— Instructions for creating users and configuring access rights in the system
— Create new users and configure their rights in the 'User and Rights Settings' section
— Set access rights for different user profiles, such as 'Administrator' and 'Accountant'
— Enable record-level access restrictions to enhance data security
User guide
Создание пользователей
1
Open the section 'Settings' → 'System' → 'User and Rights Settings' → 'Users'
Go to the section for user management. Here you can add new users and configure their rights.
2
Create a new user
Fill in the required fields to create a user. After saving, the user will be added to the system.
Important. Create a user for each employee for order and data security.
User guide
Настройка прав доступа
3
Open the section 'Settings' → 'System' → 'User and Rights Settings' → 'Access Groups'
Go to access groups to configure rights. Select the desired group and set rights for users.
4
Configure the 'Administrator' profile
Ensure that the 'Administrator' profile has full access to settings and accounting data. This is necessary for system management.
5
Configure the 'Chief Accountant' profile
Check that the 'Chief Accountant' profile has full access to accounting data and can modify the organization's details.
6
Configure the 'Accountant' profile
Ensure that the 'Accountant' profile has access to accounting data but cannot modify the organization's details.
7
Configure the 'Warehouse Keeper' profile
Check that the 'Warehouse Keeper' profile has access to goods receipt documents and warehouse documents.
8
Configure the 'Sales Manager' profile
Ensure that the 'Sales Manager' profile has access to sales documents for goods and services.
9
Configure the 'View Only' profile
Check that the 'View Only' profile allows viewing documents and directories but not modifying them.
User guide
Установка ограничений доступа
10
Open the section 'Settings' → 'System' → 'User and Rights Settings' → 'Access Groups' → 'Restrict Access at Record Level'
Enable record-level access restriction for users. This will allow setting individual restrictions.
11
Set restrictions for users
After enabling restrictions, set the necessary restrictions for each user. This will ensure data security.
User guide
Копирование и очистка настроек
12
Copy user settings
Before copying, ensure that users have completed their work sessions. This is necessary for successful copying.
Important. Settings may not apply if users have not completed their sessions.
13
Clear settings if necessary
Use the settings clearing function to return to the default view. This will help eliminate errors in settings.
User guide
Запрет на редактирование данных
14
Set a prohibition on editing data for the closed period
After closing the period and submitting reports, set a prohibition on editing data. This will protect data from changes.
Important. For documents in the closed period, it is not possible to cancel, conduct, or re-conduct.
User guide
Защита персональных данных
15
Open the section 'Settings' → 'System' → 'User and Rights Settings' → 'Personal Data Protection'
Go to the personal data protection settings. Ensure that the program records user requests for personal data of other users.
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