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User groups

Menu: Admin → User Group

User groups define roles: which menus, reports, and actions each staff type may use.

Special features​

  • Admin sub-tab User Group.
  • List: group name, description, published status.
  • Detail: permissions per module (Inventory, Sales, Purchase, Report, Admin).
  • Staff accounts link to one User Group—see User management.

Workflows​

Steps

  1. Open Admin → User Group.
  2. Review existing groups (for example Super Administrator, sales, warehouse).
  3. Open a group to tick or clear module permissions.
  4. Save and ask a test user in that group to sign in and verify access.

Validation rules​

RuleDetail
Super AdministratorFull access—assign only to trusted users
Report tilesReport menu visibility follows group rights
PublishedUnpublished groups cannot be assigned to new staff

Manage User Groups​

User group list with names and published status

Manage User Groups — list view​

The User Group list shows all roles. + New creates a custom group; edit an existing group to tighten report or admin access.

User group detail with module permissions

User Group Details​

The detail screen lists permissions by module. Match each group to real job roles—sales staff rarely need Admin → Settings.

  • User management — assign User Group on each staff record.
  • Reports — report access is controlled by group.