Users

Adding users and defining roles

ERPAG is a multi-user software. This means you can connect multiple users to one database and manage their privileges. To complete this steps, you need to do the following:

1. set up your users basic data, e.g. username and password

2. set up their privileges

Create New user

To enter users basic data:

Add New USER

Administration > Users > Add New > Select the type of user from the drop-down menu
e.g. Administrator/Operator

This will open a new window, where you will choose how the user will be able to log in, by using their email or username/password. If you choose the latter, you will define the username and password in the necessary fields.

Save the changes.

Send an invitation email to the user you defined by using the appropriate widget. The user will get an email with a confrontation link and by clicking on it, he/her is obtaining the right to access Erpag.

You can disable the user anytime by using the (…)

Account types

There are two account types in Erpag:

1. Administrator account

2. Operator account

The Administrator account (also called Admin) has the highest privileges. Admin can set other users passwords, remove or add other accounts.

The Operator account can not access the Admin panel and has no influence to other user accounts.

User privileges can vary from user to user and different restrictions can be set up for each of the modules.

The users can have:

• full access

• read only access

• completely denied

The admin sets up these restrictions by simply opening the wanted user, going to the 'edit' mode and expanding the 'user authorization' line. This will give the admin a full view of all the modules and their panels, and the admin can proceed with checking/unchecking the boxes for each panel there by defining that users privileges.

Note: Always leave all years checked, since it sometimes locks modules even though the Operator should be able to access them.