Maintain User Group

1. Tools | Maintain User Group

2. Create new user group

2.1 Click new 

2.2 After keying in all details, choose the users you want to be in the group, then save.

3. Assign access rights

3.1 Click into a user group | More | Access Control

3.2 Access Control List

Execute: Allow the user to open and run functions.

New: Create a new entry.

Edit: Make changes to an existing entry.

Delete: Remove an entry.

Process:  N/A for SQL Accounting. Only applies to SQL Payroll.

Print: Print a report.

Preview: View a report without printing.

Export: Save a report into a file (Excel, PDF, CSV).

Grant: Give selected permissions to the user.

Revoke: Remove selected permissions from the user.

Grant All: Give all permissions to the user.

Revoke All: Remove all permissions from the user.

3.3 Group Access Right

For example, I want the user group 'Sales Agents' to have access to SOME sales-related functions only,
 so I need to:

a) Revoke all access rights if it's a new user group.

b) Select the functions that the user group is allowed to access.

c) Click grant then save it. 

3.4 Reports

For reports, you can assign the user group to view and use certain reports only. Same steps as Group Access Right (3.3).