Adding a User 👥

Adding users to your ERP system allows your team members to access the system with their own accounts and appropriate permissions. This guide will walk you through the process step by step.

Before You Start

Make sure you have:

• Admin access to the system
• User information ready (name, email, role)
• Password for the new user (or they can set it themselves)

Step-by-Step Instructions

Step 1: Navigate to Users

1. Look at the left sidebar on your screen
2. Find the "ADMINISTRATION" section (it's usually near the bottom)
3. Click on "Users" - this will take you to the users list page

Step 2: Open the Add User Dialog

1. Look for the "Add User" button - it's usually in the top-right corner
2. Click the "Add User" button (or the "+" icon)
3. A dialog will pop up with a form to fill out

Step 3: Fill in User Information

The form will ask for the following information:

Basic Information

• Username (required): A unique login name

  • Example: john.doe or jdoe
  • This is what they'll use to sign in
  • Must be unique in your system

• Name (required): The person's full name

  • Example: John Doe
  • This will be displayed throughout the system

• Email (required): Their work email address

  • Example: john.doe@yourcompany.com
  • Used for notifications and password reset

• Password (required): A secure password

  • Choose a strong password
  • You can let them change it later

Additional Information

• Employee ID (optional): Their employee number

  • Example: EMP001 or 12345
  • Useful for tracking and reporting

• Role (required): Their access level

  • Admin: Full system access
  • Manager: Production and inventory management
  • Operator: Time tracking and work execution
  • Quality: Inspections and quality management
  • Purchasing: Supplier and material management

• Language (optional): Their preferred language

  • Choose from available languages
  • Affects the interface language they see

Step 4: Save the User

1. Review all the information you've entered
2. Click "Create User" button
3. You'll see a success message confirming the user was created

What Happens Next

For You (Admin)

• The new user will appear in your users list
• You can edit their information anytime
• You can change their role or deactivate their account

For the New User

• They'll receive an email with login instructions
• They can sign in with their username and password
• They'll see only the features they have permission to access

User Roles Explained

Administrator

• Full system access
• Can manage all users and settings
• Can view all data and reports
• Can configure system settings

Manager

• Production and inventory management
• Can create and manage work orders
• Can view and edit inventory
• Can manage production schedules
• Cannot access user management

Operator

• Time tracking and work execution
• Can view assigned work orders
• Can track time on tasks
• Can update production progress
• Limited access to other areas

Quality Control

• Inspections and quality management
• Can create and manage quality inspections
• Can record measurements and test results
• Can view quality reports
• Limited access to production management

Purchasing

• Supplier and material management
• Can manage suppliers and contacts
• Can create purchase orders
• Can track material costs
• Limited access to production areas

Tips and Best Practices

Username Guidelines

• Use consistent format (e.g., firstname.lastname)
• Avoid special characters except dots and underscores
• Keep it simple and memorable

Password Security

• Require strong passwords (8+ characters, mix of letters/numbers)
• Consider using temporary passwords that users must change
• Remind users not to share passwords

Role Assignment

• Start with minimal permissions and add more as needed
• Review user access regularly
• Consider creating custom roles for specific needs

Troubleshooting

User Can't Sign In

• Check if the username is correct
• Verify the password is correct
• Make sure the user account is active
• Check if their role has the necessary permissions

User Missing Features

• Verify their role has the required permissions
• Check if they're looking in the right section of the menu
• Consider upgrading their role if needed

Duplicate Username Error

• Usernames must be unique
• Try adding a number or different format
• Check if the user already exists in the system

Next Steps

Now that you've added a user, you might want to:

• Adding a Material - Set up inventory items
• Adding a Supplier - Add your suppliers
• Creating a Product - Build your product catalog
• Using Dashboards - Learn how to customize views

Need Help?

• 📖 Check other guides in this documentation
• 🎯 Use the search feature to find specific information
• 💬 Contact support if you need additional help

That's it! You've successfully added a user to your ERP system. 🎉