Access Setup

Purpose

Each company's Admin can create users assigned to different roles. Each role will have access to an allowed subset of the available pages / functions of FA.

Access Control in NotrinosERP

Procedure

Roles: Choose Roles to edit or New role to create a new user role with all checkboxes removed
Show Inactive: Show all roles, including the Inactive Roles
Role Name: Name of the Role (22 characters max)
Role Description: Description of the Role (52 characters max)
Current Status: Active/Inactive. Choose Inactive only for backup or unused roles.
Role Sections: (described in detail below)
If creating a new role: Insert New Role/Back
If editing existing role: Save Role/Clone This Role/Delete This Role/Cancel/Back
add_access_extensions() have to be called inside extension files to have security areas maintained by core source code. This way module access areas does not interfere with core nor any other module security areas.

Sections

SYSTEM ADMINISTRATION

COMPANY SETUP

SPECIAL MAINTENANCE

SALES CONFIGURATION

SALES TRANSACTIONS

SALES RELATED REPORTS

PURCHASE CONFIGURATION

PURCHASE TRANSACTIONS

PURCHASE ANALYTICS

INVENTORY CONFIGURATION

INVENTORY OPERATIONS

INVENTORY ANALYTICS

MANUFACTURING CONFIGURATION

MANUFACTURING TRANSACTIONS

MANUFACTURING ANALYTICS

DIMENSIONS CONFIGURATION

DIMENSIONS

BANKING & GL CONFIGURATION

BANKING & GL TRANSACTIONS

BANKING & GL ANALYTICS

Tips and Tricks

To avoid mistakes in editing, Clone an existing Role and set the Current Status to Inactive
If you need to use FA whilst travelling, you may want to add an additional user account with a 'limited access role'; reducing the number of options available will be less distracting and make the interface more user friendly especially if your device has a small screen. you can always log out and log back in with your 'normal' username should you require additional functionality.

Suggested limited access role:- Sales

Sales Quotation Entry
Sales Order Entry
Direct Invoice
Add and Manage Customers

Purchasing

Purchase Order Entry
Direct Supplier Invoice
Suppliers

Items & Inventory

Inventory Item Status
Items

+ Additional inquiries & reports as necessary

Permission Notes

Supplier Transaction View premission controls Supplier Reports
Extensions can provide brand new security areas (with number>=100)
Extensions can provide another implementation of core FA area (which are always <100). This way installed extension can e.g. override Purchases tab with another one implemented completely differently.
Any Extension providing the same Security area >= 100 that has already been provided by another Extension will automatically get re-assigned to another unique as yet unassigned security area number (>= 100). This code is available in the includes/access_levels.inc file's function add_access_extensions().
for Access Control Permissions NotrinosERP.