How to assign Roles & Rights to a User?

How to assign Roles & Rights to a User?(OR) How to allow or restrict a User to access a specific area of the ERP? Before we start to do anything with the User , an overview about Roles & Rights is very essential Role: A role is created within an organisation based on the department, functions , responsibilities and o on. Several such roles can be created within an organisation. Rights: Every Role is assigned certain specific Rights. Module: Information regarding an organistion is classified and are available in various Modules . Menus Each Module is further classified into Menus . Most menus are split into Master, Transaction and Reports. These are called the Parent Menus. Some modules have extra menus like Tools and others also. Masters: These are static menus where large amount of information and data can be stored. Used for importing data, configuration, creating codes etc. Transactions: These are dynamic menus where transactions of any business event are recorded and saved e.g, Sales invoice, Purchase invoice, Payment etc Reports: These menus are solely for information retrieval in various formats ,field-wise ,record-wise and so on.e.g., Item-wise sales for a specific period, Payments made only through cheques, list of sundry debtors as on date etc. They actually integrate the Masters & Transactions and provides the information the way it is required Menus : Under each parent Menu there are several menus like Ledger, Register, Receivables, Payables etc. Operations - are used to Insert - To include data Update-To add data View- To see data Delete-To remove data Print-To print data Export-To present data in different forms In summary, Roles & Rights means two activities

Create a Role
Assign Rights for each Role

(A) How to Create a Role ? ADMIN>Masters>Roles & Rights>Role (B)How to assign Rights for each Role? (i) For each Role You can assign Rights to one or more Modules ADMIN>Masters>Roles& Rights>Role Module (ii) For each Role

Within each Module you can assign Rights to one or more Menus
Within each Menu you can assign Rights to one or more Operations

ADMIN>Masters>Roles& Rights>Role Menu Now lets see with some examples as to How to create a Role and How to assign Rights for that Role Example1: For the Role-ACCOUNTS MANAGER you need to Assign Rights to Modules- ACCOUNTS,PURCHASE & SALES Within ACCOUNTS Module, assign Rights to Menus- Masters, Transactions, Reports Operation-Insert, Update, View, Print ,Export, Delete in each of the menus. Within SALES Module, assign Rights to Menus-Transactions Operations-View,Print Within PURCHASE Module, assign Rights Menus-Reports Operations-all in Purchase Analysis & Purchase summary A STEP BY STEP PROCEDURE: (A)Role: To Create a Role ADMIN> Roles & Rights>Role

Create Code as g,ACMANAGER
Create Name as e.g., ACCOUNTS MANAGER
Click save

Several such roles can be created within an organisation. E.g. PURCHASE INCHARGE, PURCHASE ASSISTANT etc (B)To Assign Rights : (i)To assign Rights to Module ADMIN>Masters>Roles& Right>Role Module

Select Role as ACCOUNTS MANAGER
Select Module as ACCOUNTSClick Add Row and select Module as SALES

Click Add Row and select Module as PURCHASE
Click Update

RoleModule>ACCOUNTSMANAGER>ACCOUNTS,SALES,PURCHASE> Click UPDATE (ii) To assign Rights to Menus & Operations ADMIN>Masters>Roles& Rights>Role Menu

To assign Rights to Menus & operations in (a)ACCOUNTS Module (i)Masters Menu Step1.Select Role as ACCOUNTS MANAGER Step2.Select Module as ACCOUNTS Step3.Select Masters as Menu Step4. Select all the operations under Masters Menu (Click the GREEN button on the left top of the Menu-Operations table) Step5.Click Save (ii)Transactions Menu Repeat steps 1 to 5 --Select Transactions in step3 (iii)Reports Menu Repeat steps 1 to 5 ---Select Reports in step3 (b)SALES Module-Transactions Menu- View & Print operations Step1.Select Role as ACCOUNTS MANAGER Step2.Select Module as SALES Step3.Select Transactions as Menu Step4.Select only View & Print under operations (Fill all the check boxes only under operations –view & Print ) Step5.Click Save (c) PURCHASE Module- Reports Menu- View & Print operations Step1.Select Role as ACCOUNTS MANAGER Step2.Select Module as PURCHASE Step3.Select Reports as Menu Step4.Select Purchase Analysis Click GREEN button on the right end . Select Purchase summary, Click GREEN button on the right end Step5.Click Save Having created Roles and assigned Rights to each Role, Now every user can be generated a code and can be assigned a role and based on the role, the User is allowed /restricted to access any specific area of the ERP User: Every user is assigned a Role based on the functions he performs and the responsibilities he holds within the organisation. E.g., ACCOUNTS MANAGER, ACCOUNTS ASSISTANT etc. One or more users can be assigned the same Role Create a code and assign a role for every user can be done in one screen Click ADMIN> Others >Employee Master

Select as Codecategory as Employee
Create Employee Code as E500
Create EmployeeName as Mahalaakshmi
Selecct Employee Status as Active
Select the Applicable Tab
Click

Once the User is assigned a Role, the rights that are aassigned to that Role are automatically assigned to that User. Summary:

Create a Role (Role)
Assign Rights to that Role(Role Module & Role Menu)
Create a Code and assign a Role(Employee Master) for the User

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September 11, 2017 @ 12:58:37 [Current Revision] by arul
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Revision Differences

--- August 29, 2017 @ 05:40:08
+++ Current Revision
 Unchanged: &nbsp;
 Unchanged: <em><strong>How to assign Roles &amp; Rights to a User?(OR)</strong></em>
 Unchanged: <em><strong>How to allow or </strong></em> <em><strong>restrict a User  to access a specific area of  the ERP?</strong></em>
 Unchanged: <strong>Before we start to do anything with the User , an overview about Roles &amp; Rights is very essential</strong>
 Unchanged: <strong>Role:</strong> A role is created within an organisation based on the department, functions , responsibilities and o on.  Several such roles can be created within an organisation.
 Unchanged: <strong>Rights:</strong>  Every Role is assigned certain specific Rights.
 Unchanged: <strong>Module: </strong>Information regarding an organistion is classified and are  available in various Modules .
 Unchanged: <strong>Menus </strong>Each Module is further classified into Menus . Most menus are split into Master, Transaction and Reports. These are called the Parent Menus. Some modules have extra menus like Tools and others also.
 Unchanged: Masters: These are static menus where large amount of information  and data can be stored. Used for importing data, configuration, creating codes etc.
 Unchanged: Transactions: These are dynamic menus where transactions of any business event are recorded and saved e.g, Sales invoice, Purchase invoice, Payment etc
 Unchanged: Reports: These menus are solely for information retrieval in various formats ,field-wise ,record-wise and so on.e.g., Item-wise sales for a specific period, Payments made only through cheques, list of sundry debtors as on date etc. They actually integrate the Masters &amp; Transactions and provides the information the way it is required
 Unchanged: <strong>Menus : </strong>Under each parent Menu there are several menus  like Ledger, Register, Receivables, Payables etc.
 Unchanged: <strong>Operations</strong>  -  are used to
 Unchanged: Insert - To include data
 Unchanged: Update-To add data
 Unchanged: View- To see data
 Unchanged: Delete-To remove data
 Unchanged: Print-To print data
 Unchanged: Export-To present data in different forms
 Unchanged: <strong>In summary, Roles &amp; Rights means two activities</strong>
 Unchanged: <ul>
 Unchanged:  <li><strong>Create a Role </strong></li>
 Unchanged:  <li><strong>Assign Rights for each Role</strong></li>
 Unchanged: </ul>
 Unchanged: <strong>(A) How to Create a Role ?</strong>
 Unchanged: <strong>       ADMIN&gt;Masters&gt; </strong><strong>Roles &amp; Rights&gt;</strong> <strong>Role</strong>
 Unchanged: <strong>(B)How to assign Rights for each Role?</strong>
 Unchanged: <strong>  (i) For each Role You can assign Rights to one or more Modules</strong>
 Unchanged: <strong>        ADMIN&gt; </strong><strong>Masters&gt; </strong><strong>Roles&amp; Rights&gt;</strong> <strong>Role Module</strong>
 Unchanged: <strong>   (ii) For each Role</strong>
 Unchanged: <ul>
 Unchanged:  <li><strong>Within each Module you can assign Rights to one or more  Menus </strong></li>
 Unchanged:  <li><strong>Within each Menu you can assign Rights  to one or more Operations</strong></li>
 Unchanged: </ul>
 Unchanged: <strong>            ADMIN&gt;</strong> <strong>Masters&gt;</strong> <strong>Roles&amp; Rights&gt;</strong> <strong>Role Menu</strong>
 Unchanged: <strong> </strong>
 Unchanged: <strong>Now lets see with some examples as to H</strong><strong>ow to create a Role and How to assign Rights for that Role</strong>
 Unchanged: <strong>Example1:</strong>
 Unchanged: <strong>For the  Role-ACCOUNTS MANAGER </strong> <strong> </strong>
 Unchanged: <strong>you need to Assign Rights to </strong> <strong>Modules- ACCOUNTS,PURCHASE &amp; SALES </strong>
 Unchanged: <strong>Within ACCOUNTS Module, assign Rights to</strong>
 Unchanged: <strong>Menus- Masters, Transactions, Reports</strong>
 Unchanged: <strong>Operation-Insert, Update, View, Print ,Export, Delete in each of the menus.</strong>
 Unchanged: <strong>Within SALES Module, assign Rights to</strong>
 Unchanged: <strong>  Menus-Transactions</strong>
 Unchanged: <strong>  Operations-View,Print</strong>
 Unchanged: <strong>Within PURCHASE Module, assign Rights </strong>
 Unchanged: <strong>   Menus-Reports</strong>
 Unchanged: <strong>   Operations-all in Purchase Analysis &amp; Purchase summary</strong>
 Unchanged: &nbsp;
 Unchanged: <strong>A STEP BY STEP PROCEDURE:</strong>
 Unchanged: <strong> (A) </strong><strong>Role:  To Create a Role</strong>
 Unchanged: <strong>ADMIN&gt; </strong><strong> Roles &amp; Rights&gt;</strong> <strong>Role</strong>
 Unchanged: <a href="http:// help.goodbookserp.com/wp- content/uploads/ 2017/08/RR3.png"><img class="alignnone size-medium wp-image-7876" src="http://help.goodbookserp.com/ wp-content/uploads/2017/08/ RR3-300x183.png" alt="R&amp;R3" width="300" height="183" /></a>
 Unchanged: <ul>
 Unchanged:  <li><strong>Create Code as g,ACMANAGER</ strong></li>
 Unchanged:  <li><strong>Create Name as e.g., ACCOUNTS MANAGER</strong></li>
 Unchanged:  <li><strong>Click save</strong></li>
 Unchanged: </ul>
 Unchanged: <strong>Several such roles can be created within an organisation. E.g. PURCHASE INCHARGE, PURCHASE ASSISTANT etc</strong>
 Unchanged: <strong> (B) To </strong> <strong>Assign Rights :</strong>
 Unchanged: <strong>(i)To assign Rights to Module</strong>
 Unchanged: <strong>        ADMIN&gt;</strong> <strong>Masters&gt;</strong> <strong>Roles&amp; Right&gt;</strong> <strong>Role Module</strong>
 Unchanged: <strong>        <a href="http:// help.goodbookserp.com/wp- content/uploads/ 2017/08/RR2-1.png"><img class="alignnone size-medium wp-image-7895" src="http://help.goodbookserp.com/ wp-content/uploads/2017/08/ RR2-1-268x300.png" alt="R&amp;R2" width="268" height="300" /></a></strong>
 Unchanged: <ul>
 Unchanged:  <li><strong>Select Role as ACCOUNTS MANAGER</strong></li>
 Unchanged:  <li><strong>Select Module as ACCOUNTS</strong> <strong>Click Add Row and select Module as SALES</strong></li>
 Unchanged: </ul>
 Unchanged: <ul>
 Unchanged:  <li><strong>Click Add Row and select Module as PURCHASE</strong></li>
 Unchanged:  <li><strong>Click Update</strong></li>
 Unchanged: </ul>
 Unchanged: <strong>RoleModule&gt; </strong><strong> ACCOUNTSMANAGER&gt; </strong><strong> ACCOUNTS,SALES,PURCHASE&gt; Click </strong> <strong>UPDATE</strong>
 Unchanged: <strong>       (ii) To assign Rights to Menus &amp; Operations </strong>
 Unchanged: <strong>          ADMIN&gt;</strong> <strong>Masters&gt;</strong> <strong>Roles&amp; Rights&gt;</strong> <strong>Role Menu</strong>
 Unchanged: &nbsp;
 Unchanged: <a href="http:// help.goodbookserp.com/wp- content/uploads/ 2017/08/RR3-1.png"><img class="alignnone size-medium wp-image-7896" src="http://help.goodbookserp.com/ wp-content/uploads/2017/08/ RR3-1-300x184.png" alt="R&amp;R3" width="300" height="184" /></a>
 Unchanged: <strong>To assign Rights to Menus &amp; operations in </strong>
 Unchanged: <strong>(a)ACCOUNTS Module </strong>
 Unchanged: <strong>    (i)Masters Menu</strong>
 Unchanged: <strong>     Step1.Select Role as ACCOUNTS MANAGER</strong>
 Unchanged: <strong>     Step2.Select Module as ACCOUNTS</strong>
 Unchanged: <strong>     Step3.Select Masters as Menu</strong>
 Unchanged: <strong>     Step4. Select all the operations under Masters Menu (Click the GREEN button on the         left top of      the Menu-Operations table)</strong>
 Unchanged: <strong>     Step5.Click Save</strong>
 Unchanged: <strong>   (ii)Transactions Menu</strong>
 Unchanged: <strong>     Repeat steps 1 to 5   --Select Transactions in step3</strong>
 Unchanged: <strong>    (iii)Reports Menu</strong>
 Unchanged: <strong>      Repeat steps 1 to 5 ---Select Reports in step3</strong>
 Unchanged: <strong>(b)SALES Module-Transactions Menu- View &amp; Print operations</strong>
 Unchanged: <strong>     Step1.Select Role as ACCOUNTS MANAGER</strong>
 Unchanged: <strong>    Step2.Select Module as SALES</strong>
 Unchanged: <strong>     Step3.Select Transactions as Menu</strong>
 Unchanged: <strong>     Step4.Select only View &amp; Print under operations (Fill all the check boxes only under operations –view &amp; Print )</strong>
 Unchanged: <strong>     Step5.Click Save</strong>
 Unchanged: <strong> <a href="http:// help.goodbookserp.com/wp- content/uploads/ 2017/08/RR4.png"><img class="alignnone size-medium wp-image-7897" src="http://help.goodbookserp.com/ wp-content/uploads/2017/08/ RR4-300x172.png" alt="R&amp;R4" width="300" height="172" /></a></strong>
 Unchanged: <strong>(c) PURCHASE Module- Reports Menu- View &amp; Print operations</strong>
 Unchanged: <strong>Step1.Select Role as ACCOUNTS MANAGER</strong>
 Unchanged: <strong>  Step2.Select Module as PURCHASE</strong> <strong> Step3.Select Reports as Menu</strong>
 Unchanged: <strong>   Step4.Select  Purchase Analysis Click GREEN button on the right end .</strong>
 Unchanged: <strong>                 Select  Purchase summary, Click GREEN button on the right end</strong>
 Unchanged: <strong>     Step5.Click Save</strong>
 Unchanged: <strong> </strong>
 Unchanged: <strong>    <a href="http:// help.goodbookserp.com/wp- content/uploads/ 2017/08/RR5.png"><img class="alignnone size-medium wp-image-7893" src="http://help.goodbookserp.com/ wp-content/uploads/2017/08/ RR5-300x181.png" alt="R&amp;R5" width="300" height="181" /></a></strong>
 Unchanged: &nbsp;
 Unchanged: <em><strong>Having created Roles and assigned Rights to each Role,</strong> <strong>Now  every user can be generated a code and  can be assigned a role and based on the role, the User is allowed /restricted  to access any specific area of the ERP</strong></em>
 Unchanged: &nbsp;
 Unchanged: <strong> User: Every user is assigned a Role based on the functions he performs and the responsibilities he holds within the organisation. E.g., ACCOUNTS MANAGER, ACCOUNTS ASSISTANT etc.</strong>
 Unchanged: <strong>One or more users can be assigned the same Role</strong>
 Unchanged: <strong>Create a code and assign a role for every user can be done in one screen</strong>
 Unchanged: <strong>         </strong><strong> Click ADMIN&gt; Others &gt;Employee Master</strong>
 Unchanged: <strong>       <a href="http:// help.goodbookserp.com/wp- content/uploads/ 2017/08/RR1-4.png"><img class="alignnone size-medium wp-image-7877" src="http://help.goodbookserp.com/ wp-content/uploads/2017/08/ RR1-4-300x139.png" alt="R&amp;R1" width="300" height="139" /></a></strong>
 Unchanged: <ul>
 Unchanged:  <li>Select as Codecategory as Employee</li>
 Unchanged:  <li>Create Employee Code as E500</li>
 Unchanged:  <li>Create EmployeeName as Mahalaakshmi</li>
 Unchanged:  <li>Selecct Employee Status as Active</li>
 Unchanged:  <li>Select the Applicable Tab</li>
-Deleted:  <li></li>
+Added:  <li>Click</li>
+Added: </ul>
+Added: &nbsp;
+Added: <ul>
 Unchanged:  <li><a href="http:// help.goodbookserp.com/wp- content/uploads/ 2017/08/RR2.png"><img class="alignnone size-medium wp-image-7875" src="http://help.goodbookserp.com/ wp-content/uploads/2017/08/ RR2-269x300.png" alt="R&amp;R2" width="269" height="300" /></a></li>
 Unchanged: </ul>
 Unchanged: &nbsp;
 Unchanged: <strong>Once the User is assigned a Role, the rights that are aassigned  to that Role are automatically assigned to that User.</strong>
 Unchanged: <strong>Summary:</strong>
 Unchanged: <ul>
 Unchanged:  <li><strong>Create a Role (Role)</strong></li>
 Unchanged:  <li><strong>Assign Rights to that Role(Role Module &amp; Role Menu)</strong></li>
 Unchanged:  <li><strong>Create a Code  and assign a Role(Employee Master) for the User</strong></li>
 Unchanged: </ul>
 Unchanged: <strong> </strong>
 Unchanged: &nbsp;
 Unchanged: <strong> </strong>
 Unchanged: &nbsp;
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