Difference between revisions of "Oojeema Pro Users Group Access Job Aids"
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{{DISPLAYTITLE:Users Group Access Job Aids}}<div style="text-align: center;"><div style="text-align: center;"> | {{DISPLAYTITLE:Users Group Access Job Aids}}<div style="text-align: center;"><div style="text-align: center;"> | ||
| − | [[Pro Chart of | + | [[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> | </div></div> | ||
==<span class="mw-headline ve-pasteProtect" id="Bank_Job_Aids" style="box-sizing: inherit;" data-ve-attributes="{"style":"box-sizing: inherit;"}"><span class="mw-headline ve-pasteProtect" id="Users_Job_Aids" style="box-sizing: inherit;" data-ve-attributes="{"style":"box-sizing: inherit;"}">Users Group Access Aids</span></span>== | ==<span class="mw-headline ve-pasteProtect" id="Bank_Job_Aids" style="box-sizing: inherit;" data-ve-attributes="{"style":"box-sizing: inherit;"}"><span class="mw-headline ve-pasteProtect" id="Users_Job_Aids" style="box-sizing: inherit;" data-ve-attributes="{"style":"box-sizing: inherit;"}">Users Group Access Aids</span></span>== | ||
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|- style="box-sizing: inherit;" | |- style="box-sizing: inherit;" | ||
| style="" |Maintenance | | 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> | Users Group Access | </nowiki>[[Pro Bank|Bank]]<nowiki> | </nowiki>[[Pro Price List|Price List]]<nowiki> | </nowiki>[[Pro Sales Invoice Print|Sales Invoice Print]] | + | | 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="box-sizing: inherit;" | ||
| style="" |Sales | | style="" |Sales | ||
Latest revision as of 13:51, 4 August 2021
Contents
Users Group Access Aids
Managing Users Group Access
Adding New Users Group Access
- On the Main Menu, click the Gear Icon then choose Maintenance
- Under Maintenance Side Bar, Click Users Group Access
- Under Users Group AccessMenu, Click Options then choose Create New User Group
- Fill up the necessary fields and tick the following modules that the users allowed to access.
- Click Save
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Viewing Users Group Access
- On the Main Menu, click the Gear Icon then choose Maintenance
- Under Maintenance Side Bar, Click Users Group Access
- Under Users Group Menu, Select the Users Group that needs to view its details, click the drop down arrow then choose View
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Editing Users Group Access
- On the Main Menu, click the Gear Icon then choose Maintenance
- Under Maintenance Side Bar, Click Users Group Access
- Under Users Group Menu, Select the Users Group that needs to edit its details, click the drop down arrow then choose Edit
- Update the necessary fields and restrictions
- Click Save
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Deleting Users Group Access
- On the Main Menu, click the Gear Icon then choose Maintenance
- Under Maintenance Side Bar, Click Users Group Access
- Under Users Group Menu, Select the Users Group that needs to delete its details, click the drop down arrow then choose Delete
- Click Yes to proceed on Deletion Process
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Assigning Users in Users Group Access
- On the Main Menu, click the Gear Icon then choose Maintenance
- Under Maintenance Side Bar, Click Users Group Access
- Under Users Group Access Menu, Select the Users Group that needs to assign users, click the drop down arrow then choose Assign Users
- Tick the following Users
- Click Tag Users
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Unassigning Users in Users Group Access
- On the Main Menu, click the Gear Icon then choose Maintenance
- Under Maintenance Side Bar, Click Users Group Access
- Under Users Group Access, Select the Bank that needs to be deleted, click the drop down arrow then choose Unassign Users
- Tick the following Users to be untagged
- Click Untag Users
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