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.
¶ Form Details
¶ Header
| Name | Type | Description |
|---|---|---|
User Name * |
Text | Unique identifier for the user. |
Password * |
Password | User's login password. |
Employee |
Dropdown + Text | Linked employee record with ID and name. |
Designation |
Text | Designation of the user within the organization. |
Contact No |
Text | User's contact number. |
Electronic Signature |
Button | Opens a viewer for electronic signature. |
Check All |
Checkbox | Selects all permissions across tabs. |
Electronic signatures can be added here securely, which can be used for Electronic Approvals.
¶ Forms Tab
| Name | Type | Description |
|---|---|---|
Module |
Grid:Text | Name of the module (e.g., Finance). |
Form Name |
Grid:Text | Name of the specific form under the module. |
All |
Grid:Checkbox | Grants all permissions (Create, View, Edit, etc.). |
Create to Post |
Grid:Checkbox | Individual action-based permissions. |
After Save - EDIT Or NEW |
Grid:Option | Default action after saving (e.g., Save & New, Save & Edit). |
¶ Reports Tab
| Name | Type | Description |
|---|---|---|
Module |
Grid:Text | Module to which the report belongs. |
Report |
Grid:Text | Name of the report. |
View |
Grid:Checkbox | Permission to view the report. |
¶ Location Tab
| Name | Type | Description |
|---|---|---|
S No |
Grid:Text | Serial number. |
Loc Code |
Grid:Text | Location code. |
Loc Name |
Grid:Text | Location name. |
Applicable |
Grid:Checkbox | If location is available to the user. |
Default |
Grid:Checkbox | Default location for the user. |
¶ Alerts Tab
| Name | Type | Description |
|---|---|---|
S No |
Grid:Text | Serial number. |
Name |
Grid:Text | Name of the alert. |
Show Alert |
Grid:Checkbox | Enable showing the alert. |
Show Alert On Login |
Grid:Checkbox | Alert will show at login if checked. |
¶ Form Tabs Rights Tab
| Name | Type | Description |
|---|---|---|
Form Name |
Grid:Text | Related form. |
Tab Caption |
Grid:Text | Name of the tab within the form. |
Selected |
Grid:Checkbox | Whether user has access to this tab. |
¶ Other Rights Tab
| Name | Type | Description |
|---|---|---|
| Various Rights | Checkbox | Controls user access to specific business logic features, alerts, notifications, etc. Each checkbox enables a specific setting such as stock visibility, application restrictions, and notifications. |
¶ Divisions Tab
| Name | Type | Description |
|---|---|---|
S No |
Grid:Text | Serial number. |
Division Code |
Grid:Text | Code for the division. |
Division Name |
Grid:Text | Name of the division. |
Select |
Grid:Checkbox | Grants access to this division. |
Default |
Grid:Checkbox | Sets as default division. |
¶ Flow Graph Tab
| Name | Type | Description |
|---|---|---|
Module |
Grid:Text | Module category. |
Form Name |
Grid:Text | Specific flow graph form. |
View |
Grid:Checkbox | Grants view access to the flow graph. |
¶ Edge Cockpit Tab
| Name | Type | Description |
|---|---|---|
S No |
Grid:Text | Serial number. |
Name |
Grid:Text | Cockpit component or widget name. |
Select |
Grid:Checkbox | Grants access to display this cockpit item on the dashboard. |
¶ Sales Item Rate Rights Tab
| Name | Type | Description |
|---|---|---|
S No |
Grid:Text | Serial number. |
Item Code |
Grid:Text | Code of the sales item. |
Description |
Grid:Text | Description of the item. |
Select |
Grid:Checkbox | Grants access to view/edit rates of this item. |
¶ Bank Cash Rights Tab
| Name | Type | Description |
|---|---|---|
S No |
Grid:Text | Serial number. |
Type |
Grid:Text | Type of account (BANKS / PETTY CASH). |
Code |
Grid:Text | Unique code for the bank or cash account. |
Name |
Grid:Text | Name or description of the bank/cash account. |
Select |
Grid:Checkbox | Grants access to the selected bank or cash ledger for the user. |
¶ Entry Guide
¶ Add User Access Rights
- Click on
New. - Enter
User NameandPassword. - Select the linked
Employeefrom the dropdown. - Enter
DesignationandContact Noif applicable. - Assign form rights under the Forms tab by selecting relevant permissions (Create, View, Edit, etc.).
- Enable report access in the Reports tab.
- Assign accessible
Locationsand set default if required. - Enable desired
Alertsand choose whether they should pop up on login. - In Form Tabs Rights, check the tabs the user should access under specific forms.
- Check options in Other Rights to allow specialized access and visibility.
- Under Divisions, enable applicable divisions and set a default if needed.
- In the Flow Graph tab, allow view access to graphs relevant to the user's role.
- Under Sales Item Rate Rights, enable access to specific sales items and their rates.
- Use
Check Allif the user requires all rights. - Click
Saveto finalize user rights.
Ensure that
Defaultcheckboxes (for Location or Division) are used for only one selection per section.
Save AsOption is provided as quick way to add users. User Group templates can be saved and reused with this option to quickly create a new user with a pre-defined set of rights.
¶ Edit User Access Rights
- Click on
Edit. - Select the user record to edit.
- Modify fields or access rights across tabs as needed.
- Click
Saveto apply changes.
Changes are applied immediately after saving. However, if the user is logged in, then these will take effect once they logout and re-login.
¶ Delete User Access Rights
- Click on
Edit. - Select the user record to delete.
- Click
Delete. - Confirm the deletion when prompted.
Deleted users cannot be recovered. Ensure proper authorization before deletion.
Check-box for selecting all rights at once is available, if required.