Module guide
Users & Permissions
Create users and assign the roles required for their duties. System users and website users have different access. Test both allowed and denied record access; creating a role is not a reason to grant unrestricted administrator rights.
How this module fits your work
Create users and assign the roles required for their duties. System users and website users have different access. Test both allowed and denied record access; creating a role is not a reason to grant unrestricted administrator rights.
ERP links open in a new tab. Sign in with your own account; record visibility, actions and approval authority follow your assigned permissions. Screens can differ by company and configuration.
01Prepare source records02Complete the activity03Review / approve04Verify the result
Dashboards
- UsersWorkspace · Dashboards
Reports
- Document Share ReportReport · Reports
- Permitted Documents For UserReport · Reports
- User Doctype PermissionsReport · Reports
Users, roles & permissions
- Custom RoleRecord page · Users, roles & permissions
- Document Share KeyRecord page · Users, roles & permissions
- RoleRecord page · Users, roles & permissions
- Role Permissions ManagerDesk page · Users, roles & permissions
- Role ProfileRecord page · Users, roles & permissions
- UserRecord page · Users, roles & permissions
- User GroupRecord page · Users, roles & permissions
- User InvitationRecord page · Users, roles & permissions
- User PermissionRecord page · Users, roles & permissions
- Update ProfileWeb form · Users, roles & permissions
Setup & Templates
- DocShareInternal/admin record · Setup & Templates
- Permission InspectorSettings page · Setup & Templates
- Permission LogInternal/admin record · Setup & Templates
- Permission TypeRecord page · Setup & Templates
- Role Permission for Page and ReportSettings page · Setup & Templates
- Security SettingsSettings page · Setup & Templates
- User TypeRecord page · Setup & Templates
Frequently asked questions
- Why do I see fewer links in ERP?
- The documentation covers installed pages. The live menu hides records, reports and actions your role cannot access.
- Does saving finish the process?
- No. Some records remain drafts until submitted or approved. Related inventory, accounting and external-service actions have their own steps.
- Where do I report an error?
- Use Helpdesk and include the module, record type, operation and error. Do not include passwords or unrelated personal records.