Manage and Assign Roles

Overview: The Manage Roles feature allows precise control over user permissions, tailoring access according to specific needs.

Benefits: By restricting access to only essential modules, this feature ensures users only interact with necessary functions, safeguarding sensitive information from unauthorized access.

How to manage roles : To create new role , admin user need to navigate to add role and provide Name of the role , description and select the functionalities you wish to provide the access for that role.

To assign locations and role, user need to add/edit user in manage user and select the location and role you wish to assign from the available list and click Apply and Save.

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• Roles

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• Manage Departments

  How to manage Departments : User can manage the departments by clicking on add departments , code and name and click on Save.

• Manage Users

  How to manage Users : Admin user can manage the users by clicking on add users and provide the basic details of users and click on Save.

• Manage Branches

  How to manage Branches : User can manage the branches by clicking on add branches , furnish code , name and address and click on Save.

• Manage Entities

  Overview: The Manage Entities feature offers you to handle multiple companies and locations for E-Invoice, E-Way Bill, and GST Returns, streamlining administrative tasks. Benefits: It simplifies the management of various companies, locations, and ...