About Security Groups: Reports and Business Toolkit

Overview

The purpose of a security group is to restrict or limit access to various functions within Simpro Premium based on a user's role in your organisation. For example, the accounts department may not require access to quotes or pre-builds, or you can also limit the value of quotes or purchase orders issued by a particular user or user group.

Security groups are defined in System A screenshot of a schedule icon with a grey calendar icon and an arrow. > Setup > Security Groups.

The following security groups define whether reports and the business toolkit can be accessed in Simpro Premium.

Reports

  • Enable: Select to allow access to Reports A screenshot of a schedule icon with a grey calendar icon and an arrow. from the main menu. If reports are not enabled, they do not appear on the main menu. Without Enable selected, no other features under reports can be accessed.
  • Customers: Select to allow access to customer reports.
  • Contacts: Select to allow access to contact reports.
  • Employees: Select to allow access to employee reports.
  • Jobs: Select to allow access to job reports.
  • Sales: Select to allow access to sale reports.
  • Leads: Select to allow access to lead reports.
  • Quotes: Select to allow access to quote reports.
  • Supplier: Select to allow access to supplier reports.
  • Stock: Select to allow access to stock reports.
  • Profit & Loss: Select to allow access to profit and loss reports.
  • Turnover: Select to allow access to turnover reports.
  • Prepaid Time: Select to allow access to prepaid time reports.
  • Maintenance Planner: Select to allow access to maintenance planner reports.
  • Assets: Select to allow access to asset reports.
  • BI Reporting: Select to allow access to BI Reporting.
  • Accounting Link: Select to allow access to the accounting links.
  • Custom: Select to allow access to custom reports.

Business Toolkit

  • Enable: Select to allow access to the Business Toolkit from the main menu. If the business toolkit is not enabled, they do not appear on the main menu. Without Enable selected, no other features under the business toolkit can be accessed.
  • Adjust Margins: Adjust the material cost, material sell, labour cost and labour sell in the business toolkit.