Access Manager
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The Access Manager module in XoroERP enables administrators to manage user privileges by granting or restricting access to specific modules across the system. Each user is assigned a role (e.g., Admin, Accounting, Warehouse), which comes with predefined privileges. However, if a user requires access beyond their assigned role, administrators can customize their permissions using the Access Manager module, ensuring precise control over system access.
A user is an individual who uses the Xoro system. A user’s access can be edited in the Access Manager, defining their system privileges and level of accessibility.
A user can have two types of access levels: Role-based & Custom.
Within the XoroERP system, we've established a range of pre-defined roles. Each role is granted a specific set of privileges, and subsequently, a role is linked to a user profile. For instance, an Accounting role typically includes access to functionalities like Accounts and Journal Entry.
XoroERP includes a set of predefined roles, each with a specific set of privileges. When a user is created, they are assigned a role that determines their system access. For example, a user with the Accounting role typically has access to functionalities like Accounts and Journal Entry.
A role’s privileges can be edited in the Access Manager. Additionally, user roles can be changed from the "User" module if adjustments to access levels are needed.
Go to the Access Manager module. Select 'Role' as the “Access Recipient Type” and pick the role from the “Recipient” dropdown.
Select the privileges you want to assign to the Role and click on “Grant Access”.
The set of privileges will be automatically granted to the users who are assigned this role.
A user's role/privileges can be customized as per the business needs. For instance, a sales rep can be granted accounting privileges in addition to their regular access.
In the Access Manager module, choose "User" from the dropdown and select the intended user.
Under the “Set Access Levels” section, opt for the “Custom” radio button.
Select the privileges to grant to the User and click on “Grant Access”.
If you want to create a set of privileges for a user without creating a new role, create a profile instead. This profile can then be assigned to other users.
Access the Access Manager module and choose "Profile" as the Access Recipient Type.
In the "Set Access Levels" section , pick the desired access levels and click "Save as new."
Enter the profile name and click on "OK" to save the profile.
In the Access Manager module, select “User” from the dropdown menu and pick the intended user to assign the profile.
Under the “Set Access Levels” section, opt for the “Custom” radio button.
Select the profile from the dropdown menu from the right corner of the screen and click on “Load”.
The set of privileges corresponding to the selected profile will be loaded for the user. Then, click on “Grant Access” to assign the profile to the user.
