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Adding, Editing and Deleting Partner Users

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

The Ginesys Partners or vendors are treated as partner users and their roles are created and managed in Admin module at the HO level. This article shows how to manage Partner Users in Ginesys HO.

You can Add, Edit and Delete the Partner Users through this form.

Prerequisites

  1. The users' role must have access to the Add app operation in the User feature in Admin - Security - User - Role through Admin - Security - Partner - Roles.

Step-by-step guide

The following steps are to be executed:

  1. Go to Admin - Security - User - Users.

  2. List of Users module opens.

  3. Click on Add button.

  4. User window will open.

  5. Put in the User No., Name, Login Name, Password, Role (all these are mandatory fields) in the User Information section. 

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

Prerequisites

  1. The users' role must have access to the Modify app operation in the User feature in Admin - Security - User - Role through Admin - Security - Partner - Roles.

Step-by-step guide

The following steps are to be executed:

  1. Go to Admin - Security - User - Users.

  2. List of Users module opens.

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

  4. User window will open.

  5. Edit the required fields.

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

Prerequisites

  1. The users' role must have access to the Modify app operation in the User feature in Admin - Security - User - Role through Admin - Security - Partner - Roles.

Step-by-step guide

The following steps are to be executed:

  1. Go to Admin - Security - User - Users.

  2. List of Users module opens.

  3. Click on the user you want to delete.

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

  5. 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 Ginesys Partner in Ginesys ERP Admin