How to invite new user and set Roles & Permissions in ERP?
A guide to managing user roles and permissions in ERP ERP.
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.
- 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.
- 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.