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.

Note: Only Administrator user can add new user and employe

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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

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

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Edit User Role

1. Select User

2. Select Role Profile Field according to the position

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Edit User Permission

1. Select User

2. Open User Permission -> Set User Permission

1. Create New User Permission

2. Allow Selected Project and Select the Project in Value field

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Change User Password

1. Open User Doctype

2. Select User

3. Set New Password

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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

1. Fill User Field with selected User

2. Add Employement Data -> Save

Add Employee Approver (Expense & Leave)

1. Select Employee

2. Open Tab Attendance & Leaves

3. Fill selected approver in the Expense & Leave Approver fields

4. Save