# User & Employee

In ERP System, efficient management of users and employees is crucial for maintaining a streamlined organizational workflow. This section outlines the key functionalities and processes related to user and employee management.

<figure><img src="/files/xNuZPzHHKhKrZMZ1q4Kx" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
**Note:** Only Administrator user can add new user and employe
{% endhint %}

***

### User

User is an individual interacting with the ERP system. Users have distinct roles and permissions for accessing various modules.

#### **Create User**

1. Open **System Administration** Workspace open **User** Doctype
2. Select **+Add User**

<figure><img src="/files/vWDveehED95fSeUR49cc" alt=""><figcaption></figcaption></figure>

3. Fill Email, First Name, and Last Name of User -> Save

<figure><img src="/files/7KkdlxXRvl0OaiJt1Zex" alt=""><figcaption></figcaption></figure>

***

#### **Edit User Role**

1. Select User
2. Select Role Profile Field according to the position

<figure><img src="/files/Qz2WfFFMJjX8tt4fx2lH" alt=""><figcaption></figcaption></figure>

***

#### **Edit User Permission**

1. Select User
2. Open User Permission -> Set User Permission

<figure><img src="/files/83fhMAEv7BOPn4pCdqEr" alt=""><figcaption></figcaption></figure>

3. Create New User Permission
4. Allow Selected Project and Select the Project in Value field

<figure><img src="/files/gQzhaLiJNDEa6oxCXwzK" alt=""><figcaption></figcaption></figure>

***

#### **Change User Password**

1. Open User Doctype
2. Select User
3. Set New Password

<figure><img src="/files/HOf0BimG5HpIuKt3yzwS" alt=""><figcaption></figcaption></figure>

***

### Employee

The employee is a formal member of the organization engaged in specific job responsibilities. Employees may have associated user accounts for ERP access.

#### **Create New Employee**

1. Open **System Administration** Workspace open **Employee** Doctype
2. Select **+Add Employee**

<figure><img src="/files/fw06Obr29hU0SDFqg0ZU" alt=""><figcaption></figcaption></figure>

3. Fill User Field with selected User
4. Add Employement Data -> Save&#x20;

<figure><img src="/files/Y3E8q4S1nSC7KYdkFiM8" alt=""><figcaption></figcaption></figure>

#### **Add Employee Approver (Expense & Leave)**

1. Select **Employee**&#x20;
2. Open Tab **Attendance & Leaves**
3. Fill selected approver in the Expense & Leave Approver fields
4. Save

<figure><img src="/files/t78V89SIYghu3QRcAzOF" alt=""><figcaption></figcaption></figure>


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