Create New Group

This module allows administrators to define custom permission sets for specific roles or departments.

Navigation (Admin Only)

1. Log in as Administrator

   • Only admins can create or manage permission groups.

2. Open the Sidebar Menu

   • Click the Sidebar Icon (☰) on the left to expand the menu.

3. Select "Manage Groups"

   • Opens the list of all permission groups.

4. Click "Create New Group"

   • Opens the form for creating a new permission group.

Regular users cannot see or access this page.

Step 1: Basic Information

• User Group Name: Unique name for the permission group.
• Search Filter: Define document search filters for group members.

Step 2: Access Permissions

• Admin: Full administrative access.
• Supplier Creation: Ability to create supplier records.
• PO Creation: Ability to create purchase orders.
• Action: Perform system actions.
• Manager: Management-level access.

Step 3: Upload Permissions

• Supplier Approval: Approve supplier submissions.
• PO Approval: Approve purchase orders.

Step 4: Report & HR Permissions

• Report: Generate and view reports.
• HR: Access human resources module.

Step 5: Additional Settings

• User Filter: Control filtering capability for users.
• Workflow: Permission to manage workflows and document processes.

Step 6: Document Type Access Control

Configure which document types the group can access and the allowed actions:

• View: Can view documents only.
• View & Edit: Can view and edit documents.
• Updated: Can update document metadata/records.

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Common Document Types

• Statements
• Invoices & Credit Notes
• Client Cases & Documents
• Invoice Verification
• Archived Documents
• All Documents (full access)
• Specialized document types as needed