Discussion

Difference between revisions of "Pro Users Group Access"

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{{DISPLAYTITLE:Users Group Access}}
 
{{DISPLAYTITLE:Users Group Access}}
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<div style="text-align: center;">
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[[Pro Chart of Account|Chart of Account]] | [[Pro Customer|Customer]] | [[Pro Vendors|Vendors]] | [[Pro Items|Items]] | [[Pro Tax|Tax]] | [[Pro Users|Users]] | [[Pro Users Group Access|Users Group Access]] | [[Pro Bank|Bank]] | [[Pro Price List|Price List]] | [[Pro Sales Invoice Print|Sales Invoice Print]] | [[Oojeema Pro Users Group Access Job Aids|Users Group Access Job Aids]]
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</div>
 
==Users Group==
 
==Users Group==
 
<span style="color: rgb(51, 51, 51)">This maintenance screen allows the user to configure and add User Group on a specific User. This is also use to restrict the specific modules that a specific user can use.</span>
 
<span style="color: rgb(51, 51, 51)">This maintenance screen allows the user to configure and add User Group on a specific User. This is also use to restrict the specific modules that a specific user can use.</span>
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=====Users Group Record Option List=====
 
=====Users Group Record Option List=====
 
[[File:Pro Users Group Record Option List.png|center|thumb|121x121px|Users Group Record Option List]]
 
[[File:Pro Users Group Record Option List.png|center|thumb|121x121px|Users Group Record Option List]]
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<br />
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Notes:
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*After created a Users Group, the user may assign Users on a specific Users Group
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**Assigning users to a users group can be also be done via [[Pro Users|Users]] Maintenance
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*For further instructions on how to View , Assign and Unassign users, the user may visit the users group access list Job Aids which can be found [[Oojeema Pro Users Group Access Job Aids|here]]<br />
  
 
=====Adding Users Group=====
 
=====Adding Users Group=====
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|Tick/Untick
 
|Tick/Untick
 
|}
 
|}
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Notes:
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*For detailed instructions on how to Add a Users Group Access List, the user may visit the Users Group Access List which can be found [[Oojeema Pro Users Group Access Job Aids|here]]
  
 
=====Users Group View Record=====
 
=====Users Group View Record=====
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=====Tagging Users in User Group=====
 
=====Tagging Users in User Group=====
 
[[File:Pro Users Group Tagging Users.png|center|thumb|1000x1000px|Users Group Tagging Users]]
 
[[File:Pro Users Group Tagging Users.png|center|thumb|1000x1000px|Users Group Tagging Users]]
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<br />
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<br />Notes:
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*For further Instructions on how to Assign/Unassign Users, the user may visit the Users Group Access List Job aids which can be found [[Oojeema Pro Users Group Access Job Aids|here]]
  
 
=====Untagging Users in User Group=====
 
=====Untagging Users in User Group=====
 
[[File:Pro Users Group Untagging Users.png|center|thumb|1000x1000px|Users Group Untagging Users]]
 
[[File:Pro Users Group Untagging Users.png|center|thumb|1000x1000px|Users Group Untagging Users]]
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<br />
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 +
 
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Notes:
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*For further Instructions on how to Assign/Unassign Users, the user may visit the Users Group Access List Job aids which can be found [[Oojeema Pro Users Group Access Job Aids|here]]
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{| 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;"
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! colspan="2" style="background-color:rgb(234, 236, 240);text-align:center;" |'''Modules'''
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|- style="box-sizing: inherit;"
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| style="" |Maintenance
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| 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]]
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|- style="box-sizing: inherit;"
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| style="" |Sales
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| style="" |[[Pro Sales|Sales]]<nowiki> | </nowiki>[[Pro Sales and Service Invoice|Sales and Service Invoice]]<nowiki> | </nowiki>[[Pro Receive Payments|Receive Payments]]
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|-
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|Purchase
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|[[Pro Purchase]]<nowiki> | </nowiki>[[Pro Purchase Order]]<nowiki> | </nowiki>[[Pro Issue Payment]]
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|-
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|Expense
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|[[Pro Expense|Expense]]<nowiki> | </nowiki>[[Pro Expense Transaction|Expense Transaction]]<nowiki> | </nowiki>[[Pro Issue Payment Expense|Issue Payment Expense]]
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|-
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|Journal
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|[[Pro Journal|Journal]]<nowiki> | </nowiki>[[Pro Journal Voucher|Journal Voucher]]
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|-
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| colspan="2" style="vertical-align:middle;text-align:center;" |'''Reports'''
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|-
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|Financial Statements
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|[[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]]
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|-
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|Inventory Reports
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|[[Pro Sales Report|Sales Report]]<nowiki> | </nowiki>[[Pro Purchase Report|Purchase Report]]<nowiki> | </nowiki>[[Pro Item Tracking|Item Tracking]]
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|-
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|Tracking Reports
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|[[Pro Audit Trail|Audit Trail]]
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|-
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|Tax Reports
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|[[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]]
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|- style="box-sizing: inherit;"
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| colspan="2" style="vertical-align:middle;text-align:center;" |'''Job Aid Modules'''
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|- style="box-sizing: inherit;"
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| style="" |Maintenance Aids
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| style="" |[[Oojeema Pro Customers Job Aids|Customers Job Aids]]<nowiki> | </nowiki>[[Oojeema Pro Price List Job Aids|Price List Job Aids]]
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|- style="box-sizing: inherit;"
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| style="" |Sales Aids
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| style="" |[[Oojeema Pro Sales Job Aids|Sales Job Aids]]
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|- style="box-sizing: inherit;"
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| style="" |Reports Aids
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| style="" |[[Pro Sales Journal Job Aids|Sales Journal Job Aids]]<nowiki> | </nowiki>[[Pro Sales Relief Job Aids|Sales Relief Job Aids]]
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|}

Revision as of 12:48, 4 August 2021

Users Group

This maintenance screen allows the user to configure and add User Group on a specific User. This is also use to restrict the specific modules that a specific user can use.

Users Group Menu List
Users Group Menu List
Users Group Record List
Field Description Expected Output
1. Create New User Group Allows the user to Create a New User Group Users Group Create Module
2. Search Bar Allows the user to search for an Users Group Record Alphanumeric
3. Display Allows the user to filter the number of records to viewed on one page 10/15/20/50/100
4. Users Group Record List List of Records of the Users Group based from their Group Name, User Count and Description Users Group List from Users Group Maintenance Module
Users Group Record Option List
Users Group Record Option List

Notes:

  • After created a Users Group, the user may assign Users on a specific Users Group
    • Assigning users to a users group can be also be done via Users Maintenance
  • For further instructions on how to View , Assign and Unassign users, the user may visit the users group access list Job Aids which can be found here
Adding Users Group
Users Group Add


Adding Users Group Module List
Field Description Expected Output
1. Group Name Users Group Name Alphanumeric
2. Description Description of the Users Group Alphanumeric
3. Select/Deselect All Modules Allows the user to grant/ungrant the all the access of modules on a particular Users Group Tick/Untick
4. Modules Allowing the Users Group to view or hid the functions on each module Tick/Untick

Notes:

  • For detailed instructions on how to Add a Users Group Access List, the user may visit the Users Group Access List which can be found here
Users Group View Record
Users Group View Record


Tagging Users in User Group
Users Group Tagging Users


Notes:

  • For further Instructions on how to Assign/Unassign Users, the user may visit the Users Group Access List Job aids which can be found here
Untagging Users in User Group
Users Group Untagging Users


Notes:

  • For further Instructions on how to Assign/Unassign Users, the user may visit the Users Group Access List Job aids which can be found here
Modules
Maintenance Chart of Account | Customer | Vendors | Items | Tax | Users | Users Group Access | Bank | Price List | Sales Invoice Print
Sales Sales | Sales and Service Invoice | Receive Payments
Purchase Pro Purchase | Pro Purchase Order | Pro Issue Payment
Expense Expense | Expense Transaction | Issue Payment Expense
Journal Journal | Journal Voucher
Reports
Financial Statements Balance Sheet | Income Statement | Trial Balance | General Ledger | General Journal | Statement of Account | Accounts Receivable Aging | Accounts Payable Aging
Inventory Reports Sales Report | Purchase Report | Item Tracking
Tracking Reports Audit Trail
Tax Reports Sales Journal | Purchase Journal | Receipt Journal | Discount Senior and PWD | Disbursement Journal | BIR Form 0605 | BIR Form 0619E | BIR Form 2550M | BIR Form 2550Q | BIR Form 2551M | BIR Form 2551Q | BIR Form 1601E | BIR Form 1601EQ | BIR Form 1604E | Sales Relief | Purchase Relief
Job Aid Modules
Maintenance Aids Customers Job Aids | Price List Job Aids
Sales Aids Sales Job Aids
Reports Aids Sales Journal Job Aids | Sales Relief Job Aids
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