Security - Users - User Security Groups
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This article will provide an overview of how to create, edit, and duplicate User Security Groups.
In this article:
- Overview
- Creating User Security Groups
- Editing User Security Groups
- Duplicating User Security Groups
- Accessing Charges
Overview
User Security Groups assign Modules and Actions based on User Types in smaller and more manageable groups. These groups are designed to help users manage large numbers of team members, dividing them into specific categories with customizable configurations and settings.
Creating User Security Groups
To get to User Security Groups:
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Click Setup from the left-navigation menu.
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Click User. A drop-down will appear.
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Under User Security, select User Security Groups.
- A new page called Security Groups will open up.
- Under Business Unit Employees, select Add New Security Group.
- Fill in the necessary details for each section.
The following table briefly explains what each section is used for:
| Properties | Description |
|
User Permissions |
To configure users' personal information such as profile and address. |
|
Access to Wages |
To adjust a user group's ability to view wages. |
|
Access to Schedule |
To adjust the viewability of a group's schedule. |
|
Booking |
To set a group's configuration settings for schedules and work orders. |
|
Accounts |
To manage how much control a group has over various accounts. |
|
Jobs |
To configure a group's accessibility to jobs, work orders, panels, and buttons. |
|
Contracts |
To allow a group to create, cancel and update contracts. |
|
Quotes |
To allow a group to create, cancel and update quotes. |
|
Invoices |
This allows a group to create, cancel, update invoices, and more. |
|
Cases |
To allow a group to create, cancel and update cases, among other things. |
|
Access to Reports |
To allow a group to create, copy, and filter reports. |
|
Other |
To give a group the ability to use Personal Clock In, Team Clock In, Overwrite Clocked In Records, and Data Export. |
Editing User Security Groups
To edit User Security Groups:
- Click Setup from the left-navigation menu.
- Click User. A drop-down will appear.
- Under User Security, select User Security Groups.
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Under Business Unit Employees, click on Actions for the respective group you want to edit.
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Scroll down, under Accounts, tick and untick any boxes to configure and customize your desired settings for your User Group.
Note: Turning off action here applies those settings for that particular User Type throughout the system.
Duplicating User Security Groups
To create a copy of a User Group:
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Click Copy under Actions on the right-hand side of the same page.
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Click OK to confirm.
Note: Module and Action permissions are retained from the original security group upon duplication.
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The new copy will appear below the original User Group.
Accessing Charges
For security permissions, specific User Groups can be set up so they cannot see charges. To make user charges invisible:
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On the left navigation menu, click Setup.
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Click User. A drop-down will appear.
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Under User Security, select User Security Groups.
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Under Business Unit Employees, click on Actions for the desired group.
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Scroll down until you get to Jobs.
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Click Jobs, and a drop-down will appear.
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Untick Allow to View Charges.
Note:
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Discount prices can also be applied with this configuration.
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All User Security Groups can be set up this way, but it will always be visible for system administrators who charge others.
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Once set up, charges will not be visible, but the quantity and actual charges are still editable.