User Group Templates

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User Group Templates

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Settings | User Groups

 

User Groups are a grouping of User Rights. We have created a number of User Group Templates, that will enable you to get going quickly. We have endeavoured to create these groups based on job functions.

 

Below are the User Group Templates:

 

 

Image 2

 

 

 

Zoom (F5) on the Rights column to view the User Rights within the group. Note that the Key is the name of the screen within Maxim.

 

 

 

Image 3.1

 

 

 

By referring to the Excel User Group document, the contents of each User Group should be reasonably self explanatory.

 

 

hmtoggle_plus1        1 POS

Point of sale. Allows a user to perform full point of sale functions, including:

 

Sell products.

Despatch products.

Create sales orders.

Inquire on products and prices.

Inquire on customers, customer account balances and transactions.

Record customer notes, contacts and delivery address.

Suggested Groups:        1, 29

 

hmtoggle_plus1        2 Sales Rep

Able to prepare Quotes and create Jobs.

Can inquire on suppliers.

Suggested Groups:        1, 2, 29

 

hmtoggle_plus1        3   Purchaser

Can issue purchase orders and create new products.

Suggested Groups:        1, 2, 3, 29

 

hmtoggle_plus1        4   Goods In

Able to receipt in products and maintain bins.

Suggested Groups:        3, 4, 29

 

hmtoggle_plus1        5 Group Stock Controller

Additional functions over and above Stock Controller that is relevant in a multi-company structure where there is a central product file.

 

hmtoggle_plus1        6 Stock Controller

Suggested Groups:        3, 4, 5, 6, 7, 9, 29

Note:        Group 5 would not be allocated to Stock Controller in a multi-company structure.

 

hmtoggle_plus1        7 Stock Takes

 

 

hmtoggle_plus1        8 Front Office

Able to control the processing of POS invoicing. Able to run audits and make changes to invoices.

Suggested Groups:        1, 8, 29

Add Group 11 for daily bankings.

 

hmtoggle_plus1        9 Pricing


 

hmtoggle_plus1        10 Customerised Pricing


 

hmtoggle_plus1        11 Daily Banking


 

hmtoggle_plus1        12 Exchange Rate

Will be required if producing export invoices

 

hmtoggle_plus1        13 GL – Basic

Suggested Groups:        11, 13, 29

Add Accts Receivable and Accts Payable Groups as appropriate.

 

hmtoggle_plus1        14 Financial Reports


 

hmtoggle_plus1        15 GL – Advanced

Able to:

Change and set accounting periods.

Perform year end functions.

New Corporate Group setup. (wiz4)

New Company setup. (wiz4)

Access GL Housekeeping functions.

 

hmtoggle_plus1        16 Budgets


 

hmtoggle_plus1        17 Fixed Assets

 

 

hmtoggle_plus1        18 Accts Receivable

Able to access:

AR reports.

AR maintenance.

Add and maintain customers.

AR Housekeeping functions.

Suggested Groups:        1, 18, 29

 

hmtoggle_plus1        19 Accts Payable

Able to access:

AP reports.

AP maintenance.

Add and maintain suppliers.

AP Housekeeping functions.

Suggested Groups:        3, 4, 19, 29

 

hmtoggle_plus1        20 Authorise AP Invoices

 

 

hmtoggle_plus1        21 Pay Suppliers

 

 

hmtoggle_plus1        23 Dept Manager

Suggested Groups:        1, 2, 3, 4, 6, 7, 8, 9, 23, 25, 29

 

hmtoggle_plus1        24 Manufacturing

Two levels of User access are available. The mfbommsup Right is the full manufacturing Right that allows full control over the manufacture of batches – full editing of components, etc.

The mfbomm plus mfbomc Rights restrict the User to being able to add quantity to an existing batch. Items in the batch cannot be edited. See the Manufacturing User Guide for full details.

 

hmtoggle_plus1        25 Job Invoicing


 

hmtoggle_plus1        26 Job Despatch


 

hmtoggle_plus1        27 Job Control

This is a broad User Group and would need to be maintained according to the use of job costing. For example, the data entry screens may or may not be used (which means you would remove the Rights) and may have to be allocated to individual Users.

 

hmtoggle_plus1        28 JC Employee Tables

The screens in this group give employee pay rate information and therefore need to be a separate group.

 

hmtoggle_plus1        29 User Admin Functions

Gives users access to screens that provide basic user administration functions.

Access to, and use of these screens should have no impact on other users.

 

hmtoggle_plus1        30 System Admin

These functions are best assigned to the User who will be performing system administration functions.