Permissions: Target Groups Section

Overview

The Permissions section in Talexio manages employee access to system components and data. With over 80 permissions across multiple modules, it offers comprehensive control and delegation of functions.

This article explains what Target Groups are and how they are managed within Talexio.

Target Group: A Target Group is a group of employees that permissions can be assigned to exercise over.

Permissions

To assign employees to a Target Group, you need the Manage Permissions permission at a level that includes the employee.

Target Groups Section of Permissions

The Target Groups section is used to assign employees to permission Target Groups. Employees assigned to a group will automatically include them in any permissions that use this target group. This affects who can see or manage this employee's information.

Target Groups is extremely useful when you want to group employees who are in different units and report to different managers.

Case Example

Employee X needs multiple permissions over Employee A, Employee B and Employee C. These employees all report to other managers and are all in different units. Instead of specifying the employees in each permission to be assigned, they can be added to a Target Group, and the Target Group can be specified in each permission.

Managing Target Groups

1. Go to the Permissions section, click on the Target Groups tab and click + Add New.
2. Give the Target Group a name and an optional description and click Create.
3. The new Target Group is now available to assign employees to. Changes take effect immediately, but users may need to refresh their page to see them.
1. Go to the Permissions section, click on the Target Groups tab and search for the Target Group you would like to edit in the search bar.
2. Click on the ⋮ menu either beside the Target Group on the left or the right, and click Edit.
3. Make the changes to the Target Group and click Save.
4. The changes to the Target Group have been made. Changes take effect immediately, but users may need to refresh their page to see them.
To delete a Target Group, all employees must be removed from it first. Follow the steps outlined further in this article to do this.
1. Go to the Permissions section, click on the Target Groups tab and search for the Target Group you would like to delete in the search bar.
2. Click on the ⋮ menu either beside the Target Group on the left or the right, and click Delete.
3. Click Delete Target Group to confirm the deletion. Changes take effect immediately, but users may need to refresh their page to see them.
1. Go to the Permissions section, click on the Target Groups tab and search for the Target Group you would like to assign employees to.
2. Click on the + button on the right column next to the Employees header.
3. Specify the employees from the employee list and click Add to assign these employees to the Target Group.
4. The employees will now be added to the Target Group. Changes take effect immediately, but users may need to refresh their page to see them.
1. Go to the Permissions section, click on the Target Groups tab and search for the Target Group you would like to remove employees from.
2. From the list of employees, click on the X button to remove the employee from the Target Group.
3. Click Remove Employee to confirm the deletion. Changes take effect immediately, but users may need to refresh their page to see them.