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erp-manual:cloud:settings:roles
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Table of Contents
Roles Master
- To access Setup Roles / Permissions, Go in Settings and select “Setup Roles / Permissions” or click on the icon of Setup Roles / Permissions.
After the screen opens
- By clicking on the button Create Roles, the Location is created and the screen of Roles is opened.
- In the screen, Roles Name , Roles Description has to be added.
- In the assigned permission tags section, a specific section or report or any thing else is seen only in to that particular role.
- In assigned privileges section, When clicked on add new or press on Ctrl + a. If pressed Shift + * then Document Type option can be seen in the drop down list. In that select the document type and select the necessary privilege to be given to that role for that particular document type.
- To save the roles, click on Save Changes or press ctrl + s. Then the roles will be saved.
erp-manual/cloud/settings/roles.1587394484.txt.gz · Last modified: 2020/04/20 14:54 by krishnad
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