User groups

Security permissions are controlled at the user group level. When you define users, you must assign the user to a group of users who require similar security access to SunSystems.

For example, you could define one user group for all accounts receivable clerks. User groups are defined by clicking the Groups tab, selecting the group named SunSystems Users, then clicking the Add Group icon in the toolbar.

User groups can be associated with:

  • Menu files to control which tools, functions and forms are available.
  • Data Access Groups to control access to individual records.
  • Miscellaneous Permissions to control access to specific types of data such as open periods, open dates and account types.
  • Form Permissions to control which actions are available.

Group management

Groups are maintained from the Group Management page. Select Security Groups (SEG) from the SunSystems main menu to open it.

  • Creating a group: Highlight the top level group into which you want to add the new group and click Create Group.
  • Editing a group: Highlight the group and click Edit Group.
  • Copying a group: Highlight the group and click Copy Group.