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Setup Groups

Groups

There are two default Groups in SI 5: Administrators and Everyone.  You can modify these and you can create your own Groups.  Typical Groups could include Sales, Engineering, Accounting, and Installation.  Groups are assigned permissions (or in some cases restrictions) and then you will assign your Users to the appropriate Group.

Manage Groups

To manage your Groups, click the Groups button in the SI5 Administration Console.

File:User:Seth_Enos/Setup_Groups/image001.png

The following screen displays:

File:User:Seth_Enos/Setup_Groups/image002.jpg

note_50SI 5 comes pre-set with two Groups: Administrators and Everyone.  To modify the permissions for any Group, select the Group, then select the permissions, then use the [>>] and [<<] buttons to add or remove the permissions.  To assign Users to a Group, select from the “Available Users” section and then use the [>>] and [<<] buttons to add/remove Users.  Click [Save] to save changes to a Group.  [Remove] will delete a Group.

Create Groups

To create a new Group, click [New].  You will be prompted to enter a Group Name:

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Click [Save] and then assign your permissions and Users to the Group.

File:User:Seth_Enos/Setup_Groups/image005.jpg

note_50Care should be taken when assigning permissions.  Most permissions grant rights.   However, a few cost and accounting "permissions" restrict rights.

Permission

Behavior

Create Project

Grants access to create a project

Edit All Projects

Grants access to edit any project, even if your user is not in the "Assigned To" field

Edit Own Projects

Grants access to only those projects created by the user

Read All Projects

Grants access to read/view all projects, even if your user is not in the "Assigned To" field

Read Own Projects

Grants access to read/view only those projects created by the user

Delete Project

Grants right to delete projects

Data Page

Grants access to MMPD

Add/Edit Data

Allows user to add and edit data within MMPD

Delete Data

Allows user to delete data from MMPD

LANSync Data Sync

Allows user to synchronize changes from their local database to the SI5 Server as well as Copy Down From Server.  See LANSync for more info.

LANSync Administrator

Allows the user to Copy Up To Server, Copy Project Defaults, and Resolve Conflicts. See LANSync for more info.

Edit Client

Allows user to add and edit Clients on the Clients and Contacts tab.

Delete Client

Allows user to delete a Client from the Clients and Contacts tab.

Business Manager Page

Allows access to create Sales Orders and Work Orders on the Orders and Accounting tab.

Data Administration Page

Allows user to to have access to the Administration tab within MMPD.

Create Custom Reports

Allows user to generate custom reports via the Report Designer

Run Excel Reports

Allows user to run Excel reports.

Add/Edit Service Orders

Allows user to create or edit Service Orders

Add/Edit Tasks

Allows user to create or edit Tasks

Assign Resources

Allows user to create and assign Resources for scheduling

Manage Schedule

Unrestricted scheduling capabilities. Allows user to modify project working hours and move tasks in the resource calendar, as well as perform all tasks listed in Add/Edit Task, Add/Edit Service Order, and Assign Resources above

Allow QuickLinks

Allows user access to QuickLinks (optional, additional license)

Restrict Cost Factors

Restricts users from changing the following fields/sections under the Setup tab: Company Information, Projects Folder, Default Wire Length, Measurement Units, Taxes, and Phases.

Restrict Price

Restricts user from modifying the price of products in MMPD

Restrict Cost

Restricts user from modifying the cost of products in MMPD

Restrict Accounting Information

Restricts user from modifying the Item Number and Vendor Name (assigned via QuickLinks) in the Product Properties form.  This also restricts the user from changing the tax values in the Setup tab.

 

Once you’ve added the Group Permissions, click [Save]:

File:Si5Wiki/SI5/02Installation_Admin/06Administration_Console/Setup_Groups/groups_admin_console.jpg

 

 

 

 

 

 

Last modified
12:52, 26 Nov 2013

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