Learn about the User Permission and Role!

 

Assign Employee Roles and Permissions in AntMyERP

AntMyERP makes it simple to assign roles and permissions to employees based on their job responsibilities. For example, a sales employee can access only sales modules while a service employee can view only service related data.

To set permissions first click on the Settings icon on the left hand side and select Users and Roles. You’ll see a list of all users along with their group, email, access type and status. You can easily check who has admin or client level access and whether a user is active or inactive.

To assign or modify a role search for the user by name or email ID. Click Action then select Edit. In the Permissions tab you’ll find all ERP modules such as Admin, Customer, Communication, Finance, HR and more.

Select the module where access needs to be given. For example, to provide HR access, open the HR module and enable permissions like Attendance or Employee Data. You can also choose Inherit to keep certain options hidden. Use Ctrl + F to quickly search for any permission.

Once the required permissions are enabled the employee’s access will be instantly updated in their portal. This ensures every user views only what’s relevant to their role keeping your ERP system secure and efficient.

With AntMyERP, assigning roles and managing permissions is quick, clear, and completely customizable. Set your team’s access today and keep your organization’s workflow seamless and controlled!