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Users Group Access

Revision as of 12:48, 4 August 2021 by Gelo (talk | contribs)

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