Windows Accounts or Active Directory to validate employee logins.
- This allows employees to log in using their Windows credentials.
- Access permissions still need to be configured in Yellow Dog.
Note: To configure, work with your Implementation Guide or reach out to Support to ensure proper setup.
Employee Roles
The Employee Roles section is used for Purchase Order (PO) Approvals.
- Roles define who should receive approval notifications.
- Roles are created here and then assigned by store when using the hierarchy approval method.
Related Article: Hierarchy PO Approval Setup
Summary
- Use Employees to create and manage individual users.
- Use Employee Groups for bulk access management.
- Configure Employee Options if integrating with Windows/Active Directory.
- Set up Employee Roles for PO approval workflows.
Related Articles
How To: Create an Employee Group
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