Efficient Access Control Setup: How to Create User Roles and Permissions for Seamless Module Management

Creating a new Role and Login account

Go to Maintenance > Access Control > Roles (Cross Company) and create a new Role.

"Read" allows the user to open that module, view the document details, and generate the report on the table.
"New" allows the user to create new document or entries on the module, whether from scratch or duplication.
"Edit" allows the user to edit existing document or entries on the module.
"Delete/Void" allows the user to void documents or delete entries on the module.
"Print" allows the user to print documents and entries on the module.
"View History" allows the user to access the History Log of each document on the module.
"Report" allows the user to access reports on the module; Listing Reports for document modules and Report dialogue for report modules.

Each row here shows the permission(s) this Role grants for each module.
In this example, the role "ACC - Accountant" grants:
  • Full access to all Sales modules (QO, DO, PI, IV, CN, RV)
  • Read & Report permissions to all Purchases modules (PO, RO, SI, SD, SC, PV, PC)
  • Full permissions in Journal Entry module
  • No permission to view or open any other modules




Go to User (Cross Company) and create a new User, assign the Role you just created.

Login Id is the "username" which the new user has to enter along with Password during login.
Name is the name of the user; useful for identification in cases where the Login Id is not the staff's name.
Code can be up to 4 characters, and is for use at Running No registration. The running no can be formatted to display the Code of the user that created the document.

(tick "Change At Next Login" if you want to allow the user to change the password to one of their choice, you will not know the new password unless the user discloses it)



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