Manage Groups

NOTE: ONLY APPLICABLE TO CUSTOMERS WITH THE NEW RECEIVING & INSPECTION MODULE 

User Group allows you to assign a list of users to an overall group under one identifier e.g. perhaps you have different material inspection departments and want to add each inspection department as a group in the system. 

For example, if you raise an override record from an inspection record and you would like internal approval but the people completing the internal approval should be part of the same group as the Buyer of the purchase order is in, then based on the Buyer's number on the PO the group of people will populate automatically into the review and approval stage of the override to give their approval.

1. Add Group

Enter User Details and Select Role
  1. This field allows you to assign the group an identifier number.
  2. Add the name of the group.
  3. Select the user (contact) who is overall responsible for the group i.e. group administrator. After selecting the user, their role, employee name (contact association) and status in the system populate automatically.
  4. Use the Add Line button or tick box option in the contact drop-down to choose the users who are part of the group i.e. group members. After selecting the user their role, employee name (contact association) and status in the system populate automatically.
  5. Click Save to add the group to the system.