User Group Maintenance

The user Group maintenance allow the user to create different groups for the company for security purposes.  This allows to create the user to group different users into a User Group such as Cashiers, Head Cashiers, Buyers etc. The security is entered by User Group and not by User so it makes it easier to maintain security or when you add new users to your company.

User Group: The user must type in the user name in this field such as Cashiers.

English Description: The user must type in the description in this field.

Other Description: The user must type in another description in this field.

Start Menu: The user can choose which menu that this group will start at.  For example, might me Cash Entry for Cashiers and Head Cashiers.

New Password Every: The user can decide in how many days that this group will have to reset their password.  The days can go from 1 day and up to 365 days.

Security Level: Security Levels goes from 1 to 99. 1 would be the lowest security level and 99 would be the highest security level. 

By default, when creating a new user group, the status will be Active.   

NOTE: If an employee leaves or get fired, you can recall their user number and click on the Inactive Status so this user cannot by user.  Please remember to press the Save button to save your changes.

Once all the information is entered in the Header, the user must decide for each group which menu is accessible to this user group. The user will start by clicking on the accessible button beside the menu such as done below.

If the user decide that Receivables is accessible for this user group, the user will click on the Receivable menus and other menus will come up such as below:

When the user see these arrows after a menu ">>", this means that there's a sub-menu so you can click on it and the system will bring you to this sub-menu such as below.

When this user group doesn't have access to a certain menu, the accessible box  will not be clicked such as below.  This means that this user group won't have access to this menu.

Once the user completed this task, the user must press the Save button  to save the information.

Other Tabs:

Security By Company

This option allows the user to determined which company that this user group have access too such as the real company or a test company. The user must click on Main for the real company since it will be the one that well be the one that they sign in too by default.

Security by Option

Options 1:

These options allows to set-up Security by Option for this user group.

Options 2 and Options 3 are not used at this time.

History

This screen will keep an history of all fields that was changed to this specific user by displaying the following information:

User: The user number who made the change.

Field: The field name that was changed.

From: Old Information.

To: New Information.

Date/Time: Date and Time of change.

Security by Maintenance

The user must choose either Clerk Display or Customer Maintenance beside the Maintenance Field.

Let's start with Clerk Display. The following screen will pop-up:

In this option, the user must must press on the accessible button if this user has access to the Clerk Display Menu under Prices, Aging, Product Invoices or Invoices.

Let's continue with Customer Maintenance. The following screen will pop-up:

The user must press on the Add Line if the user wants to fill in this portion of the security.

Type: The user must choose a type from the drop-down list.

Credit Limit: The user must type in a Credit Limit for this type.

Terms: The user must choose a Payment Term from the drop-down list.

So when a new customer is created under the customer's maintenance, this will fill in automatically when choosing the customer type.