1. Group Administration
1.1. Introduction
 

SECURITY SETUP - GROUPS

ADDRESS

{rootURL}/Admin/Groups
 
NOTE: {rootURL}   is the URL you use to access web ManEx

AVAILABLE ACTIONS

From this screen, the system admin can:

  1. Create a new group
  2. Change group permissions
  3. Delete existing groups

 

SPECIAL SETUP INFO

If the user is a system admin, or has group edit permissions, they will be able to show group setup from the user tools menu.  This will add a lock icon to each restricted button/field on the current form.  Clicking the icon will display the required role and which groups have that role assigned.  The user will be able to modify the group from there to ensure uses have the access they need.

1.2. Fields and Definitions
 
 
 

IMPORTANT FIELDS

Each listed role has the following sections:

  1. View - grants view permissions to specific modules
  2. Add - grants permission to add records to specific modules
  3. Edit - grants permission to edit records in specific modules
  4. Delete - grants permission to delete records in specific modules
  5. Price - grants permission to pricing information in specific modules
  6. Setup - grants setup permission for specific modules
  7. Print - grants report view/print permissions for specific modules

NOTE: Not all modules honor these roles at this time, but that functionality will be added over time.  Establishing the groups and permissions will help create a smoother transition as those features are released.

Groups should be very specific and grant access accordingly.  For example, the admin may not want to grant inventory receiving permission to the Purchasing Manager group, even if the purchasing manager is responsible for receiving.  Instead, they may want to create a group for "Receiving Manager" and assign that group to the user.  This way if they later hire a Receiving Manager they can grant access to the new user by simply selecting that group, and remove receiving permissions from the Purchasing Manager by simply removing the Receiving group.  There are no limits on the number of groups and assigned users.

 
 
1.3. How To for Group Administration
1.3.1. Add or Edit a Group
 
Enter WebManEx and Select Setup
 
 
 
Select Group Administration
 
 
Highlight a Group and the following screen will appear, displaying the Permission Settings for this specific Group
 
 
With in this screen you can Add a Group, Change the Groups Permission Settings, or Delete a Group.