User Permissions

User Permissions Overview

1. Designation

• Field: Select or add a designation using the dropdown or ”+” button.
• Example: Manager, Accountant, Salesperson.

2. Check All

• Option: Checking this box grants the user access to all permissions for all categories listed below.
  • Useful for administrators or superusers who need full system access.

3. Permissions by Category

Permissions are grouped into specific functional areas:

• Master: Core configurations like products, users, and settings.
• Product Process: Permissions related to manufacturing or inventory processes.
• Transactions: Access to sales, purchases, and financial transactions.
• Accounts: Control over accounting modules and ledgers.
• Reports: Access to generate or view reports.
• Utilities: System utilities and maintenance tools.
• Settings: Configuration options.
• Help: Access to support or documentation sections.
• Windows: UI-specific configurations.
• Quick Bar: Access to shortcut features.
• Status Bar: Control over viewing system statuses.

4. Permission Types

• Save/Add: Grants rights to create or add new entries.
• Edit: Allows modifications to existing data.
• View: Restricts access to read-only mode.
• Delete: Enables the deletion of entries in the selected categories.

5. User Selection

• User List: Displays a list of usernames. Select a user to apply specific permissions.
  • If no username is shown, ensure users are already created in the system.