Users and permissions

Users

Users

Overview

Users are the core of the ERP system. All non-system actions and tasks are performed by users with proper permissions.

image.png

Users

Create a new user

New ERP users should only be created by users with administrative or HR authorizations.

To create a new user, click the "+" button in the top right corner above the table. You will be redirected to the "Add new user" form

output.gif

"

Users

Update an existing user

Users should only be edited by administrators or members of the HR department with proper permissions.

Updating the user is done by finding the user in the "Users" table and its clicking "Edit" icon.

image.png

This redirects you to the user's edit page, where you can update most of the user's basic information (photo, name, address, authorization, contact information...) or send a "Password reset" email to user.

output.gif

Users

Delete user(s)

Users can be deleted by administrator users with the proper permissions.

Roles

Roles

Overview

Roles are used in the ERP system to determine user's role in the company.

Roles are used to group sets of permissions, that are required for performing a task or general ERP use.

image.png

Roles

Create a new role

To create a new role, click the "+" button above the "Roles" table, to navigate to the "Create new authorization role" form.

image.png

On the form, fill out the required fields and click save to add a new role.

image.png

Roles

Update an existing role

Roles should be updated only be people, who know their purpose, as deleting a role that is required for a certain tasks will stop users form performing those tasks.

To edit an existing role, find it in the roles table and click on its "Edit" button.

image.png

On the role's page, you can update its name and description, its assigned permissions and manage users, that have this role. 

It is not recommended to update a role's slug, as it may be used for programmatic access control.

image.png

Roles

Delete role(s)

Roles should only be deleted by people, who understand the role's purpose and know it's uses.

To delete a role, find it in the "Roles" table and tick its checkbox. Then click and confirm the "Trash" button, that appears above the table.

output.gif

Permissions

Permissions

Overview

Permissions are used to limit and provide access for users  within the ERP system. 

TIP: Permissions can be assigned onto roles or onto users directly, although this is discouraged, as roles provide easier trackability of what user has what permissions..

image.png

š

Permissions

Create a new permission

To create a new permission, navigate to the "Add new authorization permission" form by clicking the "+" button in the top right above the table or by visiting the "Add new permission form" directly.

image.png

When creating a new permission, a unique name is required, alongside a corresponding permission slug. The slug is how the permission will be called during checks. 

image.png

Defining the group that the permission belongs to, is not necessary but is encouraged, as it makes it easier to find the new permission  while searching for it.

TIP: Description is not strictly required, but should be added when possible, to describe what the permission is used for.

Permissions

Update an existing permission

Permissions should be updated only be people, who know their purpose, as permissions are used to grant access to a  parts of the ERP .

To edit an existing permission, find it in the permissions table and click on its "Edit" button.

image.png

On the permission's page, you can update its name, description and group, that's used to show grouped permissions  in permissions section on user and role page. 

It is not recommended to update a permission's slug, as it may be used for programmatic access control.

image.png

Permissions

Delete permission(s)

Permissions should only be deleted by people, who understand their purpose and know the permission's uses.

To delete a permission, find it in the "Permissions" table and tick its checkbox. Then click and confirm the "Trash" button, that appears above the table.

output.gif