User Groups

To set up a user group, navigate to Settings --> Company Settings --> User Groups

On this User Groups page – new groups can be created via “Create User Group”

You can assign the following information to the user groups

• Name
• Acronym
• Colour
• Cost code
• Sales code

These can then be assigned to the users by clicking and dragging the users across from the middle column Available Users to the right-hand column Assigned Users.

The Sales and Cost codes allow invoices to automatically apply these numbers when an invoice is created by a user in that user group.

Important note: If a user has more than one group, one of these groups is set as the “Default” group –
which means that the group’s nominal codes will be applied. The default group for a user can be set via the User Manager --> Website users OR Engineers and clicking on the relevant user’s profile.