Group Policies

Group Policies defines reusable IMS permission profiles. Instead of granting every function directly to every user, administrators create named policies such as Cashiers, Shop Managers or Warehouse Managers, select the functions that policy allows, then assign users to those policies from Users Accounts.

How Group Policies work

Each Group Policy contains a name and a set of allowed IMS functions. A user can belong to one or more policies through System → Users Accounts → Member Of. This makes policies the reusable permission layer, while Users Accounts also controls user-specific business scope such as Store and Supplier access.

Screen layout

Permission categories

IMS organizes the current permission catalog into these functional areas:

All tab and category tabs stay synchronized

The All tab and the category tabs are two views of the same policy. Checking or clearing a permission in All updates the same permission in its category tab, and changing it inside a category updates the corresponding permission in All.

This makes it practical to review a large policy globally, then switch to a specific business area for focused changes.

Permission descriptions

Click a permission to display its description at the bottom of the Group Policies window. The description explains what the permission controls, which is especially useful where two permissions have similar names such as viewing versus managing a module.

Create a Group Policy

1. Click New.
2. Enter a descriptive policy Name.
3. Open the relevant category tabs and check the functions the group should be allowed to use.
4. Use Select All within a category only when the role genuinely requires all functions in that area.
5. Review sensitive permissions such as deletion, financial posting, user administration and unrestricted sales functions carefully.
6. Click Save.
7. Assign users to the new policy from System → Users Accounts → Member Of.

Policy names must be unique. IMS saves the name together with the checked/unchecked state of the complete permission catalog.

Edit a policy

Select an existing policy and click Edit. Change the policy name or permission selections, then click Save. While the screen is in normal view mode, the permission checkboxes are read-only to prevent accidental changes.

Using Select All

Permission reference

The following reference mirrors the current IMS permission catalog. Expand a category when you need the meaning of a specific permission.

Related documentation