Add or Edit a Group

Groups is used to add or update groups.

PREREQUISITES: You must be a Storeroom domain administrator, Cityworks administrator, or domain administrator to view the Configure menu and access the Groups page. See Add or Edit a Domain and Add a Domain Admin for more information. Alternatively, the View, Edit, or Admin permission must be applied to a group you're in to access and interact with this page. Storerooms must be created before defining groups rights under Configure > Storeroom Material. See Add or Edit a Storeroom for more information. Employees must be added in Admin. See Add or Edit an Employee in the Admin 3.6 Guide for more information.

1. Tap Configure from the menu.
2. Tap Groups.
3. Tap Add group to add a new group.

4. Enter the Group Name and Description.
5. Tap Create Group.

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

7. Add employees to the group by tapping the Users field and entering 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. If a group member is removed from a group in their default domain, an error displays. If you still want to remove the group member from the group, their default domain needs to be changed.

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

8. 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 Groups Fields.

9. Select None, View, Edit, or Admin from the drop-down lists.

NOTE: Storeroom administrators or Cityworks administrators already have permission to see and interact with any page on the Configure tab.

10. 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 appears at the bottom of the window that says Changes Saved when you make changes to the page.