Invite Users and Configure Roles

ERP allows multiple users to collaborate efficiently while maintaining security through customizable user permissions.The user who creates an organization in ERP becomes the default Admin, with the ability to add other users and assign different roles and permissions. This feature lets Admins control who can access what within the software, ensuring that sensitive financial information is protected. Let's explore how to manage user permissions in ERP Accounting Software, helping you streamline collaboration and security for your organization.

1. Log in to your ERP ERP account as an administrator with the necessary permissions.
2. Navigate to the “Users & Permissions” section in the ERP dashboard sidebar.
3. Click on the “Invite User” button located at the top-right corner of the Users page.
4. Enter the new user’s email address in the provided field and click on “Send Invitation.” The user will receive an email with an invitation link.
5. Ask the invited user to click on the link in the email to accept the invitation and complete their registration process by setting up their profile and password.
6. Once the user has accepted the invitation, navigate back to the “Users & Permissions” section to configure their roles.
7. Locate the newly added user in the list of active users and click on the “Edit” button next to their name.
8. Assign the appropriate role to the user based on their responsibilities. Predefined roles include Admin, Editor, and Viewer, but you can create custom roles as needed.
9. To create a custom role, click on the “Roles” tab and then click “Create New Role.” Name the role and define its permissions by toggling access for each module (e.g., Sales, Inventory, Accounting).
10. Save the custom role and assign it to the user by selecting it from the dropdown in the user’s profile.
11. Verify the user’s access by logging in with their account or asking them to confirm that they can access the assigned modules.
12. Repeat the process to add and configure roles for additional team members as required.

• Log in to your ERP ERP account as an administrator with the necessary permissions.
• Navigate to the “Users & Permissions” section in the ERP dashboard sidebar.
• Click on the “Invite User” button located at the top-right corner of the Users page.
• Enter the new user’s email address in the provided field and click on “Send Invitation.” The user will receive an email with an invitation link.
• Ask the invited user to click on the link in the email to accept the invitation and complete their registration process by setting up their profile and password.
• Once the user has accepted the invitation, navigate back to the “Users & Permissions” section to configure their roles.
• Locate the newly added user in the list of active users and click on the “Edit” button next to their name.
• Assign the appropriate role to the user based on their responsibilities. Predefined roles include Admin, Editor, and Viewer, but you can create custom roles as needed.
• To create a custom role, click on the “Roles” tab and then click “Create New Role.” Name the role and define its permissions by toggling access for each module (e.g., Sales, Inventory, Accounting).
• Save the custom role and assign it to the user by selecting it from the dropdown in the user’s profile.
• Verify the user’s access by logging in with their account or asking them to confirm that they can access the assigned modules.
• Repeat the process to add and configure roles for additional team members as required.