User Groups - Revision history

DavidH at 20:49, 24 August 2016

2016-08-24T20:49:40Z

DavidH at 20:38, 24 August 2016

2016-08-24T20:38:25Z

Amy: /* Setup User Groups */

2013-12-18T16:53:49Z

Setup User Groups

Amy: /* Setup User Groups */

2013-12-18T16:50:48Z

Setup User Groups

Amy: /* Setup User Groups */

2013-12-18T16:48:34Z

Setup User Groups

Amy: /* Setup User Groups */

2013-12-18T16:45:09Z

Setup User Groups

Amy: /* Setup User Groups */

2013-05-01T23:51:42Z

Setup User Groups

Amy: /* Setup User Groups */

2013-05-01T23:49:24Z

Setup User Groups

Amy: /* Setup User Groups */

2013-05-01T23:48:15Z

Setup User Groups

Amy: /* Setup User Groups */

2013-05-01T23:40:06Z

Setup User Groups

@@ Line 120: / Line 120: @@
 ==User Is An Administrator==
 '''If left unchecked setting Restricts group from: '''<br>
 *    Restricted access on reports, search views, and custom fields

← Older revision		Revision as of 20:38, 24 August 2016
Line 116:		Line 116:
	In a User record, you can type a new user group directly in the '''User Group''' field then hit 'Enter' on your keyboard. You will be asked if you want to add the new user group. Click '''Yes''' and a new user group is created. You will have to go to the User Group and set all the setting since the new user group will have access no module and no settings on the Administrative Settings tab.		In a User record, you can type a new user group directly in the '''User Group''' field then hit 'Enter' on your keyboard. You will be asked if you want to add the new user group. Click '''Yes''' and a new user group is created. You will have to go to the User Group and set all the setting since the new user group will have access no module and no settings on the Administrative Settings tab.
	<br>[[File:AddUserGroupOnTheFly.png]]		<br>[[File:AddUserGroupOnTheFly.png]]
		+
		+
		+	==User Is An Administrator==
		+
		+	'''If left unchecked setting Restricts group from: '''<br>
		+	* Restricted access on reports, search views, and custom fields
		+	* Converting inventory from an inventory item to non-inventory item
		+	* Clearing 0 count records from inventory items
		+	* Deleting records from the inventory> Material Details tab
		+	* Clearing inventory transactions from Inventory> Transactions tab
		+	* Deleting an inventory record
		+	* Access to system the overview functions in utilities
		+	* Company overview (main form, overview button)
		+	* Viewing journal notes

@@ Line 37: / Line 37: @@
 [[File:UserSecurityClearancesTab.jpg]]
-<br>'''Edit Labor Details''' - If checked, user can add and edit labor items oo orders
+<br>'''Edit Labor Details''' - If checked, user can add and edit labor items on orders. If unchecked, they won't be able to add or edit labor on orders.
-<br>'''Edit Material Details''' - If checked, user can add and edit material items on orders
+<br>'''Edit Material Details''' - If checked, user can add and edit material items on orders. If unchecked, they won't be able to add or edit material on orders.
-<br>'''Edit Service Details'''  - if checked, user can add and edit service items on orders
+<br>'''Edit Service Details'''  - if checked, user can add and edit service items on orders. If unchecked, they won't be able to add or edit service items on orders.
-<br>'''Land on Grid''' - Has to do with where your cursor lands when you open a search window. If checked, it lands on the data in the grid. If not checked, it lands in the first column filter cell which is usually preferred.
+<br>'''Land on Grid''' - This determines where your cursor lands when you open a search window. If checked, it lands on the data in the grid. If not checked, it lands in the first column filter cell which is usually preferred.
 <br>'''Dispatch Locked''' - If checked, user cannot change labor on the dispatch calendar
 <br>'''Bar Code Reconciliation''' - that is related to Barcode for SME - an add-on software for SME that works with Motorolla MT2000 series barcode devices.

@@ Line 81: / Line 81: @@
 *    '''Reindex Data''' - There is no reason to reindex in SME.  SQL manages that very well. The only time you should reindex is when High5 may request you reindex and you can only perform it on the SQL server logged in as Admin.
 *    '''Can Update Program'''- Only the Admin login should have that enabled as it can only be done from the server.
 *    '''Can Edit/Create Views'''- this allows user to create new search views in the search windows throughout SME.
 *    '''Add to Lists''' - allows users to add values to drop down fields directly in the field rather than going to the setup module.

@@ Line 83: / Line 83: @@
 *    '''Can Edit/Create Views'''- this allows user to create new search views in the search windows throughout SME.
 *    '''Add to Lists''' - allows users to add values to drop down fields directly in the field rather than going to the setup module.
 *    '''Maintain Custom Table''' - Gives the user the ability to setup the custom tables for the Custom Tabs. Utilities> Custom Tabs.
 *    '''Can Unlock Tax Codes''' - There is a check box in the taxes tabs on orders & invoices so taxes would not be updated if an order/invoice were to be edited after the tax rate was changed. Old behavior was the order/invoice would get recalculated if the order/invoice were touched

@@ Line 58: / Line 58: @@
 *    '''Can Initialize Numbers''' - SME will generate an invoice number or order number, but with this option check, users can enter their own invoice number or order number.
 *    '''Can Merge Customers''' - You can merge customers into one another. So if company A is bought out by company B you can merge A into B. All records will be merged however the address info is not changed.
 The <span style="color:orange"> '''User Accounts''' </span> section provides access to the user accounts in SME.

@@ Line 97: / Line 97: @@
 <h3>Additional Settings tab</h3>
-This tab is related to TechPortal for SME Settings. If you are using TechPortal, then this tab will be populated with the options once WebService is installed. Please see the [[TechPortal Settings]] page for a description of the options.
+This tab is related to TechPortal for SME Settings. If you are using TechPortal, then this tab will be populated with the options once WebService is installed. Please see the '''[[TechPortal Settings]]''' page for a description of the options.
 <br>[[File:UserGroup AdditionalSettingsTab.png]]

← Older revision		Revision as of 23:49, 1 May 2013
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	* '''Commissions''' - If checked then user has access to commission summary on the totals tab on an order. They also see the commissions tab on the material, labor, and services added to an order.		* '''Commissions''' - If checked then user has access to commission summary on the totals tab on an order. They also see the commissions tab on the material, labor, and services added to an order.

−	The <span style="color:orange"> '''Company Defaults''' </span> section provides users access to the Setup module > Company > Setup Groups. This applies to all groups except user groups. Access to the User Group section of Setup module is determined under the User Accounts section.	+	The <span style="color:orange"> '''Company Defaults''' </span> section provides users access to the Setup module > Company > Setup Groups (image below). This applies to all groups except user groups. Access to the User Group section of Setup module is determined under the User Accounts section.