User permission

Explain to the end user after creating the user, how to give permission to the users

- HOW to give permission to  USER from the mobile app

- Click on 3 horizontal navigation bars and then click on the Users icon.

- Click on the permission button below the user name on which you want to change the permission.

- You will be shown the permissions the user has.

- If You want to make the user ADMIN then Click on the checkbox to make a user admin. Then click on SAVE. Now the user can see all the data of the company. 

- You can also remove a user from admin permission by clicking on the same checkbox.

Check with the below step for how to provide permission

#Give Only Ledger Group permission

- Click on the All below Access by Ledger Group. By default, the user has access to all the ledger groups.

- Uncheck SELECT ALL and then click on Sundry Debtors Or Ledger Group to which you want to give permission

-  Save the permission and You can see the number of  Ledger Groups permitted for the user. Click on SAVE so give permission to the user.

#Give Stock Group Permission 

- Click on the All below Access by Stock Group. By default, the user has access to all the Stock groups. 

- Uncheck SELECT ALL and then click on whichever stock groups you want to give permission. If you don’t want the user to see any stock groups then, select none of the groups shown.

- Click on the Save button

- You can see the number of Stock Groups permitted for the user. Click on SAVE so give permission to the user. 

#Give Godown wise Permission

- Click on the ALL below ACCESS BY GODOWN. By default, the user has access to all the Godown details.

- Accordingly, you can give access to individual godowns.

Note: If user is given particular godown access he wont be able to see the closing stock/closing balance of items

#Give Voucher Type Permission

- Click on the All below Access by Voucher Type. By default, the user has access to all the Voucher Types.

- Uncheck SELECT ALL and then click on whichever Voucher type you want to give permission. If you don’t want the user to see any Voucher Types then, select none of the types shown.

-Save it. Then you are taken back to the permissions page

- You can see the number of  Voucher Types permitted for the user. Click on SAVE so give permission to the user. Now the user can see the Voucher Types that are assigned

#Give Screen Permission

- Click on the All below Access by Screen. By default, the user has access to all the Screen.

- Uncheck SELECT ALL and then click on whichever Screen you want to give permission. If you don’t want the user to see any screen then, select none of the types shown.

- You can see the number of  Screens permitted for the user. Click on SAVE so give permission to the user. Now the user can see all permitted screens

- There are individual options given on each screen. For Example from Dashboard you can only give rights of sales , If you select Dashboard the user will see all menus of Dashboard.  The same goes for all other screens.

#Give Access by Data Entry:

- On clicking the ALL option user will be able to all menus of the DATA ENTRY Module

- After clicking on Access by Data Entry, the screen below is what you get to see. which shows Permission to create a New ledger and new Stock Item 

- After clicking on ALL below Access by Voucher types. If you select Sales and Purchase user will be able to only create Sales and Purchase Invoice.

#Access by Backdated entry

- Go to User permission and scroll down > there will be a feature named as Back Dated Access with Toggle button ( ON and OFF )

- If you enable ALLOW BACK DATED ENTRIES then the salesperson or user can Create entries with backdated entries.

- Backdated entries means the user can create data entry for past dates. If this permission is enabled for the user from User permission then the respective can make entries for past date too

#Give Share Report Permission

- Go to User permission and scroll down > there will be a feature named Share Report with a Toggle button ( ON and OFF )

- Click on the Share Report Toggle button and then click on SAVE. If you have not given permission to share a report, the user will not be able to share any of the reports in the app. The user can still share invoices and bills.

#Price list Access

- Go to User permission and scroll down > there will be a feature name with Toggle button ( ON and OFF )

- If price list access is enabled the salesperson will be able to see the price list details of the Item from the Item details screen > Price list.

> If resolved

>Disposition: Mobile App Troubleshooting - User permissions/user details/queries