About user groups
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User groups help you manage the permissions and access of users that have the same roles or responsibilities. After you add a user to a user group, they automatically inherit all permissions and access assigned to that user group.
User groups can be used with:
- Role-based permissions
- Financial reports
- Dashboards
- Client company or entity access
- Purchasing transactions
- Order Entry transactions
- Inventory transactions
Example
Nancy is a new Accounts Payable entry clerk. When you add her to the existing user group of AP clerks, Nancy automatically has access to the permissions associated with the user group. She’ll have access to everything the other group members have, such as the ability to enter and report on bills. After 6 months, you decide to promote Nancy to the Collections department. You remove her from the AP entry clerk user group and add her to the Collections user group. As soon as you do that, Nancy loses access to the bill pages and any related reports and dashboards. However, she gains access to the invoice pages, customer-aging reports, and other features that members of the Collections group have.
