User Creation & Access Rights

From Edge ERP

User creation and rights is an extremely powerful tool which allows the creation of users within the Edge system for the current company and define form wise rights as seen below. Rights can be given for each form to Create, View, Edit, Delete, Print, Post or All, as required per user. Reports, Alerts and Employee master tab rights can also be defined and controlled from here.

User Creation Form


UserCreation.png


Username* | Text | Username

Password | Text | Password

Employee* | Combo | Employee

Designation | Text | Designation

Contact No | Text | Contact No



Add User

  1. Click on New
  2. Add Username
  3. Add Password
  4. Select Employee (Optional)
  5. Add Designation & Contact No
  6. Select/Unselect  All, Create, View, Edit, Delete, Print & Post rights per Form listed on the Forms Tab, as required
  7. Select/Unselect  All, Create, View, Edit, Delete, Print & Post rights per Report listed on the Reports Tab, as required
  8. Select/Unselect  Alerts rights on Alerts Tab as required
  9. Select/Unselect  Employee Master Tab rights from Employee Master Tabs Tab, as required
  10. Click on Save to save record



Modify User

  1. Click on Edit
  2. Select User that you wish to edit from the Edit-Search Window
  3. Reset Password, if required
  4. Select Employee (Optional)
  5. Edit Designation & Contact No, if required
  6. Select/Unselect All, Create, View, Edit, Delete, Print & Post rights per Form listed on the Forms Tab, as required
  7. Select/Unselect  All, Create, View, Edit, Delete, Print & Post rights per Report listed on the Reports Tab, as required
  8. Select/Unselect  Alerts rights on Alerts Tab as required
  9. Select/Unselect  Employee Master Tab rights from Employee Master Tabs Tab, as required
  10. Click on Save to save record

Delete User

  1. Click on Edit
  2. Select User that you wish to delete from the Edit-Search Window
  3. Click on Delete
  4. Confirm that you want to delete the User on prompt or cancel