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User Groups and Permissions

Settings

 

User Groups allow you to limit access to Users via Permissions.

What are the benefits of these settings?

 

As a SIX Administrator, you can control what access your Users have to features of SIX.

When to use these settings?

 

In a multi-user environment, it is often necessary to limit access to certain features within SIX. For example, you may not want some users to view pricing in the Catalog, or you might not want to grant QuickBooks transfer access to some users.

Details

 

The Manage User Groups form allows you to create User Groups and set permissions for each group.

 

manage user groups form.jpg

Controls

 

You can add/edit/delete User Groups:

 

File:SIX_Guide/005_Setup/002_Control_Panel/001_Application/002_Users/User_Groups/add_user_groups.jpg

 

You have Select All, Deselect All, Expand All, and Collapse All buttons for the permissions.

 

Permissions

 

Permissions for User Groups can grant/deny access to features/functions in SIX.

Catalog

 

 

 

Permission

Function
Catalog Grants all Catalog permissions
View Catalog

Grants the ability to view the Catalog. Denying this permission negates all permissions below in the list

Create/Modify Products Grants the ability to create or modify existing Products

Create/Modify Labor

Grants the ability to create or modify existing Labor Items
Create/Modify Packages Grants the ability to create or modify existing Packages
Delete Products Grants the ability to create or delete Products
Delete Labor Grants the ability to create or delete Labor Items
Delete Packages Grants the ability to create or delete Packages
View Costs Grands the ability to view/edit costs for Products, Labor Items, and Packages
View Prices Grants the ability to view/edit pricing for Products, Labor Items, and Packages
Share Product Queries Grants the ability to share Queries that you create
Modify Catalog Settings Grants the ability to modify the Catalog Settings

Projects

 

 

Permission Function
Projects Grants all Project Permissions
View All Projects

Grants the ability to view all Projects.

View My Projects Grants the ability to only see Projects that are assigned to this User.
Create/Modify Projects Grants the ability to create or modify existing Projects
Create/Modify Drawings Grants the ability to create or modify existing Project Drawings
Create/Modify Revisions Grants the ability to create or modify existing Project Revisions
Delete/Archive Projects Grants the ability to delete or archive Projects
Delete Drawings Grants the ability to delete Project Drawings
Delete Revisions Grants the ability to delete Revisions of Projects
Create Products Grants the ability to create new Products within the Project Editor
Create Labor Grants the ability to create new Labor Items within the Project Editor
View Costs Grants the ability to view Item costs and Phase costs within the Project Editor
View Prices Grants the ability to view Item pricing within a Project
Create Project Templates Grants the ability to create Project Templates
Modify Project Settings Grants the ability to modify Projects Settings

Mobile Quotes

 

 

Permission Function
Mobile Quotes Grants all Mobile Quote Permissions
Use Mobile Quote App Grants the ability to use the Mobile Quote App
Manage Mobile Devices

Grants ability to manage which mobile devices can be used with SIX

View All Mobile Quotes Grants the ability to view all MobileQuotes
View My Mobile Quotes Grants the ability to view only MobileQuotes that are assigned to this user
Delete Mobile Quotes Grants the ability to delete MobileQuotes.
 

Reports

 

File:SIX_Guide/005_Setup/002_Control_Panel/001_Application/002_Users/User_Groups/report_permissions.jpg

 

 

Permission Function
Reports Grants all Reports Permissions
Run/View Management Reports Grants (or more specifically, Denies) the ability to view/run Management reports.
Run/View Reports

Grants the ability to run and view Reports

Create/Modify Reports Grants the ability to create and modify Reports via the Report Designers
Delete Reports Grants the ability to delete Custom Reports
Publish Reports Grants the ability to publish and share Custom Reports

Clients and Contents

 

 

 

Permission Function
Clients and Contacts Grants all Clients and Contacts Permissions
View All Clients Grants the ability to view all Clients
View My Clients Grants the ability to view only Clients assigned to this User
Create/Modify Clients Grants the ability to create and modify existing Clients
Delete Clients Grants the ability to delete existing Clients
View All Contacts Grants the ability to view All Contacts
View My Contacts Grants the ability to view only Contacts assigned to this User
Create/Modify Contacts Grants the ability to create and modify existing Contacts
Delete Contacts Grants the ability to delete existing Contacts
View Vendors Grants the ability to view Vendors
Create/Modify Vendors Grants the ability to create and modify existing Vendors
Delete Vendors Grants the ability to delete existing Vendors

 

Service Orders

 

File:SIX_Guide/005_Setup/002_Control_Panel/001_Application/002_Users/User_Groups/service_orders_permissions.jpg

 

 

Permission Function
Service Orders Grants all Service Orders Permissions
View Service Orders Grants the ability to view existing Service Orders
Create/Modify Service Orders Grants the ability to create and modify existing Service Orders
Delete Service Orders Grants the ability to delete existing Service Orders

Schedule

 

 

 

Permission Function
Schedules Grants all Scheduling Permissions
View Schedules Grants the ability to view existing Schedules
Create/Modify Schedules Grants the ability to create and modify existing Schedules
Delete Schedules Grants the ability to delete existing Schedules

Application

 

File:SIX_Guide/005_Setup/002_Control_Panel/001_Application/002_Users/User_Groups/application_permissions.jpg

 

 

Permission Function
Application Grants all Application Permissions
Manage Users Grants the ability to add/edit/delete/sign out Users
Modify Company Information Grants the ability to modify the Company Information settings

QuickBooks

 

 

 

Permission Function
QuickBooks Grants the all QuickBooks Permissions
Import/Export Customers Grants the ability to import and export Clients to create Customers in QuickBooks
Import/Sync Vendors Grants the ability to import and synchronize Vendors to/from QuickBooks
Export/Sync Products Grants the ability to export products/labor from SIX to create new Items in QuickBooks. Also grants ability to the Sync function to keep the two databases consistent
Export to Estimates and Purchase Orders Grants the ability to transfer a Project in SIX to an Estimate and/or Purchase Order in QuickBooks

Stencils and Blocks

 

File:SIX_Guide/005_Setup/002_Control_Panel/001_Application/002_Users/User_Groups/stencils_and_blocks_permissions.jpg

 

 

Permission Function
Stencils and Blocks Grants all Stencil and Block Permissions
Delete Stencils and Blocks Grants the ability to delete Stencils and Blocks
Publish Stencils and Blocks Grants the ability to publish Stencils and Blocks to share with all Users
Last modified
11:07, 22 Apr 2014

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