User groups

A user group determines which rights a user gets. You create a group, set its rights and then link the group to one or more users.

Opening the overview

In the menu, go to Access > Usergroups. You see an overview of all groups with the columns Name and Rights. Rights shows how many rights the group has. If the group is an admin group, it shows Administrator.

Creating a new user group

1. Click New user group at the top right. You only see this button if you are allowed to create user groups.
2. The Add usergroup window opens. Enter the Name of the group.
3. Click Add. Click Cancel to close the window without creating the group.

If creating the group fails, you see the message Failed to create.

In the window you only enter the name. You set the rights of the group afterwards: click the new group in the overview.

Viewing and changing a user group

Click a group in the overview. A screen opens where you can see and change the rights of that group.

The rights are divided into parts:

• General: the Name of the group and Is admin. If you turn on Is admin, the group gets all rights and you can no longer turn the separate rights on or off.
• Warehouse: Products, Orders, Inbound, Returns and Servicedesk.
• Settings: Company information, Suppliers, Webshopcredentials and Returns.
• Misc: Invoices, Users and User privileges.

For most rights you choose whether someone in this group may only read or may also manage, for example with Product Read and Product Manage.

At the bottom right of the screen are Delete and Save. You see these buttons if you are allowed to manage user groups. With Save you keep your changes. With Delete you delete the group; you confirm this first.

Linking a group to a user

You link a user group to a user in that user's screen, under Access > Users. See the article Users. When the user logs in, they get the rights of the linked group.