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Adding, Editing and Deleting Roles

Owned by Deepankana Roy (Unlicensed)
Last updated: Mar 05, 2024 by Aparajita Basu Roy
3 min read

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. 

Note: For the Report module also access to Roles must be given from this functionality.

 

Impact of Batch/Serial functionality on Item Batch View

  • Addition of New App operation in ITEM MENU
    Module Name: Admin - Security - User - Roles

    • A new app operation has been introduced - “Edit Batch Serial”.

      • The operation will remain unticked by default.

Prerequisites

  1. The 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 guide

The steps are as follows:

  1. Go to Ginesys Web - Admin - Security - Role. 

  2. List view of Roles module opens.

  3. Click on Add button.

  4. Role window will open.

  5. Put in the Role Name (Mandatory Field) and Description.

  6. Select Profile Name from the drop-down list.

  7. Select the Modules to give access to this particular user in the Available Module section.

  8. Select the form level to get multiple app operations present in the Available Operation section.  

  9. Select the app operations you want to apply for the particular user (Add, Edit and Delete)

  10. Click on Save & Close button to save the role for the particular user. 

Impact of Batch/Serial functionality on “Edit Batch Serial”

  • The operation will remain unticked by default.

  • Migrate all existing roles as unticked.

Prerequisites

  1. The 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 guide

The steps are as follows:

  1. Go to Ginesys Web - Admin - Security - Role. 

  2. List view of Roles module opens.

  3. Double click on a user you want to edit.

  4. The Role window will open and all the previously created settings will be populated automatically. 

  5. You can edit all the settings as per your requirement.

  6. Click on Save & Close button to save the edited data. 

Prerequisites

The users' role must have access to the Role feature by enabling Delete app operation for the feature through Ginesys Web - Admin - Security - Role.

Step-by-step guide

The steps are as follows:

  1. Go to Ginesys Web - Admin - Security - Role.

  2. List view of Roles module opens.

  3. Select a role you want to delete.

  4. Click on Action > Delete.

  5. "Are you sure you want to delete current Record?" - this message will be displayed. 

  6. If you click on Yes, then the role will be deleted permanently and you will get a message - "Record deleted successfully".

To go back to the main page click on Managing ERP User in Ginesys Web