Users & Roles Management
Manage access control - Create users, assign roles, and control permissions.
Overview
User and Roles Management allows you to control who can access your ERP system and what they can do. This ensures security and proper segregation of duties.
Creating a User
Step 1: Access Users
- From main menu, click Settings → Users
- Click "New User" button
Step 2: Enter User Information
Required Information
- Name - Full name
- Email - Login email address
- Password - Secure password
- Role - User role (determines permissions)
- Branch Access - Which branches user can access
Step 3: Assign Permissions
Select what the user can do:
- View modules
- Create/Edit records
- Delete records
- Generate reports
- Manage settings
Step 4: Save User
Review and click "Save User"
User Roles
Roles define what users can do in the system:
| Role | Typical Permissions |
|---|---|
| Super Admin | Full access to all features and settings |
| Manager | View reports, manage operations |
| Sales Staff | Create invoices, manage customers |
| Inventory Manager | Manage products, stock, transfers |
| Accountant | Manage vouchers, financial reports |
Managing Roles
Create custom roles with specific permissions:
1
Access Roles
Go to Settings → Roles
2
Create Role
Click "New Role" and enter role name
3
Set Permissions
Select permissions for this role
4
Save Role
Save and assign to users
Branch Access
Control which branches each user can access:
- Single branch access - user works at one location
- Multi-branch access - user can access multiple locations
- All branches - user has access to all locations
Security Best Practices
Strong Passwords: Use complex passwords for all users
Principle of Least Privilege: Give users only necessary permissions
Regular Reviews: Periodically review user access and remove unnecessary users
Role-Based: Assign permissions through roles, not individual users