User Account Configuration in ERPNext

One of the first things to do in ERPNext is the creation of user accounts. Only users with user account registered in ERPNext can login to the system.

To create an account:

  1. Login to ERPNext.
  2. Go to Users and Permission. Click User.
  3. Click New.
  4. Enter Email Address and First Name.

5. Click Save to create the account.

How To Configure User Account

  1. Log into your ERPNext account
  2. Go to Settings>User List
  3. Click on the User Account you need to modify.
  4. Summary of the Account Details will appear
  5. On the Roles Section, Check Boxes for specific modules are listed down. Modules that are ticked will be available for access to the user.

6. Clicking each Role Name will display a preview of what access are provided with that Role. For Example, the Editor Role will only give you Read access to these specified modules.

7. Tick only appropriate Roles that should be allowed for that User.

8. Click 'Save' to Apply Changes

Create a New Role Access

  1. In case there is a specific Role Access that is not available on the list, you can create a new one.
  2. Go to Role List. All existing Roles will be displayed.

3. To create a new one, click 'New'.

4. Fill up the Role Name, this must be unique. Make the name as clear as its purpose.

5. Click 'Save' or press CTRL+S to save the new Role.

6. To assign Modules to the new Role, click 'Role Permissions Manager'.

7. Under Roles Permission Manager, select the Document you would like the Role to have access to. In this Example, we need to select Purchase Order.

8. Click the 'Add a New Rule' to set the limitation and access level of that Role to the Document (Purchase Order).

9. A window confirming the DocType and Role should appear. Click Add.

10. Check only the functionalities you would like to allow on this DocType for this Role.

11. Go back to User List, and select the User you would like to assign the new Role to.

Tick the checkbox of the new Role.

NOTE: It is best practice to only assign certain roles to users according to their responsibilities.