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)



    • Related Articles

    • 8.0. User Access Control Setup

      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. Creating a new Role Location Maintenance > Access ...

    • Creating a user Login account

      Go to Maintenance > Access Control > User (Cross Company) and create a new User, assign the relevant Role(s). 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 ...

    • 9.0. User Access Control (Advance Access Precise Control) Setup

      User Access Control (Access Precise Control) STEPS: Click MAINTENANCE Activity Click ACCESS CONTROL Module Select ROLES (Cross Company) Check "ALL", display on the left bottom module (Users have the rights to access all modules) Check only the box, ...

    • GSTADMIN role

      For SAM system, we have added a new role. GSTADMIN. the purpose of the role is to lock the GST period. User roles can be assigned by going Maintenance -> Access control -> User Edit the user that you want to assign the role. tick 'GSTADMIN' click ...

    • Password Reset

      If you need to assist a user who has forgotten their password, follow the steps below. Navigate to Maintenance > Access Control > User (Cross Company) and identify the registration which belongs to that user. Note: If you are unable to navigate to ...