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.





  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.
Info
See the Employee Permission Manual to learn more about the available employee permissions.

    • Related Articles

    • How To: Create a New Employee

      Knowing how to create an employee in Yellow Dog is important because it ensures each user has the proper login, store access, and permissions to perform their role securely and efficiently. All client types How to Add New Employee (4 mins) ...
    • 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 ...
    • How To: Create COGS Accounts

      COGS (Cost of Goods Sold) Accounts are used to track the cost value of items that have been sold. These accounts categorize your item usage into meaningful groups, such as Food, Beer, Wine, Liquor, or Supplies, so that you can analyze profitability ...
    • What features are in System Setup?

      System Setup Accounts From here you can set accounts for Manual Adjustments, Inventory, Invoice Expense, Return to Vendor and Global. Autonumber This feature is configured during implementation, where your guide will set up SKU lengths and customize ...
    • How To: Remove a former Employee from Yellow Dog

      When an employee leaves your organization, remove the employee record instead of reusing it. Removing the record preserves the accuracy of historical data and maintains a clear record of work performed by the new employee. Reusing a former employee’s ...
    • Popular Articles

    • How To: Find Your Yellow Dog Inventory Version

      Understanding which version of Yellow Dog Inventory you're using is essential when exploring new features, as some enhancements and functionalities are specific to certain versions. All client types can benefit from knowing their Yellow Dog Inventory ...
    • Feature Overview: Par & Re-Order Points

      Par levels and reorder points help streamline purchasing in Yellow Dog. Par level is the ideal quantity to keep on hand. Reorder point is the minimum quantity that triggers reordering. You can update par and reorder points in the following locations: ...
    • Tips & Tricks: How do I download and install drivers for my Zebra Printer?

      **As a note: Admin rights will be required to complete this task. If you do not have admin rights on your PC, please contact your IT for assistance** ZD410 Desktop Printer Support Site 1. Navigate to Drivers: 2. Select Zdesigner V. 5 Driver for ...
    • How To: Swap the On-Hand/Parent Size (Edit Base Unit)

      When managing items with multiple sizes, it’s essential to configure them correctly. The on-hand/parent size should always represent the base unit or smallest measurement, while additional sizes should be created for purchasing or counting sizes. If ...
    • FAQs: What are Bins?

      Question: What are Bins? Answer: Bins are optional location identifiers that specify exactly where an item is stored. You don’t need to create bins in advance. You can assign them: In the Stores tab of the item editor Through a Balto import Bins ...