User Groups is where you define a group and what areas of the system the group has access to.  You can also setup user settings (how DMS screens will appear) for a User Group.  To setup the user settings for a User Group, see User Settings Management.

To gain access to User Groups, from the main calendar menu select Security | User Groups.  You will be presented with the following screen listing all the current user groups:

Click on New add a new group or select an existing user group from the tree and click Edit.

Enter a unique Group Name and then click on the check boxes on each tab to enable access to that particular area of the system.  If a user has access to all check boxes on a certain tab, you can click on the All button.  You can also click on the None button to uncheck all the check boxes on the tab.

DMS enables you to specify that a user group is to be limited to one of two commands when a user logs in; either Quick Job Updating or the Start/Stop Clock Job Updating or to automatically execute a DMS command such as going directly to Mfg Orders Job Grid.  There are 29 login DMS commands on the General tab for User Groups. The commands are:

1. Perform regular DMS commands.  This setting is the default for all users and gives access to DMS after login.
2. Execute "Quick Job Updating" Only & Logout.  This setting displays the Quick Job Updating screen and when the user exits, DMS logs the user out.
3. Execute "Quick Job Updating" & Display Login.  This setting displays the Quick Job Updating screen and when the user exits, DMS displays the login screen.
4. Execute "Start/Stop Clock for Job Updating" & Logout.  This setting displays the Start/Stop Clock screen and when the user exits, DMS logs the user out.
5. Execute "Start/Stop Clock for Job Updating" & Display Logon.  This setting displays the Start/Stop Clock screen and when the user exits, DMS displays the login screen.
6. Mfg Orders Job Grid
7. Assembly Display
8. Assembly Gantt
9. BOM Link Display
10. Capacity Graph
11. Capacity Grid Display
12. Dashboard
13. Dispatch Chart Display
14. Dispatch Display
15. Efficiency & Utilization Display
16. ETC Hours Display
17. Job Analysis
18. Job Gantt
19. Job Summary Display
20. Job Transactions Display
21. Job Updating
22. Load Profile
23. LOB Chart Display
24. Manufacturing Order Job Details
25. Overtime Analysis
26. Project Gantt
27. Resource Gantt
28. Scheduler
29. Scheduler Board

If the user logs in and a login event occurs, the user should not try and type ahead or select other menu items until the login event has completed. Unless the user has On Login event numbers 2 to 5 selected where the user is restricted to only one activity and then logged out, after the login event the user can select other DMS menu items and activities.  In this case the login event is a convenience to enable the user to execute the typical menu selection when they log into DMS.

When you have finished defining the areas of the system the user group has access to, you can click on the Save button to save the current user group or you can click Cancel and the data you have entered is ignored and the user group is not saved.

Click on File | Edit or the edit icon to edit the existing highlighted group. 

The current user group settings are displayed on each tab.  You can modify each tab as required and then click Save & Exit to save the changes and exit to the User Group list screen.  If you click Cancel & Exit the changes you have made are not saved and the user group remains as it was before the edit.

From within the User Group list you can click on File | Delete of the delete icon to delete the existing highlighted group. 

DMS will ask you to confirm the delete.  Click OK to delete the user group, or click Cancel to cancel the delete.  The example below shows the delete confirmation with the name of the group to delete:

Note under the Email tab, the User Email Setting and All User Email Settings is typically selected for administrator/IT access to set up where DMS emails will be sent from (i.e. outgoing DMS emails).  The User Email Setting enables the group to access the settings for the logged in user only.  The All User Email Settings enables the group to access all users and set up outgoing emails for all DMS users.  The Select sent from setting enables the user to select what email they want to use to send email from.  If the Select sent from is not selected, the user of the group cannot change what email address to send the email from; the default for the user is used.

See also:

User Passwords

User Settings Management