How to Set User Permissions in EMERGE App - User Access Permissions
Welcome back! Today we're going to learn about setting user permissions in EMERGE App.
In your wholesale and distribution business, you want to control access permissions for various staff.
This prevents the likelihood of fraud, sabotage or theft of information in your business.
For example, warehouse staff shouldn't have access to financial reports. Likewise, sales reps should not be able to do stock adjustments and transfers.
Here's how to set user permissions in EMERGE App.
Firstly, go to the main menu and click on Company Settings.
Then click on User Management in the sidebar.
This presents a list of default users that have been set up for your account.
Before we move on, here's a little tip. See that yellow play button in the top right corner of the screen?
Just click on the play button to watch an instructional video about setting up users.
Back to the default list of users. Several roles have been automatically created for you: admin, sales, purchasing, operations, fulfilment and management.
If you want to add a new user or role, just click on the New User button.
Enter the name of the user along with their email address.
Then select a role for the new user.
Clicking on a role will automatically populate the permission access settings.
For example, for your sales reps, we made sure that they’re able to deal with customer records, create quotations and sales orders, and generate sales reports.
On the other hand, they should not be able to see your purchase and cost prices.
Moving on, if the new user doesn't fall into a default role, just create a new one by clicking on
Create New Role.
A New Role label will be added to the list of roles.
Change the role name by clicking on the pencil icon.
Here we'll create a new Finance role for our user.
Click on the checkmark once done to save the new role name.
Then scroll down the permission access list to toggle the user's ability to view, create or edit records.
For Finance, we'll allow the new user to deal with all Accounts and Reports.
Click Save when you're done.
Now for more time-saving tips from us.
If you're creating a list of similar roles, click on Duplicate This Role to create copies of the current role. Then rename the role and toggle the access permissions as you wish.
Finally, if your users forget their passwords for EMERGE App you can reset them here by clicking on Reset Password.
Now that you've seen how to manage your users and roles, it's time for you to go ahead and try it out.
Know more: https://emergeapp.net/features/