Create User Groups

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.
   
   

   Open

   

    

2. Click Security.
   
   

   Open

   

3. Click User Group Maintenance.
   
   

   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.
   
   

   
   
   

4. Click Add New.
   
   

   
   
   

5. Enter a Group Name & Description.
   
   

    

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

   
   
   

7. Click the Module Permissions tab.
   
   

   
   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.
   
   
   

8. Click Save.