Difference between revisions of "Pro Users Group Access"
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==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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| + | ===== <span class="mw-headline" id="Requirements_before_using_Sales_Module" style="box-sizing: inherit;"><span class="mw-headline" id="Requirements_before_using_Sales_and_Service_Invoice" style="box-sizing: inherit;"><span class="mw-headline" id="Requirements_before_using_Sales_Module" style="box-sizing: inherit;"><span class="mw-headline" id="Requirements_before_using_Sales_Quotation" style="box-sizing: inherit;">Requirements before using Users Group Module</span></span></span></span> ===== | ||
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| + | * The user should setup the following Maintenance Module in order to proceed on using the Users Group Access Module | ||
| + | *# [[Pro Users|Users]] | ||
| + | * For detailed instructions on how to setup the needed Maintenance Module, the user may visit the following Job Aid pages: | ||
| + | *# [[Oojeema Pro Users Group Access Job Aids|Users Group Access Job Aids]] | ||
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| + | <br /> | ||
=====Users Group Menu List===== | =====Users Group Menu List===== | ||
Latest revision as of 13:54, 4 August 2021
Chart of Account | Customer | Vendors | Items | Tax | Users | Users Group Access | Bank | Price List | Sales Invoice Print | Users Group Access Job Aids
Contents
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.
Requirements before using Users Group Module
- The user should setup the following Maintenance Module in order to proceed on using the Users Group Access Module
- For detailed instructions on how to setup the needed Maintenance Module, the user may visit the following Job Aid pages:
Users Group Menu 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
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
| 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
Tagging Users in User Group
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
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