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Difference between revisions of "Users Group"
(Tag: Visual edit) |
(Tag: Visual edit) |
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*When clicking on the features on a respective module. All functions within that feature will be Enabled/Disabled. | *When clicking on the features on a respective module. All functions within that feature will be Enabled/Disabled. | ||
| + | =====Viewing Users Group===== | ||
| + | |||
| + | #Go to Maintenance then click <span class="ve-pasteProtect">Users Group</span> | ||
| + | #Select a Users Group record that needs to view its details. Click the drop-down arrow then click View. | ||
| + | #The user has an option to edit the Users Group record upon viewing it. | ||
| + | |||
| + | [[File:Maintenance - Users Group - View.png|border|center|1640x1640px]] | ||
| + | <br /> | ||
=====Editing Users Group===== | =====Editing Users Group===== | ||
| Line 77: | Line 85: | ||
*When clicking on the features on a respective module. All functions within that feature will be Enabled/Disabled. | *When clicking on the features on a respective module. All functions within that feature will be Enabled/Disabled. | ||
| − | ===== <span class="mw-headline" id="Activating_Price_List_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Activating_Users_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Activating_Bank_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Activating_Tax_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Activating_Item_Master_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Activating_Item_Class_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Activating_Item_Type_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Activating_Chart_of_Account_Record" style="box-sizing: inherit;">Activating Users Group Record</span></span></span></span></span></span></span></span> ===== | + | =====<span class="mw-headline" id="Activating_Price_List_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Activating_Users_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Activating_Bank_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Activating_Tax_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Activating_Item_Master_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Activating_Item_Class_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Activating_Item_Type_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Activating_Chart_of_Account_Record" style="box-sizing: inherit;">Activating Users Group Record</span></span></span></span></span></span></span></span>===== |
Users Group can be Activated in two ways: | Users Group can be Activated in two ways: | ||
| − | * Using drop-down arrow of a record can be used in single record Activation | + | *Using drop-down arrow of a record can be used in single record Activation |
[[File:Maintenance - Users Group - Activate1.png|border|center|1500x1500px]] | [[File:Maintenance - Users Group - Activate1.png|border|center|1500x1500px]] | ||
<br /> | <br /> | ||
| − | * Using Activate Button for activating multiple record | + | *Using Activate Button for activating multiple record |
[[File:Maintenance - Users Group - Activate2.png|border|center|1500x1500px]] | [[File:Maintenance - Users Group - Activate2.png|border|center|1500x1500px]] | ||
<br /> | <br /> | ||
| − | ===== <span class="mw-headline" id="Deactivating_Price_List_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deactivating_Users_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deactivating_Bank_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deactivating_Tax_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deactivating_Item_Master_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deactivating_Item_Class_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deactivating_Item_Type_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deactivating_Chart_of_Account_Record" style="box-sizing: inherit;">Deactivating Users Group Record</span></span></span></span></span></span></span></span> ===== | + | =====<span class="mw-headline" id="Deactivating_Price_List_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deactivating_Users_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deactivating_Bank_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deactivating_Tax_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deactivating_Item_Master_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deactivating_Item_Class_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deactivating_Item_Type_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deactivating_Chart_of_Account_Record" style="box-sizing: inherit;">Deactivating Users Group Record</span></span></span></span></span></span></span></span>===== |
Users Group can be deactivated in two ways: | Users Group can be deactivated in two ways: | ||
| − | * Using drop-down arrow of a record can be used in single record deactivation | + | *Using drop-down arrow of a record can be used in single record deactivation |
[[File:Maintenance - Users Group - Deactivate1.png|border|center|1500x1500px]] | [[File:Maintenance - Users Group - Deactivate1.png|border|center|1500x1500px]] | ||
<br /> | <br /> | ||
| − | * Using Deactivate Button for deactivating multiple record | + | *Using Deactivate Button for deactivating multiple record |
[[File:Maintenance - Users Group - Deactivate2.png|border|center|1500x1500px]] | [[File:Maintenance - Users Group - Deactivate2.png|border|center|1500x1500px]] | ||
<br /> | <br /> | ||
| − | ===== <span class="mw-headline" id="Deleting_Price_List_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deleting_Users_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deleting_Bank_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deleting_Tax_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deleting_Item_Master_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deleting_Item_Class_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deleting_Item_Type_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deleting_Chart_of_Account_Record" style="box-sizing: inherit;">Deleting Users Group Record</span></span></span></span></span></span></span></span> ===== | + | =====<span class="mw-headline" id="Deleting_Price_List_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deleting_Users_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deleting_Bank_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deleting_Tax_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deleting_Item_Master_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deleting_Item_Class_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deleting_Item_Type_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deleting_Chart_of_Account_Record" style="box-sizing: inherit;">Deleting Users Group Record</span></span></span></span></span></span></span></span>===== |
Users Group can be deleted in two ways: | Users Group can be deleted in two ways: | ||
| − | * Using drop-down arrow of a record can be used in single record deletion | + | *Using drop-down arrow of a record can be used in single record deletion |
[[File:Maintenance - Users Group - Delete1.png|border|center|1500x1500px]] | [[File:Maintenance - Users Group - Delete1.png|border|center|1500x1500px]] | ||
<br /> | <br /> | ||
| − | * Using Delete Button for deleting multiple record | + | *Using Delete Button for deleting multiple record |
[[File:Maintenance - Users Group - Delete2.png|border|center|1500x1500px]] | [[File:Maintenance - Users Group - Delete2.png|border|center|1500x1500px]] | ||
Revision as of 12:06, 17 March 2022
Contents
Users Group
The Users Group Maintenance screen allows the user to configure and add User Group on a specific User. This is also used to restrict the specific modules that a specific user can use.
Users Group Record List
Notes:
- User group is a required field when creating and editing the user record. The user group can be used if the status is ACTIVE
Adding Users Group
- Go to Maintenance then click Users Group
- Click Add Users Group Button
- Fill up the necessary fields and tick the modules that needs to enable for the users group. Please make sure that all tabs are filled out then click Save
| Field | Description | Expected Values |
|---|---|---|
| 1.Group Name | •Desired Name for Users Group | •Alphanumeric |
| 2.Group Desc | •Description for Users Group | •Alphanumeric |
| 3.Dashboard View | •Allowing the Users Group to view or hide the Dashboard | •Tick/Untick |
| 4.Modules | •Allowing the Users Group to view or hide the functions on each module | •Tick/Untick |
Notes:
- When clicking on the features on a respective module. All functions within that feature will be Enabled/Disabled.
Viewing Users Group
- Go to Maintenance then click Users Group
- Select a Users Group record that needs to view its details. Click the drop-down arrow then click View.
- The user has an option to edit the Users Group record upon viewing it.
Editing Users Group
- Go to Maintenance then click Users Group
- Select the Users Group that needs an update. Click the drop-down arrow then click Edit
- Update the necessary Fields and Click Save
| Field | Description | Expected Values |
|---|---|---|
| 1.Group Name | •Desired Name for Users Group | •Alphanumeric |
| 2.Group Desc | •Description for Users Group | •Alphanumeric |
| 3.Dashboard View | •Allowing the Users Group to view or hid the Dashboard | •Tick/Untick |
| 4.Modules | •Allowing the Users Group to view or hid the functions on each module | •Tick/Untick |
Notes:
- When clicking on the features on a respective module. All functions within that feature will be Enabled/Disabled.
Activating Users Group Record
Users Group can be Activated in two ways:
- Using drop-down arrow of a record can be used in single record Activation
- Using Activate Button for activating multiple record
Deactivating Users Group Record
Users Group can be deactivated in two ways:
- Using drop-down arrow of a record can be used in single record deactivation
- Using Deactivate Button for deactivating multiple record
Deleting Users Group Record
Users Group can be deleted in two ways:
- Using drop-down arrow of a record can be used in single record deletion
- Using Delete Button for deleting multiple record
Users Group Record Option
| Status | View | Edit | Deactivate | Activate | Delete |
|---|---|---|---|---|---|
| ACTIVE | ☑ | ☑ | ☑ | ☑ | |
| INACTIVE | ☑ | ☑ | ☑ | ☑ |
Notes
- The User can edit and modify the restrictions of each modules of the User Group while viewing it.
- Activating/Deactivating and Deleting of Records can be done in two ways.
- For single records, the user may use the drop down arrow then the action that need to perform.
- For multiple records, the user may tick the records then click the action button that need to perform
- Click the Yes in the confirmation to proceed on the action taken.