Understanding G2 User Security

PURPOSE: To help the user understand how security in G2 is set up. 

Astra Product: G2

Process

G2 Security is divided into 3 sections: User Security, Role Security and Sub-Routine Security.

Users are assigned predefined security settings called role security. Existing role settings can be changed or you can create your own security roles to suit your dealership. G2 Security also works in conjunction with module security levels thru subroutine security. 

G2 User Security1

 

Role Security

Role security is divided into 2 sections, tasks and functions. Check the appropriate box on the Task side to have that task appear in the user’s menu. Control the level of access for that task by checking the level of access for that task on the function side.

New roles can be created by clicking the New icon at the top left of the menu or by copying from an existing role and modifying it to better suit a user.

 G2 User Role Security

 

Subroutine Security 

Subroutine security works in conjunction with module security. The higher the number a user has, the higher the access.

If a user gets an insufficient security message, you can determine the subroutine security setting that is preventing access by having the user click on Help and then “Why Can’t I”. The required security setting and the security setting the user has will be shown.

The system administrator can then choose to lower the subroutine security in G2 Admin\Security\Update Subroutine Security or raise the user’s security level in the New User Wizard\User tab\Update Module Security.

G2 User Security - Subroutine

 

New G2 User

Users must be setup in the network’s Active Directory first.

To setup a new G2 User click on the Admin Menu, click on New User Wizard. In the USER ID window enter the new user’s user ID and answer yes to create a new user. A new user can also be created by clicking the Create New from Existing User button.

G2 User Security: New User

User Info tab

Enter information for the user’s name, user password, TCL access, MIS user, etc. Enter email information. Update user’s module security (Eliminates need to enter information in Astra 11.1.1)  

G2 User Security: User Info Tab

User Locations tab

One location must be set as the default. Check boxes to synchronize Outlook and/or Synchronize web leads (For CRM users). Assign role that best suits user’s responsibilities.

G2 User Security: Location Tab

Employee Info tab

Setup employee information for the users that will utilize the time clock function in G2.

G2 User Security: Employee Info Tab

Mechanic Info tab

If applicable, setup mechanic details for users that will be using will have assigned jobs in Service and Scheduler.

G2 User Security: Mechanic Info Tab

 

Parts Operator Info tab

If applicable, setup default Parts Operator Code for user that will sells parts and take over the counter payments.

G2 User Security: Parts Operations Info Tab

 

Salesperson Info tab

If applicable, setup Salesperson info for sales people or service advisors.

G2 User Security: Sales Person Tab

Security Change Log tab

This provides information as to changes made to the user’s security settings.

 G2 User Security: Security Change Log Tab

 

 

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