ProcureDesk

Efficient user access management is crucial for maintaining security and streamlining workflows. The Groups module allows you to create user groups and assign tailored permissions across various modules like Accounting, Catalog, Project Code, Class, Budget, and Requisition Type. This guide will walk you through the steps to create groups, assign users, and configure permissions for seamless module access control.

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Ensure access to the Groups module on the Admin page.

Verify that features like Project Codes, Class, Budget, and Requisition Types are enabled in the system if required.

1. Ensure access to the Groups module on the Admin page.
2. Verify that features like Project Codes, Class, Budget, and Requisition Types are enabled in the system if required.

Navigate to the Groups section on the Admin page.

Select the users to include in the group.

Once created, the group will appear in the Groups list.

1. Navigate to the Groups section on the Admin page.
2. Click on Create Group.
3. Enter a group name.
4. Select the users to include in the group.
5. Once created, the group will appear in the Groups list.

2. Assigning Permissions to a Group

In the Groups list, locate the group and click on Permissions under the Actions column.

Assign permissions for each module as outlined below.

1. In the Groups list, locate the group and click on Permissions under the Actions column.
2. Assign permissions for each module as outlined below.

- Click on Assign Accounts.
- Select accounts from the Accounting drop-down.
- Click Save to finalize your selections.

- Click on Assign Catalogs.
- Select catalogs from the Catalogs drop-down.
- Click Save to confirm your selections.

- Ensure Project Codes is enabled in the system.
- Click on Assign Project Codes.
- Select project codes from the drop-down menu.
- Click Save to apply changes.

- Ensure Class is enabled in the system.
- Click on Assign Classes.
- Select classes from the drop-down menu.
- Click Save to save your selections.

- Ensure Budget is enabled in the system.
- Click on Assign Budgets.
- Select budgets from the drop-down menu.
- Click Save to finalize.

- Ensure Requisition Types is enabled in the system.
- Click on Assign Requisition Types.
- Select requisition types from the drop-down menu.
- Click Save to complete the process.

- Accounting
 - Click on Assign Accounts.
 - Select accounts from the Accounting drop-down.
 - Click Save to finalize your selections.
- Catalogs
 - Click on Assign Catalogs.
 - Select catalogs from the Catalogs drop-down.
 - Click Save to confirm your selections.
- Project Code
 - Ensure Project Codes is enabled in the system.
 - Click on Assign Project Codes.
 - Select project codes from the drop-down menu.
 - Click Save to apply changes.
- Class
 - Ensure Class is enabled in the system.
 - Click on Assign Classes.
 - Select classes from the drop-down menu.
 - Click Save to save your selections.
- Budget
 - Ensure Budget is enabled in the system.
 - Click on Assign Budgets.
 - Select budgets from the drop-down menu.
 - Click Save to finalize.
- Requisition Type
 - Ensure Requisition Types is enabled in the system.
 - Click on Assign Requisition Types.
 - Select requisition types from the drop-down menu.
 - Click Save to complete the process.

Q1: Can I edit a group after it has been created? Yes, you can modify a group's name, users, or permissions at any time via the Actions menu in the Groups list.

Q2: Can one user belong to multiple groups? Yes, users can be part of multiple groups. However, ensure there are no conflicting permissions.

This guide ensures clear and concise steps to create user groups and assign permissions effectively. Let me know if you need further clarification!

Introduction

Prerequisites

Step-by-Step Instructions

FAQs