ServiceXG Basics

Employer Control

Prevent access to certain employers’ data by creating a restricted or blacklisted employer group. No search, session, task mode, or display will be available for an employer included in the restricted employer control group.

You can also create an inclusion group where operators can only access the employers within that group.

Go to: Home > System Administration > Security > Employer Control

Add an employer control

1. Click .

2. In the Create New Employer Control window, enter a name for the employer control. Then, click .



Note: You can enter up to 10 characters.

3. Enter a description for the employer control. Then, choose the Exclusion List to create a list of employers to exclude or Inclusion List to create a list to include.



4. To add an employer, click .

5. Enter the employer number or ID to add to the list and press Enter. You can also click to search for the employer. Add as many employers as you need.



Note: An asterisk displays next to employers that haven't been saved.

6. To use the Access Group control, create an Admin (or All) Inclusion List. Make sure you include the No Access Group Option in that list.

7. If you need to remove any employers from the list, select the employer and click .
8. When you're finished adding employers, click .



Next

After you've created employer controls, assign them to profiles with the Authorization Profile Editor. See Set up a user profile.

Note: If you're creating a list and change the list type (exclusion to inclusion or inclusion to exclusion), a message displays warning you of the change. Click to change the list type and create the new list or to return to the Employer Control screen.

Update an employer control

1. Select the list from the Control Key dropdown menu, or select the filter to locate the list.



• Or, select to use the filter to locate the employer control.



2. Make any changes to the employer control.

   • Click to add employers.
   • Select an employer and click to remove them from the control.

3. After updating the list, click .

Delete an employer control

1. Select the list from the Control Key dropdown menu or select the filter to locate the employer control.



• Or, select to use the filter to locate the employer control.



2. Click .

3. At the Delete Employer Control window, select to delete the control, or to return to the Employer Control screen.



4. After you select , the control is deleted from Employer Control.

SEE ALSO