How To: Create an Employee Group

How To: Create an Employee Group

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.

All client types should use Employee Groups to manage permissions sets.

Employee Groups (1 min)




  1. Navigate to System Setup > Employees > Employee Groups.

  2. Select Create New Employee Group.

  3. Enter a description for the group in the Employee Group Name field.

  4. Under Applied to Stores, choose which stores the group applies to.

  5. In Access Options, check the appropriate permissions for the group.

  6. Click Save and Close.
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See the Employee Permission Manual to learn more about the available employee permissions.