User Type
How to use User Type in Users & Permissions: access, working steps, fields, related records and troubleshooting.
Purpose and access
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.
This page is a record page in System Admin → Users & Permissions. Use the link above to open the configured destination; permissions are checked by the destination service.
Before you start
Review the current settings or existing records and prepare the information needed for the change.
Confirm the company, party, dates, units and source references that apply. Select existing links carefully and check for an existing record before creating a duplicate.
Working steps
- Open User Type from System Admin → Users & Permissions, or use ERP Search.
- Filter the list and open the relevant record. To add a record, use Add/New when your role provides that action.
- Complete the editable fields described below. Required fields and validation conditions must be satisfied; read-only values are set by the system or their source records.
- Add the required child rows. Review each row’s identifiers, linked records and values, using the child-table field reference below.
- Save the record and address validation messages. Reload and verify the saved values and relationships.
- Use any additional workflow actions only when the record and your role provide them. Saving this record does not automatically complete a related transaction or external action.
Field reference
These fields come from the installed ERP definition. Hidden fields and password inputs are omitted. Additional conditions, custom scripts and workflow rules can make a field required or read-only in a particular context.
| Field | Type / behavior | How to use it |
|---|---|---|
Is Standardis_standard | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Rolerole | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Role |
Apply User Permission Onapply_user_permission_on | Link Optional | Can only list down the document types which has been linked to the User document type. Linked record: DocType |
User Id Fielduser_id_field | Select Optional | Choose one of the configured list values. Status fields may be controlled by the record workflow. |
Document Typesuser_doctypes | Table Optional | Add the relevant child rows and review required columns, quantities and references before saving. Linked record: User Document Type |
Custom Document Types (Select Permission)custom_select_doctypes | Table Optional | Add the relevant child rows and review required columns, quantities and references before saving. Linked record: User Select Document Type |
User Type Moduleuser_type_modules | Table Optional · Read-only | Add the relevant child rows and review required columns, quantities and references before saving. Linked record: User Type Module |
Child tables
Document Types — child-row fields
| Field | Type / behavior | How to use it |
|---|---|---|
Document Typedocument_type | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: DocType |
Is Customis_custom | Check Optional · Read-only | Enable or disable the named option only when it matches the intended record behavior. |
Readread | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Writewrite | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Createcreate | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Submitsubmit | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Cancelcancel | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Amendamend | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Deletedelete | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Emailemail | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Shareshare | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Printprint | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Custom Document Types (Select Permission) — child-row fields
| Field | Type / behavior | How to use it |
|---|---|---|
Document Typedocument_type | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: DocType |
User Type Module — child-row fields
| Field | Type / behavior | How to use it |
|---|---|---|
Modulemodule | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Module Def |
Troubleshooting
- Not permitted: verify the account, role and source-document permission. Do not share an administrator login.
- Missing record or address: inspect the relevant Link or Dynamic Link fields; a matching title alone does not establish a relationship.
- Cannot save or change status: review required fields, read-only values, document status and the configured approval transition.
- Unexpected report or portal result: review company/date filters, source-document submission and the approved party or Employee link.