User Groups

The User Group screen allows the corporate location to define and regulate the appropriate levels of access to the Crunchtime applications for groups of users based on their role within the organization. These groups may be specific to one user or broad to encompass many users. Once the different user groups have been created, access to functionality is then granted to each group. Each application user is assigned to one user group, and can only view screens and complete tasks if that user group has been granted access to do so. Authorized users can edit user groups, copy an existing user group to create a new one, and view changes to user groups. {Franchise Note}: Franchisees will be allowed to define their own users groups. Franchisors can share groups with franchisees, which they can use but will have to copy to make any changes.

Under the Security menu, click User Groups.
Click the Plus (Add) icon.
Enter a User Group name. Franchisors can check the Shared box if this group should be shared with franchisees. (For the franchisees, shared groups will appear with an underscore in front of the name. )

The Group by Screen Name box is checked by default. If necessary, clear this to remove the groupings.
If necessary, use the Funnel (Filters) icon to filter the list. <Tip>: To display only Net-Chef controls, filter the Screen Name by "NC-".
Check the box in the Access column for each screen or feature that this user group should be allowed to access. See the list of User Group Controls for details about what each control does.
Click Grant All to automatically enable the entire list of controls displayed, or Revoke All to disabled them.
When finished, the Disk (Save) icon to save your changes.