User Role

How to | See Also | Summary

• As now you understand that role is a predefined set of privileges. Privileges define individual rights that a user requires to perform actions and read properties. When you assign a user or group permissions, you pair the user or group with a role and associate that pairing with an inventory object. A single user might have different roles for different objects in the inventory.
• In the software you can select the previleges for the role as explained into User and User role.

General:

User Role* :
A role is a predefined set of privileges and Privileges define individual, Remember that before creating User you have to first create User role
Role Description:
This Detail description about the user role.
List of user:
here list of all the user will be available into table which is assign under the role, The following are the field in this table as follow:

1. User Id: The user have the unique id, which used to identify them.
2. User Name: The username is used for login.
3. Short Name:Very Short Description or "Nick name" of the User, It is fetched from user detail
4. Active Status:When checked, this User is treated as Active and can have the previledges . The Inactive User are not have the previledges which are define in user role

Previledges

List of Previledge:
Here, list of all the user will be available into table which is assign under the role, The following are the field in this table as follow:

1. CRM: CRM consist gift voucher and message template previledges like add, edit delete etc.
2. Inventory: Inventory consists of article, category, department, subcategory, EAN entry, parameter entry etc like previledges.
3. Job Work: Job work include job process, jobworker, job issue and job receipt previledges
4. Misc: Misc include Address printing, parcel in , parcel out, approval of requisition and stock adjustment previledges.
5. Purchase: It include purchase order, return, invoice and purchase frommconsignment etc previledges.
6. Repair: It include repair order, repair delivery etc.
7. Reporting: Reporting include all kind of report cretion whether on inventory, purchase or may be on sale, it include the previledges.
8. Retail Sale: Retail sale consists of cashmemo, alteration delivery, cash collection, cheque clearance, retail customer, retail order spectacle order etc.
9. Settings: Setting consist branch reorder entry, city, confirguration setting, country, locality etc previledges..
10. Supply Chain: It consist brokers, carrier, inhouse stock transfer, requistion order, stock out/in previledges.
11. Tasks: Task include task and task categorization previleges.
12. Wholesale: It include wholesale order ,return, dispatch order, customer etc previledges.

How To:

• Add New User Role
• Edit New User Role

Add New User :

Note:Before creating the user, Please create the user role for assigning it with user.

Click On Settings.

Select People management, Now select User .

The User Grid Page will get open up.

Now select on Add new User Role from Tasks, the User Role master page will get open

Now Specify the Role and if necessary also specify the Role description is automaically fetch from Role master, If you dont know how to create user role.

Tick the active status so that the user is active for use.

The list of user which you will specify while creating User, If you dont know how to create usersee this...

Now Click On previledge button and previledge tab will get open

Select the previledge by click on plus sign and check the previledge you want to specify to the user role.

Click on save

Edit the existing User :

Click On Settings.

Select People management, Now select User Role , The User Role Grid Page will get open up.

Now select on Edit the existing User Role from Tasks, the User master page will get open

Now, Modify the entry which you want.

Click on save

See Also: User | Salesperson | Area Manager