{ "_label": "Adding Users" }
ERPNext has a role-based permission system, which means that you can assign Roles to Users, and permissions on Roles.Each ERPNext user has a Profile. The Profile contains the user’s email and authentication and can be set from:
Setup > Users and Permissions > Users
Step 1: Adding a new User
To add a new user, click on “Add” button and enter the user’s
- Email Id
- First Name
- Last Name
Step 2: Password and Image
Enter a new password and select the image of the user. Write a small description about the User under the heading Short Bio
Step 3 :Setting Roles and Email Settings
Check the boxes which the User can access. ERPNext comes with a bunch of predefined roles. Enter his email settings. The message will appear at the end of every mail.
Step 4: Security Settings
- Enabling / disabling users: You can enable or disable users. Disabled users will not be able to log in.
- Setting login time: If login time is set, users can only log-in within the defined hours as per your timezone.
If you wish to give the user access to the system only between office hours, or during weekends, mention it under security settings.