Users Group

Maintenance | Profit Center | Users

Users Group

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

Users Group Record List

Notes:

• User group is a required field when creating and editing the user record. The user group can be used if the status is ACTIVE

Adding Users Group

1. Go to Maintenance then click Users Group
2. Click Add Users Group Button
3. Fill up the necessary fields and tick the modules that needs to enable for the users group. Please make sure that all tabs are filled out then click Save

Field	Description	Expected Values
1.Group Name	•Desired Name for Users Group	•Alphanumeric
2.Group Desc	•Description for Users Group	•Alphanumeric
3.Dashboard View	•Allowing the Users Group to view or hide the Dashboard	•Tick/Untick
4.Modules	•Allowing the Users Group to view or hide the functions on each module	•Tick/Untick

Notes:

• When clicking on the features on a respective module. All functions within that feature will be Enabled/Disabled.

Viewing Users Group

1. Go to Maintenance then click Users Group
2. Select a Users Group record that needs to view its details. Click the drop-down arrow then click View.
3. The user has an option to edit the Users Group record upon viewing it.

Editing Users Group

1. Go to Maintenance then click Users Group
2. Select the Users Group that needs an update. Click the drop-down arrow then click Edit
3. Update the necessary Fields and Click Save

Field	Description	Expected Values
1.Group Name	•Desired Name for Users Group	•Alphanumeric
2.Group Desc	•Description for Users Group	•Alphanumeric
3.Dashboard View	•Allowing the Users Group to view or hid the Dashboard	•Tick/Untick
4.Modules	•Allowing the Users Group to view or hid the functions on each module	•Tick/Untick

Notes:

• When clicking on the features on a respective module. All functions within that feature will be Enabled/Disabled.

Activating Users Group Record

Users Group can be Activated in two ways:

• Using drop-down arrow of a record can be used in single record Activation

• Using Activate Button for activating multiple record

Deactivating Users Group Record

Users Group can be deactivated in two ways:

• Using drop-down arrow of a record can be used in single record deactivation

• Using Deactivate Button for deactivating multiple record

Deleting Users Group Record

Users Group can be deleted in two ways:

• Using drop-down arrow of a record can be used in single record deletion

• Using Delete Button for deleting multiple record

Users Group Record Option

Actions Available base on Users Group Record Status

Status	View	Edit	Deactivate	Activate	Delete
ACTIVE	☑	☑	☑		☑
INACTIVE	☑	☑		☑	☑

Notes

• The User can edit and modify the restrictions of each modules of the User Group while viewing it.
• Activating/Deactivating and Deleting of Records can be done in two ways.
  • For single records, the user may use the drop down arrow then the action that need to perform.
  • For multiple records, the user may tick the records then click the action button that need to perform
    • Click the Yes in the confirmation to proceed on the action taken.