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Users

Concept

The Users page works with system user records in the System module. It supports shared configuration and administration that affects multiple ERP modules.

Fields

FieldMeaning
User NameLogin or user identifier.
PersonLinked person or staff record.
RolesRoles assigned to the user.
StatusWhether the user can sign in.

HowTo

  1. Open System and choose Users from the Security area.
  2. Use filters or search to find the record you need.
  3. Open the record to confirm its status and linked setup.
  4. For editable records, choose New or Update, complete the required fields, and save the record.
  5. Confirm the related workflow, access rule, notification, document requirement, or job now behaves as expected.

Screenshots

User Template
Fig 1.0
User
Fig 1.1
User
Fig 1.2
User
Fig 1.3
User
Viewing a User Fig 2
User
Editing a User Fig 2.1
User
Deleting a User Fig 2.2
User
Locking a User Fig 2.3
User
Unlocking a User Fig 2.4
User
Deleting a User Fig 3
User
Deleting a User Fig 3.1
User
Deleting a User Fig 3.2
User
Fig 3.3 Image showing export button
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