Contents
Group Management
Group management in Inventory Pro spans three administration surfaces: System Groups, Group Permissions, and Group Customer Assignment. Groups define what users can see and do. Every user belongs to exactly one group.
| Surface | Navigation | Purpose |
|---|---|---|
| System Groups | System → System Groups | Create and enable groups |
| Group Permissions | System → Group Permissions | Assign security permissions per group |
| Group Customer Assignment | Direct URL (Framework/GroupAssign.asp) | Restrict which customers a group can see |
System Groups
System → System Groups
The System Groups list shows all groups in the system. Four groups are configured by default:
| Record | Name | Active |
|---|---|---|
| 1 | ADMIN | Yes |
| 2 | EMPLOYEE | Yes |
| 3 | CUSTOMER | Yes |
| 4 | SUPPLIER | Yes |
List columns: Edit, Record, Name, Active.
Adding or Editing a Group
- Navigate to System → System Groups.
- Click Add to create a new group, or click the pencil icon to edit an existing one.
- Set the Name field.
- Check or uncheck Active to enable or disable the group.
- Click Save.
A group with Active unchecked still exists in the system but cannot be assigned to users.
Group Permissions
System → Group Permissions
The Group Permissions matrix controls which security items are enabled for each group. Changes take effect immediately for all users in that group.
Using the Permissions Screen
- Navigate to System → Group Permissions.
- Select a group from the Current Group dropdown (ADMIN, CUSTOMER, EMPLOYEE, SUPPLIER).
- Optionally filter by category using the Security Type dropdown or the search box.
- Check items to grant access; uncheck to remove it.
- Click Save. Use Select All or Deselect All to bulk-change all visible items.
Security Type Categories
| Category |
|---|
| Appointments |
| Assets |
| Inventory |
| Issues |
| Leasing & Transits |
| Menus & Account |
| Purchase Orders |
| Receiving |
| Repair Orders |
| Reports & Labels |
| Shipping Orders |
| System Management |
| System Security |
| Utilities |
| Work Orders |
Select All Types to see the full permission list across all categories.
Permission Table Columns
| Column | Description |
|---|---|
| Checkbox | Enabled or disabled for the selected group |
| Security | Permission item name |
| Type | Security category |
| Description | Additional detail (often blank) |
| Menu Item | Associated menu label, if any |
| ID | Security definition ID |
Note: Items highlighted in yellow should not be disabled unless recommended by CISS.
Security Types and Security Definitions
Two reference lists are linked directly from the Group Permissions toolbar:
- Security Types - the categories used in the Security Type dropdown
- Security Definitions - all individual permission items with their IDs
These lists are editable via the standard List/Edit framework, but changes affect the entire permission system.
Group Customer Assignment
Direct URL: Framework/GroupAssign.asp - not accessible from the standard System menu.
Group Customer Assignment controls which customers a group can see in dropdowns, customer searches, and the mobile customer list. The page displays all customers in a three-column checkbox grid.
Rule: If no customers are checked, the group has full access to all customers.
Configuring Customer Access
- Navigate directly to
Framework/GroupAssign.asp. - Check the customers this group should be able to see.
- Click Save.
To restore full customer access, uncheck all customers on the page.
Related Topics
- User Management - assigning users to groups and managing individual user accounts
- Security - system-level security configuration
- Report Administration - configuring per-group report access
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