User Groups

Navigator > Setup > Company > Users > Users, Groups and Roles

If a Company has groups of Users who will have the same permissions, you can create User Groups then add Users to the groups.

For example, you may wish to setup a Sales Group that has permissions for AR, IC and IN, but does not have permission for modules AP, PO, PA, CB, FA, GL and Report Designer. The modules with no permissions assigned will not be displayed in the Navigator for the Sales Group.

In the Users, Groups and Roles - Permissions tab, you can determine whether the group can perform particular functions, such as change prices, or see balances. There are many permission options.

To add a User Group to a Company:

1. Click Insert (F4). Select Group.
2. Enter the following fields on the User tab (Alt+U):
   • Code, the code for the User Group.
   • Name, the name of the User Group.

   Enter other fields as required.

3. Go to the Permissions tab (Alt+P). Edit the permissions for the group.
4. Set options on the Image (Alt+I), Links (Alt+K) and Memos (Alt+M) tabs, if required.
5. Click Save (F9).
6. You can then add users to the User Group. Select a user, and on the Permissions tab, select the Permission Group.