Navigating Client

This involves creating and managing client accounts within the system. The steps to set up clients may include entering client information such as name, contact details, and any additional relevant details. You may also have options to assign users or administrators to specific clients, set permissions and access levels, and manage client-related settings. By setting up clients, you can effectively organize and manage client accounts and ensure smooth communication and collaboration with your clients within the ERP system.

Click on client…

STEP 1: Click on "Create" Button

STEP 2: Create New client

After clicking the create button, you can proceed to set up a client by following these steps:

  1. Enter the name of the client.
  2. Enter the client's email address.
  3. Set a user password for the client's account.
  4. Finalize the creation of the client by clicking the create button.

Once you have entered the required information, you can click the create button to finalize the creation of the client account. This will allow the client to access the ERP system using the provided email address and password.

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STEP 3: "Edit, delete, and reset password" Button

You have the ability to perform various actions such as editing client details, deleting client records, and resetting client passwords. Editing allows you to modify client information such as name, email, and other relevant details. Deleting allows you to permanently remove a client record from the system. Resetting the password enables you to generate a new password for a client, which they can use to log in to their account. These actions provide flexibility and control in managing client accounts within the ERP system.

Click on Role

User logs

Navigating User Logs

In the user logs section of the ERP system, you can track and manage user activities and logs. It allows you to monitor user actions, such as login and logout timestamps, system operations performed, and any changes made by users within the ERP system. This feature helps to maintain accountability, security, and transparency by keeping a record of user interactions and system activities.

STEP 3: "View and delete" Button

You have the ability to view and delete user logs. Deleting user logs provides the option to remove specific log entries or clear the entire log history, depending on the system's permissions and requirements.

Click on

STEP 4: "View" Button

Viewing user logs allows you to review the recorded activities and actions performed by users within the system. This can help with monitoring user behavior, identifying any suspicious activities, or analyzing system usage patterns.

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Navigating User 

You can create and manage individual user accounts within the ERP system. This includes setting up new user profiles, providing necessary user information such as name and contact details, and assigning unique usernames and passwords for authentication. Additionally, user roles and permissions can be assigned to determine the level of access and privileges each user has within the system. User management allows administrators to efficiently control user accounts and ensure that the right individuals have appropriate access to system resources.

Step 1: Click the "Create" Button

STEP 2: Create New User

After clicking the create button, you can proceed to set up users in the ERP system by following these steps:

  1. Enter the name of the user.
  2. Provide the email address associated with the user.
  3. Select the appropriate user role or user type for the user.
  4. Set a password for the user account.
  5. Click the create button to finalize the creation of the user.

These steps allow you to create new user accounts and define their basic information, including their name, email address, assigned role, and password for accessing the ERP system.

User Management System

Navigating User Management System

In the user management section of an ERP system, administrators can perform various tasks related to managing users and their access within the system. This includes creating new user accounts, assigning user roles and permissions, defining user groups, and managing user profiles. Administrators can also edit user information, reset passwords, and deactivate or delete user accounts when necessary. User management in an ERP system helps ensure proper user authentication, authorization, and overall system security.

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