Related Articles
User Group Permission Definitions
We're going through some changes! As we continue to make improvements to our software, we are changing how our permission options affect end users. Because of this, you may notice that some permissions are listed as not in use. Thank you for your ...
Create/Edit/Link a User Account - Configurations
When a new user needs to be added to a NEXGEN site, they must be added as both a user and an employee. The user record for a new employee holds their login information and user privilege settings while the employee account stores employee ...
Mandatory UDFs at Status Change - User Defined
User-defined fields (UDFs) can now be made mandatory at any status change on service requests and work orders. For example, certain UDFs might be required in order to Complete the work order vs Close the work order. Navigate to Settings > Setup > ...
Edit a User Group
Go to Settings > User Group Click on a User Group to edit Click Edit from the top RHS Checkmark user permission(s) from the modules listed Click Save
Clone a User Group
Go to Settings > User Group Click on a user group to clone Click Save As Enter a "Group Name" and Comments (optional) Change the User Permissions if necessary Click Save