Masters - Employee
Employee creation is done under Masters > HR > Employee.
Once the employee is created, you can upload all the necessary documents for record-keeping using the Quick Link.
Masters - User Access Management of Masters
Admins can control authority within the Employee Master through Masters > User Management > User Access Management of Masters
User Master
- User Name - User ID used to log in to the ERP.
- Download Link - Restricts users from exporting data from ERP.
- Functional Admin - Allows a user to override system locks in most transactions.
OTP (One-Time Password) - To enhance security, OTP must be enabled only after:
- Email configuration is completed successfully.
- OTP is tested and verified for at least one employee.
Important: Always tag the user with the corresponding employee.
Masters - User Access Management
Admins can create a user profile to copy rights from it, or copy rights from an existing user. Authority levels can be defined here.
Note: If no Authority Level is selected, the user will be assigned Approver by default.
User Access Management
Masters - Reset User Password
List of Users
Reset User Password