User Group – Tags/Category
User Groups allow tagging a user card file to a specific User Group Category, and one or more User Group Tags. This allows Items to be allocated to user groups, rather than individual users, and is also used within the Security functionality to ease setup, and increase visibility of user security.
Importantly, User Groups are not tiered, or based on a user’s security group. For example, a user can be in a user group of service, but be in Security group of Service Level 1, or Service Manager.
Users can belong to one user group category, and one or more user group tags.
User Group Categories – Examples
•Sales
•Service
•Accounts
•Warehouse
User Group Tags – Examples
•Level One Technician
•Level Two Technician
•Certificate A
•Certificate B
Creating and Updating User Groups
You can create User Groups via Tools > Groups > User Groups. Select Tags or Category, then right click on (root) and select Add Group to add a new group.
Delete a user group by right clicking the group and selecting Delete Group.
To rename a user group, select the group, click once again and rename as required.
Adding Users to User Groups
Via User Groups
Open User Group Management via Tools > Groups > User Groups. Click on (root) in the left hand pane. Select one or more user(s) (using standard Windows multi-select Control+mouse click or Shift+mouse click), and drag the selected users into a group.
Adding User Groups to a User’s Card File
You can also add user groups to a specific user as follows: Edit a user’s card file via CardFiles > View/Edit CardFile (or from a card file list). Click Edit, then select the User tab. Click on the ellipsis [...] of the User Groups selection field, and select the groups as required.
User Groups and Items
Jim2’s Items functionality fully supports User Groups. An Item allows you to specify which users a job (or quote) with this Item can be assigned to. You can specify this at both a user and user group level.
For example, by adding a user to the user group Service, any user in that group can be assigned a job (or quote) with an Item that has a user group Service.
To add a user group to an Item, edit the Item via Items > View/Edit Item (or from an Items list), click Edit, select the Item tab, then tick the user group tags or categories you wish to allow this Item to be assigned to.
Further information: