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Use the User Group maintenance screen to create and edit group security permissions.

Pre-Requisites

  1. None

Step-by-Step Guide

  1. Access the Master module.

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  2. Click Security.

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  3. Click User Group Maintenance.

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    This will bring up a new window that will allow management of user groups. On the left will be a list of current user groups defined.
    Select one of the user groups and the right part of window will change to show a list of users with a check box next to those users that
    are a member of the selected group.

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  4. Click Add New.

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  5. Enter a Group Name & Description.

...

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  2. Click Assigned to Group option for any users that should be configured for this User Group.

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  3. Click the Module Permissions tab.

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    Using the different Module Tab's (Inventory, Ledger, Logistics, Master, Orders, etc...) check the Grant option for desired function permissions.

    Optional: Click the Check All button to give the group access to all functions within that Module.

  4. Click Save

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