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In the User Groups screen you will define the groups that your users will work in. You can have as many groups as you would like and each group will be assigned a working set of menus in the group access screen. Seeing as you would probably not want your inventory stocker to have the ability to write checks or view bank account information you would need to create an inventory stock group and assign them only the ability to look up inventory items and not have AP privileges. No user should be assigned to multiple groups, so you should create as many groups as needed to assure a unique and controlled working environment.

  • SYS > Groups


The setup of this screen is as simple as it looks, once you define your groups; give them a name by typing them in this screen.
Note: Groups are by Company. To create groups in another company, you must change the company you are in.

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