Discussion

Difference between revisions of "Users Group"

 
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Line 1: Line 1:
 
<div style="text-align: center;">
 
<div style="text-align: center;">
−
[[Maintenance]] | [[Profit Center]] | [[Users]]
+
[[Maintenance]] | [[Users]]
 
</div>
 
</div>
 
==Users Group==
 
==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.
 
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.
−
 
−
=====Company User Structure (Users Group)=====
 
−
[[File:Company User Structure - User Groups.png|center|1000x1000px]]
 
−
<br />
 
 
=====Users Group Record List=====
 
=====Users Group Record List=====
 +
[[File:Maintenance - Users Group - Record List.png|center|1500x1500px]]
  
  
Line 17: Line 14:
 
=====Adding Users Group=====
 
=====Adding Users Group=====
  
−
# Go to Maintenance then click <span>Users Group</span>
+
#Click [[Users Group]] under Maintenance Menu
−
# Click '''Add Users Group''' Button
+
#Under Users Group Screen, Click '''Add Users Group'''
−
# Fill up the necessary fields. Please make sure that all tabs are filled out then click '''Save'''
+
#Fill up the necessary fields and tick the modules that needs to enable for the users group then click '''Save'''
  
 +
[[File:Maintenance - Users Group - Add.png|border|center|1500x1500px]]
 +
<br />
 
{| class="wikitable" style="margin: auto;"
 
{| class="wikitable" style="margin: auto;"
 
!Field
 
!Field
 
!Description
 
!Description
−
!Expected Values
+
!Allowed Input
 +
!Restricted Input
 +
!Character Limit
 +
!Require Field?
 
|-
 
|-
 
|1.Group Name
 
|1.Group Name
 
|•Desired Name for Users Group
 
|•Desired Name for Users Group
 
|•Alphanumeric
 
|•Alphanumeric
 +
•Dash "-"
 +
 +
•Underscore "_"
 +
| style="vertical-align:middle;text-align:center;" |Other Special Characters not mentioned in the allowed input
 +
| style="vertical-align:middle;text-align:center;" |25
 +
| style="vertical-align:middle;text-align:center;" |Yes
 
|-
 
|-
 
|2.Group Desc
 
|2.Group Desc
 
|•Description for Users Group
 
|•Description for Users Group
 
|•Alphanumeric
 
|•Alphanumeric
 +
•Special Characters
 +
| style="vertical-align:middle;text-align:center;" |Other Special Characters not mentioned in the allowed input
 +
| style="vertical-align:middle;text-align:center;" |250
 +
| style="vertical-align:middle;text-align:center;" |Yes
 
|-
 
|-
 
|3.Dashboard View
 
|3.Dashboard View
 
|•Allowing the Users Group to view or hide the Dashboard
 
|•Allowing the Users Group to view or hide the Dashboard
 
|•Tick/Untick
 
|•Tick/Untick
 +
| style="vertical-align:middle;text-align:center;" |N/A
 +
| style="vertical-align:middle;text-align:center;" |N/A
 +
| style="vertical-align:middle;text-align:center;" |No
 
|-
 
|-
 
|4.Modules
 
|4.Modules
 
|•Allowing the Users Group to view or hide the functions on each module
 
|•Allowing the Users Group to view or hide the functions on each module
 
|•Tick/Untick
 
|•Tick/Untick
 +
| style="vertical-align:middle;text-align:center;" |N/A
 +
| style="vertical-align:middle;text-align:center;" |N/A
 +
| style="vertical-align:middle;text-align:center;" |No
 
|}
 
|}
 
Notes:
 
Notes:
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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=====
 +
 +
#Click [[Users Group]] under Maintenance Menu
 +
#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=====
  
−
# Go to Maintenance then click <span>Users Group</span>
+
#Click Users Group under Maintenance Menu
−
# Select the Users Group that needs an update. Click the drop-down arrow then click '''Edit'''
+
#Select the Users Group that needs to update its details. Click the drop-down arrow then click '''Edit'''
−
# Update the necessary Fields and Click '''Save'''
+
#Update the necessary Fields and Click '''Save'''
  
−
{| class="wikitable" style="margin: auto;"
+
[[File:Maintenance - Users Group - Edit.png|border|center|1500x1500px]]
 +
<br />
 +
{| class="wikitable" style="margin: auto;" data-ve-attributes="{&quot;style&quot;:&quot;margin: auto;&quot;}"
 
!Field
 
!Field
 
!Description
 
!Description
−
!Expected Values
+
!Allowed Input
 +
!Restricted Input
 +
!Character Limit
 +
!Require Field?
 
|-
 
|-
 
|1.Group Name
 
|1.Group Name
 
|•Desired Name for Users Group
 
|•Desired Name for Users Group
 
|•Alphanumeric
 
|•Alphanumeric
 +
•Dash "-"
 +
 +
•Underscore "_"
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Other Special Characters not mentioned in the allowed input
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |25
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Yes
 
|-
 
|-
 
|2.Group Desc
 
|2.Group Desc
 
|•Description for Users Group
 
|•Description for Users Group
 
|•Alphanumeric
 
|•Alphanumeric
 +
•Special Characters
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Other Special Characters not mentioned in the allowed input
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |250
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Yes
 
|-
 
|-
 
|3.Dashboard View
 
|3.Dashboard View
−
|•Allowing the Users Group to view or hid the Dashboard
+
|•Allowing the Users Group to view or hide the Dashboard
 
|•Tick/Untick
 
|•Tick/Untick
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |No
 
|-
 
|-
 
|4.Modules
 
|4.Modules
−
|•Allowing the Users Group to view or hid the functions on each module
+
|•Allowing the Users Group to view or hide the functions on each module
 
|•Tick/Untick
 
|•Tick/Untick
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |No
 
|}Notes:
 
|}Notes:
  
 
*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>=====
 +
Users Group can be Activated in two ways:
 +
 +
*Using drop-down arrow of a record can be used in single record Activation
 +
 +
[[File:Maintenance - Users Group - Activate1.png|border|center|1500x1500px]]
 +
<br />
 +
 +
*Using Activate Button for activating multiple record
 +
 +
[[File:Maintenance - Users Group - Activate2.png|border|center|1500x1500px]]
 +
<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>=====
 +
Users Group can be deactivated in two ways:
 +
 +
*Using drop-down arrow of a record can be used in single record deactivation
 +
 +
[[File:Maintenance - Users Group - Deactivate1.png|border|center|1500x1500px]]
 +
<br />
 +
 +
*Using Deactivate Button for deactivating multiple record
 +
 +
[[File:Maintenance - Users Group - Deactivate2.png|border|center|1500x1500px]]
 +
<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>=====
 +
Users Group can be deleted in two ways:
 +
 +
*Using drop-down arrow of a record can be used in single record deletion
 +
 +
[[File:Maintenance - Users Group - Delete1.png|border|center|1500x1500px]]
 +
<br />
 +
 +
*Using Delete Button for deleting multiple record
 +
 +
[[File:Maintenance - Users Group - Delete2.png|border|center|1500x1500px]]
 +
<br />
 
=====Users Group Record Option=====
 
=====Users Group Record Option=====
 
{| 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: auto; 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;"
 
{| 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: auto; 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;"
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*The User can edit and modify the restrictions of each modules of the User Group while viewing it.
 
*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.
 
*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 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
+
**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.
+
***Click the Yes in the confirmation to proceed on the action taken.
  
 
{| class="wikitable" style="margin: auto;"
 
{| class="wikitable" style="margin: auto;"
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|- style="box-sizing: inherit;"
 
|- style="box-sizing: inherit;"
 
| style="" |Financials
 
| style="" |Financials
−
| style="" |[[Accounts Payable]]<nowiki> | </nowiki>[[Accounts Receivable]]<nowiki> | </nowiki>[[Credit Voucher]]<nowiki> | </nowiki>[[Depreciation Run]]<nowiki> | </nowiki>[[Disbursement Voucher]]<nowiki> | </nowiki>[[Journal Voucher]]<nowiki> | </nowiki>[[Payment Voucher]]<nowiki> | </nowiki>[[Petty Cash]]<nowiki> | </nowiki>[[Receipt Voucher]]
+
| style="" |[[Accounts Payable]]<nowiki> | </nowiki>[[Accounts Receivable]]<nowiki> | </nowiki>[[Credit Voucher]]<nowiki> | </nowiki>[[Disbursement Voucher]]<nowiki> | </nowiki>[[Journal Voucher]]<nowiki> | </nowiki>[[Payment Voucher]]<nowiki> | </nowiki>[[Petty Cash]]<nowiki> | </nowiki>[[Receipt Voucher]]
 
|- style="box-sizing: inherit;"
 
|- style="box-sizing: inherit;"
 
| style="" |Inventory
 
| style="" |Inventory
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|- style="box-sizing: inherit;"
 
|- style="box-sizing: inherit;"
 
| style="" |Reports
 
| style="" |Reports
−
| style="" |[[Financial Statement]] <span class="ve-pasteProtect" style="color: rgb(34, 34, 34)" data-ve-attributes="{&quot;style&quot;:&quot;color: rgb(34, 34, 34)&quot;}"><nowiki>|</nowiki></span> [[Sales Reports]] <span class="ve-pasteProtect" style="color: rgb(34, 34, 34)" data-ve-attributes="{&quot;style&quot;:&quot;color: rgb(34, 34, 34)&quot;}"><nowiki>|</nowiki></span> <span class="ve-pasteProtect" style="box-sizing: inherit;">[[Tracking Reports]]<nowiki> |</nowiki></span> <span class="ve-pasteProtect" style="color: rgb(34, 34, 34)" data-ve-attributes="{&quot;style&quot;:&quot;color: rgb(34, 34, 34)&quot;}">[[Tax Reports]]<nowiki> | </nowiki>[[Purchase Reports]]<nowiki> | </nowiki>[[Fixed Asset Reports]]</span>
+
| style="" |[[Financial Statement]] <span class="ve-pasteProtect" style="color: rgb(34, 34, 34)" data-ve-attributes="{&quot;style&quot;:&quot;color: rgb(34, 34, 34)&quot;}"><nowiki>|</nowiki></span> [[Sales Reports]] <span class="ve-pasteProtect" style="color: rgb(34, 34, 34)" data-ve-attributes="{&quot;style&quot;:&quot;color: rgb(34, 34, 34)&quot;}"><nowiki>|</nowiki></span> <span class="ve-pasteProtect" style="box-sizing: inherit;">[[Tracking Reports]]<nowiki> |</nowiki></span> <span class="ve-pasteProtect" style="color: rgb(34, 34, 34)" data-ve-attributes="{&quot;style&quot;:&quot;color: rgb(34, 34, 34)&quot;}">[[Tax Reports]]<nowiki> | </nowiki>[[Purchase Reports]]</span>
 
|- style="box-sizing: inherit;"
 
|- style="box-sizing: inherit;"
 
| style="" |Financial Statements
 
| style="" |Financial Statements
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|}
 
|}
 
<br />
 
<br />
 +
[[Category:Maintenance]]

Latest revision as of 15:44, 12 April 2022

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
Maintenance - Users Group - Record List.png


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
  1. Click Users Group under Maintenance Menu
  2. Under Users Group Screen, Click Add Users Group
  3. Fill up the necessary fields and tick the modules that needs to enable for the users group then click Save
Maintenance - Users Group - Add.png


Field Description Allowed Input Restricted Input Character Limit Require Field?
1.Group Name •Desired Name for Users Group •Alphanumeric

•Dash "-"

•Underscore "_"

Other Special Characters not mentioned in the allowed input 25 Yes
2.Group Desc •Description for Users Group •Alphanumeric

•Special Characters

Other Special Characters not mentioned in the allowed input 250 Yes
3.Dashboard View •Allowing the Users Group to view or hide the Dashboard •Tick/Untick N/A N/A No
4.Modules •Allowing the Users Group to view or hide the functions on each module •Tick/Untick N/A N/A No

Notes:

  • When clicking on the features on a respective module. All functions within that feature will be Enabled/Disabled.
Viewing Users Group
  1. Click Users Group under Maintenance Menu
  2. Select a Users Group record that needs to view its details. Click the drop-down arrow then click View.
  3. The user has an option to edit the Users Group record upon viewing it.
Maintenance - Users Group - View.png


Editing Users Group
  1. Click Users Group under Maintenance Menu
  2. Select the Users Group that needs to update its details. Click the drop-down arrow then click Edit
  3. Update the necessary Fields and Click Save
Maintenance - Users Group - Edit.png


Field Description Allowed Input Restricted Input Character Limit Require Field?
1.Group Name •Desired Name for Users Group •Alphanumeric

•Dash "-"

•Underscore "_"

Other Special Characters not mentioned in the allowed input 25 Yes
2.Group Desc •Description for Users Group •Alphanumeric

•Special Characters

Other Special Characters not mentioned in the allowed input 250 Yes
3.Dashboard View •Allowing the Users Group to view or hide the Dashboard •Tick/Untick N/A N/A No
4.Modules •Allowing the Users Group to view or hide the functions on each module •Tick/Untick N/A N/A No

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
Maintenance - Users Group - Activate1.png


  • Using Activate Button for activating multiple record
Maintenance - Users Group - Activate2.png


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
Maintenance - Users Group - Deactivate1.png


  • Using Deactivate Button for deactivating multiple record
Maintenance - Users Group - Deactivate2.png


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
Maintenance - Users Group - Delete1.png


  • Using Delete Button for deleting multiple record
Maintenance - Users Group - Delete2.png


Users Group Record Option
Actions Available base on Users Group Record Status
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.
Categories:
Modules
Maintenance Maintenance | Account Class | Account Codes | ATC Code | Bank | Brand | Chart of Account | Company | Currency | Customer | Exchange Rate | Item Class | Item Master | Item Type | Position | Price List | Profit Center | Proforma | Sales Person | Supplier | Tax | Unit of Measure | Users | Users Group | Warehouse
Sales Sales Quotation | Sales Order | Delivery Receipt | Sales Invoice
Purchase Import Purchase Order | Purchase Requisition | Purchase Order | Purchase Receipt
Financials Accounts Payable | Accounts Receivable | Credit Voucher | Disbursement Voucher | Journal Voucher | Payment Voucher | Petty Cash | Receipt Voucher
Inventory Inventory Adjustment | Inventory Inquiry | Inventory Movement | Purchase Return | Stock Transfer | Sales Return
Reports Module
Reports Financial Statement | Sales Reports | Tracking Reports | Tax Reports | Purchase Reports
Financial Statements Balance Sheet | Income Statement | General Ledger | General Journal | Trial Balance | Statement of Account | Accounts Receivable Aging | AR Detailed Report | AR Transaction Report | Accounts Payable Aging | AP Detailed Report | AP Transaction Report | Cash Position | Check List | Deposit List | Collection Register
Tracking Reports Audit Trail
Sales Reports Sales Report | Sales Register | Sales per Warehouse | Sales per Customer | Sales per Stock | Sales Transfer per Stock | Sales per Item | Sales per Category | Sales per Category | Sales Top Item | Returns per Customer
Tax Reports Sales Journal | Purchase Journal | VAT Summary | BIR Form 2550M | BIR Form 2550Q | BIR Form 0619-E | BIR Form 1601E-Q | BIR Form 1604E | Sales Relief | Summary Alphalist of Withholding Taxes
Purchase Reports Purchase Report | Average Cost


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