Creating a new Role

Creating a new Role

5.1 ACCESS CONTROL

5.1.1 Users & Role Management

User is the name and details of the user, while Role are the duties that the particular user or list of users perform. To setup access control, you have to first create a Role.

5.1.1.1 Creating a new Role


Location

Action

Remark




Maintenance>

Access Control> Roles

Click MAINTENANCE activity

Click ACCESS CONTROL

Click ROLES module

Click NEW



CODE enter  S001


NAME enter  Sales Person

Give a description


Click QUOTATION button                     On the modules you wish to allow the role to perform, click on the button

Note that you can select all the modules by click on the header.


TICK ALL

Tick will enable role to have all access to this module.

Repeat the process for other modules you wish the role to perform.

Note that only for Enhance Version, you are able to control

READ, NEW, EDIT, DELETE, PRINT, VIEW HISTORY


Click ADD





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