Setup User, Allow and Disallow Menus Options and User Reports
YouTube: How to setup users in Logic ERP and grant access rights to them?
How to setup users in Logic ERP and grant access rights to them?
This tutorial provides a comprehensive guide on how to Setup Users and Assign Access Rights within the software. It explains how to create multiple Users, control their permissions, monitor activities through Logs, and simplify access management using templates. By the end of this tutorial, you will be able to efficiently manage user roles, enhance data security, and maintain accountability across operations.
Why Create Multiple Users?
Restrict access to specific menu options for different users
Control permissions for modification and deletion of documents and masters
Maintain a detailed activity log of all user actions
Enable Individual login credentials for enhanced security
How to Set Up a New User
Navigate to User Access and open Setup Users
Enter the User Name
Set a Password for login authentication
Mark as Demo User (if applicable)
Demo users cannot create masters or documents
Add Contact Details (Phone & Email) for communication and approvals
Enable Supervisor Rights (if required)
Option to Disable User when needed
Click Save to complete the setup
How to Disable a User
Select the user from the list
Navigate to Disable User column
Tick the checkbox (Press Spacebar)
Press Enter and click Save
Filter User Visibility
View Active Users only
View Disabled Users only
Select All Users to display both active and inactive users
Click Refresh to apply filters
Granting User Rights & Permissions
Navigate to Allow and Disallow Menus Options
Select the Desired User
Click Refresh (Mandatory Step)
Enable Menu Access
If you want to assign rights to the entire menu, simply right-click on the main menu.
If you do not want to give access to all sub-menus (i.e., you want to allow only selected modules):
Expand the main menu.
Right-click on the specific sub-menus for which you want to grant rights.
Understanding Indicators
Green Tick → Enabled
Red Cross → Disabled
Permission Controls Explained
Allow Modify → Edit documents
Allow Configuration Modification → Change system settings
Allow Deletion → Delete records
Allow Special Options → Customize document/master fields
Allow Printing → Print documents
Allow Cancel → Cancel transactions
Allow Reprinting → Reprint documents
Report Access Control (If required)
Enable access to Specific Reports
Restrict reports based on:
Branch
Configuration
Applied filters
Copy User Rights
Click on Copy
Select:
Source User (from whom rights are copied)
Destination User
Click Copy to apply
Implement User Permissions
Log in using the newly created user
Verify:
Visible menu options
Allowed actions (modify, delete, print, etc.)
System will:
Allow actions if permission is granted
Show error messages if restricted
User Activity & Audit Reports
Navigate to User Access and expand User Access Reports
Here, you will find multiple Reports available.
User Log Book
Tracks login/logout activity
Records performed actions
Master Modification Log
Tracks changes in master data
Displays user, date, and time
Document Modification Log
Shows original vs modified values
Includes filters for specific documents
Using User Templates for Efficiency
Go to Setup User Template
Create templates (e.g., Billing, Reporting)
Save the template
Assign Rights to Templates
Navigate to Allow/Disallow Menu Options to Template
Select template → Click Refresh
Assign permissions (same as user rights)
Assign Templates to Users
Return to Setup User Template window.
Open Assign Templates to Users Tab
Select Template
Choose one or multiple users
Click Assign
Benefits of Using Templates
Saves time in large organizations
Ensures consistent access control
Assign permissions to multiple users in one step
Simplifies user management process
Final Outcome
Users see only authorized options
Unauthorized actions are restricted with error messages
Complete audit trail ensures transparency and accountability
Last updated