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
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*# [[Pro Users|Users]]
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* For detailed instructions on how to setup the needed Maintenance Module, the user may visit the following Job Aid pages:
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*# [[Oojeema Pro Users Group Access Job Aids|Users Group Access Job Aids]]
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=====Users Group Menu List=====
 
=====Users Group Menu List=====

Latest revision as of 13:54, 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.

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
    1. Users
  • For detailed instructions on how to setup the needed Maintenance Module, the user may visit the following Job Aid pages:
    1. Users Group Access Job Aids


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 Purchase | Purchase Order | 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 Chart of Accounts Job Aids | Customers Job Aids | Vendors Job Aids | Items Job Aids | Tax Job Aids | Users Job Aids | Users Group Access Job Aids | Bank Job Aids | Price List Job Aids | Sales Invoice Print Job Aids | Update User Profile Job Aids | Feedback Job Aids
Sales Aids Sales Job Aids
Purchase Aids Purchase Job Aids
Expense Aids Expense Job Aids
Journal Aids Journal Job Aids
Reports Job Aids
Financial Statements Balance Sheet Job Aids | Income Statement Job Aids | Trial Balance Job Aids | General Ledger Job Aids | General Journal Job Aids | Statement of Account Job Aids | Accounts Receivable Aging Job Aids | Accounts Payable Aging Job Aids
Inventory Reports Sales Report Job Aids | Purchase Report Job Aids | Item Tracking Job Aids
Tracking Reports Audit Trail Job Aids
Tax Reports Sales Journal Job Aids | Purchase Journal Job Aids | Receipt Journal Job Aids | Discount Senior and PWD Job Aids | Disbursement Journal Job Aids | BIR Form 0605 Job Aids | BIR Form 0619E Job Aids | BIR Form 1601E Job Aids | BIR Form 1601EQ Job Aids | BIR Form 1604E Job Aids | Sales Relief Job Aids | Purchase Relief Job Aids