Procedures

In addition to the pre-defined User Groups that are configured in the system, you can create custom Groups and modify existing Groups, based on your organization’s needs

Create New Group Permissions

3:33

Create a Permission Group

1. Go to Maintenance Main Menu > User Maintenance
2. Click the ADD icon
3. In the pop up window that appears, in the User ID field, type a name for the new Permission group.  Note: this field is limited to 15 characters and may NOT be edited once created.
4. From the User Type drop down, select “Group” and click the OK button.  The User: Add form will open.
5. On the Profile tab, define the Fullname, Title and Company No.
6. On the Permissions tab, User Perms sub tab, use the checkboxes in the grid to define the Permissions this Group will have.
7. On the Company Access sub tab, select the Companies the new Group will be allowed to access.
8. On the Branch Access sub tab, select the Branches the new Group will be allowed to access.
9. On the Job Roles sub tab, you may select Job Roles that include their own set of Permissions.  This could be used instead of the individual Permissions selected in step 6 above.
10. Click the SAVE icon

You may now assign an individual User this Permission Group and the User will inherit all the permissions defined for the Group.  This will be done from the User record > Permissions tab > Group Memberships sub tab.