User And Access Control - Let's Get You Started!
The User & Access Control module allows administrators to manage employees, define roles, assign permissions, and organize departments within the system. This section ensures that the right users have the correct level of access to system features. Admins can create user accounts, control access rights, and structure the organization hierarchy for better management.
Users
The Users section allows admins to create and manage employee accounts within the system. Admins can add employees, assign roles, define departments, and control user access.
How to Add a New User:
- Navigate to User & Access Control → Users.
- Click Add User.
- Fill in the required details such as User Code, First Name, Last Name, Email Address, Password, Phone Number, Gender, Date of Birth, and Joining Date.
- Select the App Role such as Admin, Manager, or User.
- Select the Scope / Department and choose the Designation.
- Upload a Profile Photo if required.
- Click Save User to create the account.
User Management Features:
- Create new users.
- Edit employee details.
- Assign roles and departments.
- View employee profiles.
- Activate or deactivate accounts.
Roles
The Roles section allows admins to define different access levels for users. Roles determine what actions a user can perform inside the system.
How to Create a Role:
- Go to User & Access Control → Roles.
- Click Add Role.
- Enter the required information such as Role Name.
- Select a Parent Role if needed.
- Set the Active Status.
- Add a Description for the role.
- Click Add to save the role.
Role Examples:
- Admin
- HR Manager
- Team Manager
- Employee
Each role can later be assigned permissions to control system access.
Permissions
The Permissions module allows admins to control which features each role can access. This ensures secure and restricted system usage.
How to Assign Permissions:
- Navigate to User & Access Control → Permissions.
- Select the Role such as Admin, Manager, or User.
- Locate the user from the list.
- Assign permissions such as View, Create, Edit, and Delete.
- Assign Role and Scope where necessary.
- Save the configuration.
Permission Benefits:
- Prevent unauthorized access.
- Control sensitive data visibility.
- Ensure role-based access management.
Scopes & Departments
The Scopes & Departments section helps admins organize the company structure. Scopes represent organizational units such as departments or teams.
Examples of Scopes:
- Management
- Development
- Marketing
- Sales
- Data Analysis
How to Add a Scope:
- Navigate to User & Access Control → Scopes & Departments.
- Click Add Scope.
- Enter details such as Scope Code, Scope Name, Group, and Description.
- Choose Background Color and Text Color for visual identification.
- Set Visibility and Active Status.
- Select Root Scope if creating a sub-department.
- Click Add Scope to save it.
This creates a hierarchical department structure within the organization.
Designations
Designations define job titles assigned to employees within the organization.
Examples of Designations:
- Developer
- Data Analyst
- Marketing Executive
- Sales Representative
- Intern
How to Add a Designation:
- Open Scopes & Departments → Designation.
- Click Add Designation.
- Enter the Designation Name.
- Enter the Designation ID.
- Set the Active Status.
- Click Save to store the designation.
Designations can then be assigned while creating or editing users.