Editing User Groups
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[[File:UserSecurityClearancesTab.jpg]] | [[File:UserSecurityClearancesTab.jpg]] | ||
− | <br>'''Edit Labor Details''' - If checked, user can add and edit labor items | + | <br>'''Edit Labor Details''' - If checked, user can add and edit labor items oo 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 |
− | <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 |
− | <br>'''Land on Grid''' - | + | <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>'''Dispatch Locked''' - If checked, user cannot change labor on the dispatch calendar | <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. | <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. | ||
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[[File:UserGroup_UserSecurity_Flags.png]] | [[File:UserGroup_UserSecurity_Flags.png]] | ||
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* '''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 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. | * '''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. | ||
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The <span style="color:orange"> '''User Accounts''' </span> section provides access to the user accounts in SME. | The <span style="color:orange"> '''User Accounts''' </span> section provides access to the user accounts in SME. | ||
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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 | + | 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. |
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* '''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. | * '''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 Update Program'''- Only the Admin login should have that enabled as it can only be done from the server. | ||
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* '''Can Edit/Create Views'''- this allows user to create new search views in the search windows throughout SME. | * '''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. | * '''Add to Lists''' - allows users to add values to drop down fields directly in the field rather than going to the setup module. | ||
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* '''Maintain Custom Table''' - Gives the user the ability to setup the custom tables for the Custom Tabs. Utilities> Custom Tabs. | * '''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 | * '''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 | ||
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<h3>Tab Settings Tab</h3> | <h3>Tab Settings Tab</h3> | ||
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<h3>Additional Settings tab</h3> | <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 | + | 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]] | <br>[[File:UserGroup AdditionalSettingsTab.png]] | ||
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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]] | ||
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