Assign access group by default
Once an access group has been configured it can be setup to be automatically assigned when a new person is created. Access groups can be automatically assigned according to person type or home zone or a combination of both.
1. Search for access group
Use keyword search or more options to find access group to automatically assign. Scroll to the right of the portlet to ensure it has not already been set to default.
2. Click assign access group automatically icon
Click assign access group automatically icon next to the access group to assign.
3. Assign by person type
Select which person type(s) that should have this access group automatically assigned when a person is created.
4. Click save
Once assigned the access groups can be seen in maintain access profile portlet. The default assigned access group will have an active date time of when the record was created and no expiry.
5. Alternatively select zone to assign
Access groups can be automatically assigned by home zone for employees and contractors. When a new employee or contractor record is created in tdsaccess with this home zone, the person will automatically be granted this access group by default.
6. Click save
