Add or Edit a Group

Groups is used to add or update groups.

PREREQUISITES: You must be a domain administrator or Storeroom administrator to view the Config menu and access the Groups page. See Add or Edit a Domain Admininstrator in the Designer for 15.4 Guide or Add a Domain Admin for more information. Storerooms must be created before defining groups rights under Config > Storeroom Material. See Add or Edit a Storeroom for more information. Employees must be added in Designer under General > Employees. See Add or Edit an Employee in the Designer for 15.4 Guide for more information.

1. Tap Config from the menu.
2. Tap Groups.

The Groups panel lists all existing groups. You can filter this list by tapping the filter icon and typing the first few letters of the group. Tap the gear icon to adjust the number of rows shown in the panel. The number set in this panel, will persist on all other administrative pages.

3. Tap the add icon to add a new group.
4. Enter the Group Name and Description, then tap Create Group.

5. Tap the arrow to the right of the new group to add users and group rights.

6. Add employees to the group by tapping the Users field and typing the name of the users in the search field. Select the check box next to the desired user to add them.

NOTE: If you have a user who needs to issue material from a work order, but isn't licensed for Storeroom, add them to a group and give the group Can Issue rights to all storerooms they work in. This allows the user to select a storeroom while issuing material from a work order outside of Storeroom.

TIP: Tap the X next to a group member to remove it from Group Members, or press Delete on your keyboard.

The rights of the group display for the listed storeroom(s) under the Users field.

7. Select the appropriate permissions for each group for Can Issue, Can Receive, Can Transfer, and Can Audit.

NOTE: If a user has Can Issue rights, Can Receive rights should also be given so that unused material can be received back into the storeroom. Any user has the rights to perform a requisition as it is merely a request for material and doesn't affect the inventory.

For an explanation of the group rights found on this page, see Group Rights Fields.

8. To edit a group, tap the arrow to the right of a group in the Groups panel and make the desired changes.

NOTE: Storeroom automatically saves the changes you make. A notification will appear at the bottom of the window that says Changes Saved when you make changes to the page.