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.
   
   

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

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7. 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.
   
   
   

8. Click Save. 
   
   

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