View source for Oojeema Pro Users Group Access Job Aids

{{DISPLAYTITLE:Users Group Access Job Aids}}<div style="text-align: center;"><div style="text-align: center;">
[[Oojeema Pro Chart of Accounts Job Aids|Chart of Accounts Job Aids]]<nowiki> | </nowiki>[[Oojeema Pro Customers Job Aids|Customers Job Aids]]<nowiki> | </nowiki>[[Oojeema Pro Vendors Job Aids|Vendors Job Aids]]<nowiki> | </nowiki>[[Oojeema Pro Items Job Aids|Items Job Aids]]<nowiki> | </nowiki>[[Oojeema Pro Tax Job Aids|Tax Job Aids]]<nowiki> | </nowiki>[[Oojeema Pro Users Job Aids|Users Job Aids]]<nowiki> | </nowiki>[[Oojeema Pro Users Group Access Job Aids|Users Group Access Job Aids]]<nowiki> | </nowiki>[[Oojeema Pro Bank Job Aids|Bank Job Aids]]<nowiki> | </nowiki>[[Oojeema Pro Price List Job Aids|Price List Job Aids]]<nowiki> | </nowiki>[[Oojeema Pro Sales Invoice Print Job Aids|Sales Invoice Print Job Aids]]<nowiki> | </nowiki>[[Oojeema Pro Update User Profile Job Aids|Update User Profile Job Aids]]<nowiki> | </nowiki>[[Oojeema Pro Feedback Job Aids|Feedback Job Aids]]
</div></div>
==<span class="mw-headline ve-pasteProtect" id="Bank_Job_Aids" style="box-sizing: inherit;" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}"><span class="mw-headline ve-pasteProtect" id="Users_Job_Aids" style="box-sizing: inherit;" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}">Users Group Access Aids</span></span>==
=====<span class="mw-headline ve-pasteProtect" id="Managing_Bank" style="box-sizing: inherit;" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}"><span class="mw-headline ve-pasteProtect" id="Managing_Users" style="box-sizing: inherit;" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}"><span class="mw-headline ve-pasteProtect" id="Managing_Items" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}" style="box-sizing: inherit;"><span class="mw-headline ve-pasteProtect" id="Managing_Customer" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}" style="box-sizing: inherit;">Managing Users Group Access</span></span></span></span>=====
======<span class="mw-headline ve-pasteProtect" id="Adding_New_Bank_Account" style="box-sizing: inherit;" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}">Adding New Users Group Access</span>======

#On the Main Menu, click the Gear Icon then choose '''Maintenance'''[[File:Pro Chart of Accounts (Create) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Create)%20-%20Step%2001.png|950x950px]]
#Under Maintenance Side Bar, Click '''[[Pro Users Group Access|Users Group Access]]'''[[File:Pro Users Group Access (Create) - Step 02.png|center|448x448px|link=https://docs.oojeema.com/File:Pro_Users_Group_Access_(Create)_-_Step_02.png]]
#Under Users Group AccessMenu, Click Options then choose '''Create New User Group'''[[File:Pro Users Group Access (Create) - Step 03.png|center|950x950px|link=https://docs.oojeema.com/File:Pro_Users_Group_Access_(Create)_-_Step_03.png]]
#Fill up the necessary fields and tick the following modules that the users allowed to access.[[File:Pro Users Group Access (Create) - Step 04.png|center|1177x1177px|link=https://docs.oojeema.com/File:Pro_Users_Group_Access_(Create)_-_Step_04.png]]
#Click Save[[File:Pro Users Group Access (Create) - Step 05.png|center|1195x1195px|link=https://docs.oojeema.com/File:Pro_Users_Group_Access_(Create)_-_Step_05.png]]

======<span class="mw-headline ve-pasteProtect" id="Viewing_Bank_Account" style="box-sizing: inherit;" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}"><span class="mw-headline ve-pasteProtect" id="Viewing_Users" style="box-sizing: inherit;" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}"><span class="mw-headline ve-pasteProtect" id="Viewing_Items" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}" style="box-sizing: inherit;"><span class="mw-headline ve-pasteProtect" id="Viewing_Account" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}" style="box-sizing: inherit;">Viewing Users Group Access</span></span></span></span>======

#On the Main Menu, click the Gear Icon then choose '''Maintenance'''[[File:Pro Chart of Accounts (Create) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Create)%20-%20Step%2001.png|950x950px]]
#Under Maintenance Side Bar, Click '''[[Pro Users Group Access|Users Group Access]]'''[[File:Pro Users Group Access (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Users%20Group%20Access%20(Create)%20-%20Step%2002.png|center|448x448px]]
#Under Users Group Menu, Select the Users Group that needs to view its details, click the drop down arrow then choose '''View'''[[File:Pro Users Group Access (View) - Step 03.png|center|148x148px|link=https://docs.oojeema.com/File:Pro_Users_Group_Access_(View)_-_Step_03.png]]

======<span class="mw-headline ve-pasteProtect" id="Viewing_Bank_Account" style="box-sizing: inherit;" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}"><span class="mw-headline ve-pasteProtect" id="Viewing_Users" style="box-sizing: inherit;" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}"><span class="mw-headline ve-pasteProtect" id="Viewing_Items" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}" style="box-sizing: inherit;"><span class="mw-headline ve-pasteProtect" id="Viewing_Account" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}" style="box-sizing: inherit;">Editing Users Group Access</span></span></span></span>======

#On the Main Menu, click the Gear Icon then choose '''Maintenance'''[[File:Pro Chart of Accounts (Create) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Create)%20-%20Step%2001.png|950x950px]]
#Under Maintenance Side Bar, Click '''[[Pro Users Group Access|Users Group Access]]'''[[File:Pro Users Group Access (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Users%20Group%20Access%20(Create)%20-%20Step%2002.png|center|448x448px]]
#Under Users Group Menu, Select the Users Group that needs to edit its details, click the drop down arrow then choose '''Edit'''[[File:Pro Users Group Access (Edit) - Step 03.png|center|148x148px|link=https://docs.oojeema.com/File:Pro_Users_Group_Access_(Edit)_-_Step_03.png]]
#Update the necessary fields and restrictions[[File:Pro Users Group Access (Edit) - Step 04.png|center|1185x1185px|link=https://docs.oojeema.com/File:Pro_Users_Group_Access_(Edit)_-_Step_04.png]]
#Click Save

======<span class="mw-headline ve-pasteProtect" id="Viewing_Bank_Account" style="box-sizing: inherit;" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}"><span class="mw-headline ve-pasteProtect" id="Viewing_Users" style="box-sizing: inherit;" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}"><span class="mw-headline ve-pasteProtect" id="Viewing_Items" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}" style="box-sizing: inherit;"><span class="mw-headline ve-pasteProtect" id="Viewing_Account" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}" style="box-sizing: inherit;">Deleting Users Group Access</span></span></span></span>======

#On the Main Menu, click the Gear Icon then choose '''Maintenance'''[[File:Pro Chart of Accounts (Create) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Create)%20-%20Step%2001.png|950x950px]]
#Under Maintenance Side Bar, Click '''[[Pro Users Group Access|Users Group Access]]'''[[File:Pro Users Group Access (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Users%20Group%20Access%20(Create)%20-%20Step%2002.png|center|448x448px]]
#Under Users Group Menu, Select the Users Group that needs to delete its details, click the drop down arrow then choose '''Delete'''[[File:Pro Users Group Access (Delete) - Step 03.png|center|148x148px|link=https://docs.oojeema.com/File:Pro_Users_Group_Access_(Delete)_-_Step_03.png]]
#Click Yes to proceed on Deletion Process[[File:Pro Users Group Access (Delete) - Step 04.png|center|286x286px|link=https://docs.oojeema.com/File:Pro_Users_Group_Access_(Delete)_-_Step_04.png]]

======Assigning Users in Users Group Access======

#On the Main Menu, click the Gear Icon then choose '''Maintenance'''[[File:Pro Chart of Accounts (Create) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Create)%20-%20Step%2001.png|950x950px]]
#Under Maintenance Side Bar, Click '''[[Pro Users Group Access|Users Group Access]]'''[[File:Pro Users Group Access (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Users%20Group%20Access%20(Create)%20-%20Step%2002.png|center|448x448px]]
#Under Users Group Access Menu, Select the Users Group that needs to assign users, click the drop down arrow then choose <span class="ve-pasteProtect">'''Assign Users'''</span>[[File:Pro Users Group Access (Assign User) - Step 03.png|center|148x148px|link=https://docs.oojeema.com/File:Pro_Users_Group_Access_(Assign_User)_-_Step_03.png]]
#Tick the following Users[[File:Pro Users Group Access (Assign User) - Step 04.png|center|950x950px|link=https://docs.oojeema.com/File:Pro_Users_Group_Access_(Assign_User)_-_Step_04.png]]
#Click Tag Users

======<span class="mw-headline ve-pasteProtect" id="Deleting_Bank_Account" style="box-sizing: inherit;" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}"><span class="mw-headline ve-pasteProtect" id="Deleting_Users" style="box-sizing: inherit;" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}"><span class="mw-headline ve-pasteProtect" id="Deleting_Items" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}" style="box-sizing: inherit;"><span class="mw-headline ve-pasteProtect" id="Deleting_Account" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}" style="box-sizing: inherit;">Unassigning Users in Users Group Access</span></span></span></span>======

#On the Main Menu, click the Gear Icon then choose '''Maintenance'''[[File:Pro Chart of Accounts (Create) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Create)%20-%20Step%2001.png|950x950px]]
#Under Maintenance Side Bar, Click <span class="ve-pasteProtect">'''[[Pro Users Group Access|Users Group Access]]'''</span>[[File:Pro Users Group Access (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Users%20Group%20Access%20(Create)%20-%20Step%2002.png|center|448x448px]]
#Under Users Group Access, Select the Bank that needs to be deleted, click the drop down arrow then choose <span class="ve-pasteProtect">'''Unassign Users'''</span>[[File:Pro Users Group Access (Unassign User) - Step 03.png|center|148x148px|link=https://docs.oojeema.com/File:Pro_Users_Group_Access_(Unassign_User)_-_Step_03.png]]
#Tick the following Users to be untagged[[File:Pro Users Group Access (Unassgin User) - Step 04.png|center|950x950px|link=https://docs.oojeema.com/File:Pro_Users_Group_Access_(Unassgin_User)_-_Step_04.png]]
#Click Untag Users

{| class="wikitable" style="box-sizing: inherit; border-collapse: collapse; border-spacing: 0px; background-color: rgb(248, 249, 250); font-size: 14px; color: rgb(34, 34, 34); margin: 1em 0px; border: 1px solid rgb(162, 169, 177); font-family: &quot;Open Sans&quot;, Roboto, arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"
! colspan="2" style="background-color:rgb(234, 236, 240);text-align:center;" |'''Modules'''
|- style="box-sizing: inherit;"
| style="" |Maintenance
| style="" |[[Pro Chart of Account|Chart of Account]]<nowiki> | </nowiki>[[Pro Customer|Customer]]<nowiki> | </nowiki>[[Pro Vendors|Vendors]]<nowiki> | </nowiki>[[Pro Items|Items]]<nowiki> | </nowiki>[[Pro Tax|Tax]]<nowiki> | </nowiki>[[Pro Users|Users]]<nowiki> | </nowiki>[[Pro Users Group Access|Users Group Access]]<nowiki> | </nowiki>[[Pro Bank|Bank]]<nowiki> | </nowiki>[[Pro Price List|Price List]]<nowiki> | </nowiki>[[Pro Sales Invoice Print|Sales Invoice Print]]
|- style="box-sizing: inherit;"
| style="" |Sales
| style="" |[[Pro Sales|Sales]]<nowiki> | </nowiki>[[Pro Sales and Service Invoice|Sales and Service Invoice]]<nowiki> | </nowiki>[[Pro Receive Payments|Receive Payments]]
|- style="box-sizing: inherit;"
| style="" |Purchase
| style="" |[[Pro Purchase|Purchase]]<nowiki> | </nowiki>[[Pro Purchase Order|Purchase Order]]<nowiki> | </nowiki>[[Pro Issue Payment|Issue Payment]]
|- style="box-sizing: inherit;"
| style="" |Expense
| style="" |[[Pro Expense|Expense]]<nowiki> | </nowiki>[[Pro Expense Transaction|Expense Transaction]]<nowiki> | </nowiki>[[Pro Issue Payment Expense|Issue Payment Expense]]
|- style="box-sizing: inherit;"
| style="" |Journal
| style="" |[[Pro Journal|Journal]]<nowiki> | </nowiki>[[Pro Journal Voucher|Journal Voucher]]
|- style="box-sizing: inherit;"
| colspan="2" style="vertical-align:middle;text-align:center;" |'''Reports'''
|- style="box-sizing: inherit;"
| style="" |Financial Statements
| style="" |[[Pro Balance Sheet|Balance Sheet]]<nowiki> | </nowiki>[[Pro Income Statement|Income Statement]]<nowiki> | </nowiki>[[Pro Trial Balance|Trial Balance]]<nowiki> | </nowiki>[[Pro General Ledger|General Ledger]]<nowiki> | </nowiki>[[Pro General Journal|General Journal]]<nowiki> | </nowiki>[[Pro Statement of Account|Statement of Account]]<nowiki> | </nowiki>[[Pro Accounts Receivable Aging|Accounts Receivable Aging]]<nowiki> | </nowiki>[[Pro Accounts Payable Aging|Accounts Payable Aging]]
|- style="box-sizing: inherit;"
| style="" |Inventory Reports
| style="" |[[Pro Sales Report|Sales Report]]<nowiki> | </nowiki>[[Pro Purchase Report|Purchase Report]]<nowiki> | </nowiki>[[Pro Item Tracking|Item Tracking]]
|- style="box-sizing: inherit;"
| style="" |Tracking Reports
| style="" |[[Pro Audit Trail|Audit Trail]]
|- style="box-sizing: inherit;"
| style="" |Tax Reports
| style="" |[[Pro Sales Journal|Sales Journal]]<nowiki> | </nowiki>[[Pro Purchase Journal|Purchase Journal]]<nowiki> | </nowiki>[[Pro Receipt Journal|Receipt Journal]]<nowiki> | </nowiki>[[Pro Discount Senior and PWD|Discount Senior and PWD]]<nowiki> | </nowiki>[[Pro Disbursement Journal|Disbursement Journal]]<nowiki> | </nowiki>[[Pro BIR Form 0605|BIR Form 0605]]<nowiki> | </nowiki>[[Pro BIR Form 0619E|BIR Form 0619E]]<nowiki> | </nowiki>[[Pro BIR Form 2550M|BIR Form 2550M]]<nowiki> | </nowiki>[[Pro BIR Form 2550Q|BIR Form 2550Q]]<nowiki> | </nowiki>[[Pro BIR Form 2551M|BIR Form 2551M]]<nowiki> | </nowiki>[[Pro BIR Form 2551Q|BIR Form 2551Q]]<nowiki> | </nowiki>[[Pro BIR Form 1601E|BIR Form 1601E]]<nowiki> | </nowiki>[[Pro BIR Form 1601EQ|BIR Form 1601EQ]]<nowiki> | </nowiki>[[Pro BIR Form 1604E|BIR Form 1604E]]<nowiki> | </nowiki>[[Pro Sales Relief|Sales Relief]]<nowiki> | </nowiki>[[Pro Purchase Relief|Purchase Relief]]
|- style="box-sizing: inherit;"
| colspan="2" style="vertical-align:middle;text-align:center;" |'''Job Aid Modules'''
|- style="box-sizing: inherit;"
| style="" |Maintenance Aids
| style="" |[[Oojeema Pro Chart of Accounts Job Aids|Chart of Accounts Job Aids]]<nowiki> | </nowiki>[[Oojeema Pro Customers Job Aids|Customers Job Aids]]<nowiki> | </nowiki>[[Oojeema Pro Vendors Job Aids|Vendors Job Aids]]<nowiki> | </nowiki>[[Oojeema Pro Items Job Aids|Items Job Aids]]<nowiki> | </nowiki>[[Oojeema Pro Tax Job Aids|Tax Job Aids]]<nowiki> | </nowiki>[[Oojeema Pro Users Job Aids|Users Job Aids]]<nowiki> | </nowiki>[[Oojeema Pro Users Group Access Job Aids|Users Group Access Job Aids]]<nowiki> | </nowiki>[[Oojeema Pro Bank Job Aids|Bank Job Aids]]<nowiki> | </nowiki>[[Oojeema Pro Price List Job Aids|Price List Job Aids]]<nowiki> | </nowiki>[[Oojeema Pro Sales Invoice Print Job Aids|Sales Invoice Print Job Aids]]<nowiki> | </nowiki>[[Oojeema Pro Update User Profile Job Aids|Update User Profile Job Aids]]<nowiki> | </nowiki>[[Oojeema Pro Feedback Job Aids|Feedback Job Aids]]
|- style="box-sizing: inherit;"
| style="" |Sales Aids
| style="" |[[Oojeema Pro Sales Job Aids|Sales Job Aids]]
|- style="box-sizing: inherit;"
| style="" |Purchase Aids
| style="" |[[Oojeema Pro Purchase Job Aids|Purchase Job Aids]]
|- style="box-sizing: inherit;"
| style="" |Expense Aids
| style="" |[[Oojeema Pro Expense Job Aids|Expense Job Aids]]
|- style="box-sizing: inherit;"
| style="" |Journal Aids
| style="" |[[Oojeema Pro Journal Job Aids|Journal Job Aids]]
|- style="box-sizing: inherit;"
| colspan="2" style="vertical-align:middle;text-align:center;" |'''Reports Job Aids'''
|- style="box-sizing: inherit;"
| style="" |Financial Statements
| style="" |[[Pro Balance Sheet Job Aids|Balance Sheet Job Aids]]<nowiki> | </nowiki>[[Pro Income Statement Job Aids|Income Statement Job Aids]]<nowiki> | </nowiki>[[Pro Trial Balance Job Aids|Trial Balance Job Aids]]<nowiki> | </nowiki>[[Pro General Ledger Job Aids|General Ledger Job Aids]]<nowiki> | </nowiki>[[Pro General Journal Job Aids|General Journal Job Aids]]<nowiki> | </nowiki>[[Pro Statement of Account Job Aids|Statement of Account Job Aids]]<nowiki> | </nowiki>[[Pro Accounts Receivable Aging Job Aids|Accounts Receivable Aging Job Aids]]<nowiki> | </nowiki>[[Pro Accounts Payable Aging Job Aids|Accounts Payable Aging Job Aids]]
|- style="box-sizing: inherit;"
| style="" |Inventory Reports
| style="" |[[Pro Sales Report Job Aids|Sales Report Job Aids]]<nowiki> | </nowiki>[[Pro Purchase Report Job Aids|Purchase Report Job Aids]]<nowiki> | </nowiki>[[Pro Item Tracking Job Aids|Item Tracking Job Aids]]
|- style="box-sizing: inherit;"
| style="" |Tracking Reports
| style="" |[[Pro Audit Trail Job Aids|Audit Trail Job Aids]]
|- style="box-sizing: inherit;"
| style="" |Tax Reports
| style="" |[[Pro Sales Journal Job Aids|Sales Journal Job Aids]]<nowiki> | </nowiki>[[Pro Purchase Journal Job Aids|Purchase Journal Job Aids]]<nowiki> | </nowiki>[[Pro Receipt Journal Job Aids|Receipt Journal Job Aids]]<nowiki> | </nowiki>[[Pro Discount Senior and PWD Job Aids|Discount Senior and PWD Job Aids]]<nowiki> | </nowiki>[[Pro Disbursement Journal Job Aids|Disbursement Journal Job Aids]]<nowiki> | </nowiki>[[Pro BIR Form 0605 Job Aids|BIR Form 0605 Job Aids]]<nowiki> | </nowiki>[[Pro BIR Form 0619E Job Aids|BIR Form 0619E Job Aids]]<nowiki> | </nowiki>[[Pro BIR Form 1601E Job Aids|BIR Form 1601E Job Aids]]<nowiki> | </nowiki>[[Pro BIR Form 1601EQ Job Aids|BIR Form 1601EQ Job Aids]]<nowiki> | </nowiki>[[Pro BIR Form 1604E Job Aids|BIR Form 1604E Job Aids]]<nowiki> | </nowiki>[[Pro Sales Relief Job Aids|Sales Relief Job Aids]]<nowiki> | </nowiki>[[Pro Purchase Relief Job Aids|Purchase Relief Job Aids]]
|}
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