A role is a set of rights for app operations for access to specific modules, of a particular system for other users, designed by an accredited person. It can be changed as per the requirements of the system and its users. The user's role defines which particular modules of the Ginesys ERP are accessible for that particular user. In this master form, we can create, edit, and delete (untagged) roles for Ginesys users of a particular organization. The ‘Roles’ tab defines the access/restriction to various menus, sub-menus, and operations under different modules to a particular user.
This article describes how to manage users' Roles in Ginesys ERP Admin on the web.
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Note: For the Report module also access to Roles must be given from this functionality. |
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Addition of New Action in Item list view page Name - Batch/Serial Details Nature - Do not depend on role-app operation Behaviour of action in item list view page If no Item is selected, system will restrict and display the following msg - "Please select an Item to View Batch." If selected item’s Inventory Management is Item wise, system will restrict and display the following msg - “Inventory for selected Item <barcode> is neither Batch / Serial wise managed. Unable to view.” If valid item selected, then it will open Batch/Serial Detail window.
Provision of Batch/Serial Window from Item Master (Edit mode only) Provision of Batch/Serial Window from Manage item window
Batch/Serial Detail Window Batch/Serial Detail Window UI
Site wise stock Details Window |
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PrerequisitesThe Admin users' role must have access to the Role feature by enabling Add app operation for the feature through Ginesys Web - Admin - Security - Role.
Step-by-step guideThe steps are as follows: Go to Ginesys Web - Admin - Security - Role. List view of Roles module opens. Click on Add button. Role window will open.
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 Image AddedPut in the Role Name (Mandatory Field) and Description. Select Profile Name from the drop-down list. Select the Modules to give access to this particular user in the Available Module section. | Note |
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Note: If you select the lowest level of a module, then all the parent modules of that module will be selected automatically. |
Select the form level to get multiple app operations present in the Available Operation section. Select the app operations you want to apply for the particular user (Add, Edit and Delete) Click on Save & Close button to save the role for the particular user.
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Impact of Batch/Serial functionality on “Edit Batch Serial” |
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PrerequisitesThe users' role must have access to the Role feature by enabling Edit app operation for the feature through Ginesys Web - Admin - Security - Role.
Step-by-step guideThe steps are as follows: Go to Ginesys Web - Admin - Security - Role. List view of Roles module opens. Double click on a user you want to edit. The Role window will open and all the previously created settings will be populated automatically. You can edit all the settings as per your requirement. Click on Save & Close button to save the edited data.
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PrerequisitesThe users' role must have access to the Role feature by enabling Delete app operation for the feature through Ginesys Web - Admin - Security - Role. | Tip |
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Constraint on Delete operation Note: Role cannot be deleted once it is tagged to a User. However it can be made Extinct. |
Step-by-step guide The steps are as follows: Go to Ginesys Web - Admin - Security - Role. List view of Roles module opens. Select a role you want to delete. Click on Action > Delete. "Are you sure you want to delete current Record?" - this message will be displayed. If you click on Yes, then the role will be deleted permanently and you will get a message - "Record deleted successfully".
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To go back to the main page click on Managing ERP User in Ginesys Web
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