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How to invite new user and set Roles & Permissions in ERP?

A guide to managing user roles and permissions in ERP ERP.

Author

Support Team

Last Update 22 days ago

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Inviting Users and Assigning Permissions

ERP ERP enables you to invite new users and assign specific roles to control access. This guide explains the process for managing roles and permissions.

  1. Go to the 'Settings Module' and click on 'Users & Permissions.'
  2. Click 'Invite User' and enter the email address of the new user.
  3. Assign a role (e.g., Admin, Editor, Viewer) based on their responsibilities.
  4. Send the invitation, and the user will receive an email to join the system.
  5. Manage permissions for each role by toggling access to specific modules or features.
  6. Review user activity periodically to ensure compliance with access policies.
  • Go to the 'Settings Module' and click on 'Users & Permissions.'
  • Click 'Invite User' and enter the email address of the new user.
  • Assign a role (e.g., Admin, Editor, Viewer) based on their responsibilities.
  • Send the invitation, and the user will receive an email to join the system.
  • Manage permissions for each role by toggling access to specific modules or features.
  • Review user activity periodically to ensure compliance with access policies.