mirror of
https://github.com/frappe/erpnext.git
synced 2026-04-13 11:55:11 +00:00
[docs] updated toc and added projects docs
This commit is contained in:
@@ -1,45 +1,10 @@
|
||||
---
|
||||
{
|
||||
"_label": "Setting up Users, Roles and Permissions"
|
||||
"_label": "Setting up Permissions"
|
||||
}
|
||||
---
|
||||
ERPNext has a role-based permission system, which means that you can assign Roles to Users, and permissions on Roles.
|
||||
|
||||
## Users (Profile)
|
||||
|
||||
Each ERPNext user has a Profile. The Profile contains the user’s email and authentication and can be set from:
|
||||
|
||||
> Setup > Users and Permissions > Users
|
||||
|
||||
#### Adding a new User
|
||||

|
||||
To add a new user, click on “Add” button and enter the user’s
|
||||
|
||||
- Email Id
|
||||
- First Name
|
||||
- Last Name
|
||||
- Password
|
||||
|
||||
An invitation email will be sent to the user with the login details.
|
||||
|
||||
#### Setting Roles
|
||||
|
||||
ERPNext comes with a bunch of predefined roles. Each role comes with predefined permissions. See the Preset Permission Chart to find out what permission each role comes with.
|
||||
|
||||
After creating the User, you can add / remove Roles for that User by clicking on “Roles” button. To find out what permission each role has, click on the “?” sign next to the Role.
|
||||
|
||||
You can also create new Roles as you wish via
|
||||
|
||||
> Document > Role
|
||||
|
||||
#### Security Settings
|
||||
|
||||
- Enabling / disabling users: You can enable or disable users. Disabled users will not be able to log in.
|
||||
- Setting login time: If login time is set, users can only log-in within the defined hours as per your timezone.
|
||||
- Change Password: You can update the user’s password by setting the password field.
|
||||
|
||||
## Permissions
|
||||
|
||||
ERPNext has a very powerful permission structure that will allow you to set permissions right up to the field level.
|
||||
|
||||
Permissions are applied on:
|
||||
@@ -56,6 +21,11 @@ ERPNext comes with pre-set permission rules that you can change anytime by going
|
||||
|
||||
> Setup > Users and Permissions > Permission Manager
|
||||
|
||||

|
||||
|
||||
|
||||
|
||||
|
||||
## Using the Permission Manager
|
||||
|
||||
The Permission Manager is an easy way to set / unset permission rules. The Permission Manager allows you to monitor rules per Document Type.
|
||||
|
||||
Reference in New Issue
Block a user