User Groups

SME 6.2 adds the capability of user groups. This powerful feature provides a number of benefits including the following:

   ** Simplifies user settings by grouping all users settings into a group.  This user group is applied to a user.  For example, you could create a technician group, a limited user group, a sales group, or a full rights group. New groups can be quickly created and then applied to a number of users.
   ** User Groups allows hiding of tabs and features throughout SME.  This will provide a much simpler user interface for users by removing unneeded features and functions.
   ** Companies can remove unneeded SME features and tabs by removing these for all user groups.  This allows companies to customize SME for their needs and simplifying the application for all users.
   ** User groups can be established to hide financial information.  By hiding features and tabs that hold customer financials such as balances, aging, and rates; user groups can be established that do not have access to this information.

Guide on User Groups

  #1. User groups are setup in Setup>Company>User Groups
  #2. An Administrator Group is created by default along with the Admin user assigned to the Administrator Group
  #3.  
  #4. Navigation Bar

  #1.  
  #2. New:  New user group
  #3. |< First:  Navigate to the first user group
  #4. < Prior: Navigate to the prior user group
  #5. > Next: Navigate to the next user group
  #6. >| Last: Navigate to the last user group
  #7. Edit: Edit the User Group:^ Delete a User Group:-
  #8. Save: Save the user group changes
  #9. Delete: Delete the user group
 #10. Cancel: Cancel the changes.  The Delete button changes to the cancel button in edit mode

  #5. User Security Clearances:

  #1. For EVERY module in SME you can select read, write and report access.
  #2. To enable full rights to all modules, select Set All Read Access, Set All Write Access, and Set All Report Access.  Then go to any modules you do not want to provide access, and uncheck the read, write or report clearance checkmarks.
  #3. To give no access to a user group, select Clear for all the buttons.  Then go to each module that you want to provide access and selec the check marks for read, write or report access.

Other Sections

   ** Administrative Clearances
         *o This section is used to provide work flow rights
         *o User is an administrator:  This gives various special administrative rights not included in the specific options below.
         *o Order Abilities: Give rights to edit or delete orders.
         *o User Accounts: Give rights to access the user accounts section
         *o Financial Data Access: Give rights to see financial type data. 
               + Proposals Administrator: Gives rights to manage approved proposals
               + View Costs and Totals: If this is unchecked the user will not see ANY costs or prices on order items.  Only the default cost and prices will be used and hidden.
               + View Credit Card Info: Allow user to see credit card data.
         *o Company Defaults: Provide read and write access to the Setup>Company area.
         *o Miscellaneous:
               + Reindex Data:  Allow user to reindex the database
               + Modify Reports:  Allow user to modify reports
               + Can Update Program:  Allow user group to get live updates for the program
               + Do Automatic Backup:  NOTE: IT is NOT recommended to use SME utilities for backup, see SME Backups
               + Can Create Companies:  SME allows multiple company files, each with it's own database.  This option allows the user to create new companies.  This should be unchecked for most users.
               + Utlities Access: Gives user rights to access the utilities section for things like inventory reconciliation, import and exports, and others.
               + Can Update Docs:  User can update stored documents
               + Can Edit/Create Views:  Allows the user to edit and create new views.  This should probably be checked for most users.
               + Startup Options: Gives user ability to set the startup options in Preferences>Startup for creating recurring orders, scheduled services, recurring invoices, etc.
               + QB Synch:  Give user the right to initiate a sync with QuickBooks.  This is shown in Tools>Sync QuickBooks
               + Maintain Custom Table: Gives user rights to create or update the custom table for customers.
   * Main Form Elements:  Show the various options buttons such as barcoding, search, calculator, etc.
   * Common Elements: There are various tabs throughout such as stored documents, activities and so on that can be shown or hidden from here.
   * Sales Form: Set which options and tabs show in the Sales Lead module
   * Customer Elements: Set which tabs to show in the Customer module
   * Customer Form:  Set which options to show in the Customer module
   * Service Orders Form: Set which options and tabs to show in the Service order module
   * Install Orders Form: Set which options and tabs to show in the Install order module
   * Invoices Form: Set which options and tabs to show in the Invoice module
   * Recurring Orders Form: Set which options and tabs to show in the Recurring order module