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Setup Groups

Setup Groups

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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.

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The following screen displays:

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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.

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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 regardless of who the "Assigned To" user is for the project

Edit Own Projects

Grants access to only the projects created by the user

Read All Projects

Grants access to read/view all projects regardless of who the "Assigned To" user is for the project

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 in the MMPD interface. Also allows the user access to the Setup tab.

Delete Data

Allows user to delete data from the MMPD interface

LANSync Data Sync

Allows user to synchronize their local data with the SI5 Server and to Copy Down To Local. See LANSync for more info on these functions.

LANSync Administrator

Allows user access to Copy Up To Server, Copy Project Defaults, and Resolve Conflicts. See LANSync for info on these functions.

Edit Client

Allows user to create or edit Clients on the Clients and Contacts tab.

Delete Client

Allows user to delete Clients on the Clients and Contacts tab.

Business Manager Page

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

Data Administration Page

Allows user to Compact master database, Backup master database or Restore master database within the MMPD.

Create Custom Reports

Allows user to generate and install custom reports

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

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 user from modifying global cost and price factors  (see Navigator > Setup > Price in the SI 5 User Guide)

Restrict Price

Restricts user from modifying the price of a Product in the database

Restrict Cost

Restricts user from modifying the cost of a Product in the database

Restrict Accounting Information

Restricts user from modifying Tax Codes and Rates

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

File:Installing_SI5_Pro/Registration_Admin/Setup_Groups/image008.png

 

 

 

 

 

 

 

 

Last modified
12:54, 26 Nov 2013

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