Users Group Access Job 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

Users Group Access Aids

Managing Users Group Access

Adding New Users Group Access

1. On the Main Menu, click the Gear Icon then choose Maintenance
2. Under Maintenance Side Bar, Click Users Group Access
   
3. Under Users Group AccessMenu, Click Options then choose Create New User Group
   
4. Fill up the necessary fields and tick the following modules that the users allowed to access.
   
5. Click Save
   

Viewing Users Group Access

1. On the Main Menu, click the Gear Icon then choose Maintenance
2. Under Maintenance Side Bar, Click Users Group Access
   
3. Under Users Group Menu, Select the Users Group that needs to view its details, click the drop down arrow then choose View
   

Editing Users Group Access

1. On the Main Menu, click the Gear Icon then choose Maintenance
2. Under Maintenance Side Bar, Click Users Group Access
   
3. Under Users Group Menu, Select the Users Group that needs to edit its details, click the drop down arrow then choose Edit
   
4. Update the necessary fields and restrictions
   
5. Click Save

Deleting Users Group Access

1. On the Main Menu, click the Gear Icon then choose Maintenance
2. Under Maintenance Side Bar, Click Users Group Access
   
3. Under Users Group Menu, Select the Users Group that needs to delete its details, click the drop down arrow then choose Delete
   
4. Click Yes to proceed on Deletion Process
   

Assigning Users in Users Group Access

1. On the Main Menu, click the Gear Icon then choose Maintenance
2. Under Maintenance Side Bar, Click Users Group Access
   
3. Under Users Group Access Menu, Select the Users Group that needs to assign users, click the drop down arrow then choose Assign Users
   
4. Tick the following Users
   
5. Click Tag Users

Unassigning Users in Users Group Access

1. On the Main Menu, click the Gear Icon then choose Maintenance
2. Under Maintenance Side Bar, Click Users Group Access
   
3. Under Users Group Access, Select the Bank that needs to be deleted, click the drop down arrow then choose Unassign Users
   
4. Tick the following Users to be untagged
   
5. Click Untag Users