FAQ on Users, Roles & Permission
Why am I not able to log in in AntMyERP Portal?
Step 1: Clear Browser Cache and Cookies Open your Google Chrome browser. Click on the three vertical dots in the top-right corner to open the menu. Hover over “More tools” and select “Clear browsing data.” In the pop-up window, select “Cookies and other site data” and “Cached images and files.” Click on the “Clear data” button.
Step 2: Update Google Chrome Make sure you are using the latest version of Google Chrome. If not, update your browser to the latest version.
Step 3: Verify Login Credentials Double-check that you are entering the correct login ID (username or email) and password. Ensure that Caps Lock is turned off and that there are no typos in your credentials.
Step 4: Password Reset If you are certain that your login credentials are correct but still unable to log in, use the “Forgot Password” or “Reset Password” option on the login page. Follow the instructions to reset your password.
Step 5: Contact Super Admin If you are still unable to log in after following the above steps, contact your organization’s super admin or system administrator. They may be able to assist you with password recovery or provide guidance on resolving login issues.
What is the permission setting for hierarchy-wise lead visibility in AntMyERP?
Step 1: User Added under Employee Group You’ve added the user to an “Employee” group in AntMyERP. This likely means that the user is part of a specific team or department within your organization.
Step 2: User Permission for Lead 2.
You’ve configured the user’s permissions for lead management.-
View only Self-created:This permission setting ensures that the user can only see leads that they themselves have created. They won’t be able to view leads created by other users.
Hierarchy Read: This permission setting extends the user’s view to include leads created by users within their hierarchy. In other words, if the user has subordinates or team members, they can view leads created by those team members.
Why is a user unable to see admin features even after rights are given in AntMyERP?
In AntMyERP, granting specific rights and permissions to a user doesn’t necessarily guarantee access to all admin features. However, you mentioned a potential solution to address this issue: Solution:
Step 1: Grant Super User Permission Navigate to “Settings” in AntMyERP. Go to “Users and Roles” and search for the user in question. Edit the user’s profile. Enable the “Allow Super User” permission.
Explanation: Enabling the “Allow Super User” permission can provide the user with enhanced privileges, potentially granting them access to additional admin features. Super user permissions often include broader administrative capabilities and visibility into various settings within the system.
How to deactivate a user in AntMyERP?
Navigate to the “Settings” section in AntMyERP.
Select “Users and Roles.” Search for the user you want to deactivate by entering their username or email ID.
Once you’ve located the user, click on the “Action” option next to their name and select “Edit.”
In the user’s profile settings, locate the “Active” or “Status” field. Change the status of the user to “Not Active” or “Inactive.” Save the changes.
Explanation: Deactivating a user in AntMyERP prevents them from accessing the system and its functionalities. This is useful when a user no longer requires access due to changes in their role, departure from the organization, or other reasons.
How can I allow a user to manage all tickets for the service tab in the AntMyERP mobile app?
To grant a user permission to manage all tickets for the service tab in the AntMyERP mobile app, follow these steps:
Accessing Settings: Log in to your AntMyERP account and navigate to the “Settings” section.
Managing Users and Roles: In the “Settings” menu, look for the “Users and Roles” option and click on it. This is where you can configure user permissions.
User Search: Inside the “Users and Roles” section, you’ll find a search bar. Enter the name or username of the user you want to grant permission to and hit the “Search” button.
Editing User Details: Once you’ve located the user in the search results, click on their name to access their user profile.
Ticket Management Permissions: Look for the specific permission related to managing all tickets for the service tab. It might be labeled as “Manage Service Tickets” or something similar.
Enabling Permission: Toggle the switch or checkbox to enable the “Manage All Tickets for Service Tab” permission for this user.
Saving Changes: After enabling the permission, make sure to locate the “Save” or “Apply” button on the user’s profile page. Click on this button to save the changes you’ve made to the user’s permissions.
Confirmation: You should see a confirmation message indicating that the user now has permission to manage all tickets for the service tab in the AntMyERP mobile app.
How to Update Your Password in AntMyERP When Not Receiving the Reset Password Email?
If you’re not receiving the reset password link from the “Forgot Password” feature in AntMyERP, you can manually update your password by following these steps:
Accessing User Settings: Log in to your AntMyERP account. Navigate to the “Settings” section.
Managing Users and Roles: Within the “Settings” menu, locate and select “Users and Roles.” Selecting User Profile: Find and select the user profile for which you want to update the password.
Editing User Details: Look for the “Edit” or “Update” action and click on it.
Updating Password: In the user’s profile, locate the “Password” field. Enter your desired new password in this field.
Saving Changes: Scroll down or locate the “Save” button on the page. Click on “Save” to apply the new password to your account. Please note that this manual password update process doesn’t involve receiving an email. Instead, you directly set a new password for your AntMyERP account within the user profile settings.
Important: If you’re expecting to receive a reset password link via email, please ensure that you’ve completed the following steps:
Enable Active Mail: Access the “Settings” section in AntMyERP. Look for an option related to “Active Mail” or “Email Notifications.” Make sure this option is enabled.
Configure SMTP Details: In the same “Settings” section, find the option to configure SMTP (Simple Mail Transfer Protocol) details. Enter the required email server settings (SMTP server, port, credentials, etc.). This step is crucial to enable AntMyERP to send email notifications, including the reset password link.
How to Allow Users to Display All Service Tab Data in AntMyERP?
To grant users permission to display all data in the Service Tab of AntMyERP, follow these steps:
Accessing User Settings: Log in to your AntMyERP account. Navigate to the “Settings” section.
Managing Users and Roles: Within the “Settings” menu, locate and select “Users and Roles.”
Selecting User Profile: Find and select the user profile for which you want to allow the display of all Service Tab data.
Editing User Permissions: Look for the “Edit” or “Update” action and click on it. Managing Permissions: In the user’s profile, find the section related to “Permissions” or “Access Rights.”
Allowing Service Tab Access: Locate the permission related to accessing the Service Tab data.
It might be labeled as “Display Service Tab” or something similar. Enable the checkbox or switch associated with this permission to allow the user to view all data in the Service Tab.
Saving Changes: Scroll down or locate the “Save” button on the page. Click on “Save” to apply the permission changes to the user’s account.
Configuring User Permissions to Restrict Viewing of Self-Created Purchase Orders in AntMyERP
User permission for Self created PO – so he can able to view only self-created. If we need the overall PO to display give permission self-created PO as deny.
Why is the user Unable to view PO in AntMyERP?
To configure user permissions to restrict viewing of self-created purchase orders (POs) while denying access to overall POs in AntMyERP, follow these steps:
Accessing User Settings: Log in to your AntMyERP account. Navigate to the “Settings” section.
Managing Users and Roles: Within the “Settings” menu, locate and select “Users and Roles.”
Selecting User Profile: Find and select the user profile for which you want to configure PO access.
Editing User Permissions: Look for the “Edit” or “Update” action and click on it. Managing Permissions: In the user’s profile, find the section related to “Permissions”.
Allowing Self-Created PO Access: Find the permission related to accessing self-created purchase orders. It might be labeled as “Self-Created Purchase Orders” Enable (check) the checkbox to allow access to self-created POs.
Saving Changes: Scroll down or locate the “Save” button on the page. Click on “Save” to apply the permission changes to the user’s account.
Troubleshooting: Unable to View Total Service Analysis Report in AntMyERP
Check User Permissions: Log in to your AntMyERP account with administrative privileges. Navigate to “Settings” and then “Users and Roles.” Locate the user’s profile and verify that they have been granted the necessary permission to access the Total Service Analysis report. Make sure the appropriate checkbox is enabled for this permission.Total Service Report Permission name.
How to setup permission in AntMyERP?
Setting up user permissions in AntMyERP involves several steps to ensure that users or groups have the appropriate access rights within the system. Here’s a general guide on how to set up permissions:
Accessing User Settings: Log in to your AntMyERP account as an administrator or user with appropriate permissions. Navigate to the “Settings” section in the AntMyERP dashboard.
Managing Users and Roles: Within the “Settings” menu, locate and select “Users and Roles.”
Searching for Users or Groups: Use the search functionality to find the specific user or group for which you want to set up permissions. Click on the user or group name to access their profile.
Editing User or Group Permissions: Look for the “Edit” or “Update” action and click on it to modify the user or group’s settings.
Managing Permissions: In the user or group profile, locate the section related to “Permissions” or “Access Rights.”
Granting Required Permissions: In the permissions section, you will find a list of different access rights or actions that can be allowed or denied. Enable (check) the checkboxes or switches for the specific permissions you want to grant to the user or group. These permissions could include viewing certain modules, creating, editing, or deleting records, generating reports, and more.
Denying Unwanted Permissions (Optional): If you want to deny certain permissions, you can disable (uncheck) the checkboxes or switches for those actions.
Saving Changes: Scroll down or locate the “Save” button on the page. Click on “Save” to apply the permission changes to the user or group’s account.
Testing and Verification: After saving the changes, have the user or group member log in to AntMyERP and verify that they have the expected access based on the granted permissions.
How to Grant User Permission to Create Brand Names in AntMyERP.
To grant a user or group permission to create brand names in AntMyERP, follow these steps:
Accessing User Settings: Log in to your AntMyERP account as an administrator or user with appropriate permissions. Navigate to the “Settings” section in the AntMyERP dashboard.
Managing Users and Roles: Within the “Settings” menu, locate and select “Users and Roles.”
Searching for Users or Groups: Use the search functionality to find the specific user or group for which you want to set up permissions. Click on the user or group name to access their profile.
Editing User or Group Permissions: Look for the “Edit” or “Update” action and click on it to modify the user or group’s settings.
Managing Permissions: In the user or group profile, locate the section related to “Permissions” or “Access Rights.”
Granting Brand Creation Permission: In the permissions section, look for the permission related to managing or creating brand names. It might be labeled as “Manage Brands” or something similar. Enable (check) the checkbox or switch for this permission to allow the user or group to create brand names.
Saving Changes: Scroll down or locate the “Save” button on the page. Click on “Save” to apply the permission changes to the user or group’s account.
Testing and Verification: After saving the changes, have the user or group member log in to AntMyERP and verify that they can now create brand names based on the granted permission.
Unable to see contact info in AntMyERP?
If you’re unable to see contact information in AntMyERP, you might need to adjust user permissions. Here’s a step-by-step guide to troubleshoot and resolve the issue:
Accessing User Settings: Log in to your AntMyERP account as an administrator or user with appropriate permissions. Navigate to the “Settings” section in the AntMyERP dashboard.
Managing Users and Roles: Within the “Settings” menu, locate and select “Users and Roles.” Searching for Users or Groups: Use the search functionality to find the specific user or group for which you want to adjust permissions. Click on the user or group name to access their profile.
Editing User or Group Permissions: Look for the “Edit” or “Update” action and click on it to modify the user or group’s settings.
Managing Permissions: In the user or group profile, locate the section related to “Permissions”.
Granting Client Company Permission: In the permissions section, look for the permission related to accessing client company information. It might be labeled as “Access Client Company” or something similar. Enable (check) the checkbox or switch for this permission to allow the user or group to view contact information.
Saving Changes: Scroll down or locate the “Save” button on the page. Click on “Save” to apply the permission changes to the user or group’s account.
Testing and Verification: After saving the changes, have the user or group member log in to AntMyERP and verify that they can now see contact information based on the granted permission.
Why is Stock at Office and Stock at Client Not Displayed in the AntMyERP Inventory?
If the stock at the office and stock at the client is not showing in the inventory in AntMyERP and the user does not have permission to view stock, you may need to adjust the user’s permissions. Here’s how you can do it:
Accessing User Settings: Log in to your AntMyERP account as an administrator or user with appropriate permissions. Navigate to the “Settings” section in the AntMyERP dashboard.
Managing Users and Roles: Within the “Settings” menu, locate and select “Users and Roles.”
Searching for the User: Use the search functionality to find the specific user for whom you want to adjust permissions. Click on the user’s name to access their profile.
Editing User Permissions: Look for the “Edit” or “Update” action and click on it to modify the user’s settings.
Managing Permissions: In the user’s profile, locate the section related to “Permissions” or “Access Rights.”
Stock Viewing Permission: Find the permission related to viewing stock information. It might be labeled as “Manage Stock” Enable (check) the checkbox or switch for this permission to allow the user to view stock data.
Saving Changes: Scroll down or locate the “Save” button on the page. Click on “Save” to apply the permission changes to the user’s account.
My portal is disabled. How do I enable it in AntMyERP?
Contact Technical Support: Reach out to AntMyERP’s technical support team using the contact information provided by them. This could be a phone number, email address, or support ticket system.
Can I set a password for the client portal ? If yes, how do I do it in AntMyERP?
Authentication and Security Settings: Log in to your AntMyERP account as an administrator. Access the “Settings” section or any area related to security and authentication.
User Registration and Authentication: Look for options related to user registration, authentication, or portal access. If available, you might find settings to enable user registration, set password requirements, and manage user authentication methods.
Configuring User Permissions for Adding Opening Stock in AntMyERP
Login to AntMyERP: Log in to your AntMyERP account using your administrator credentials.
Access User and Roles Settings: From the left menu, navigate to “Setting” and then “User and Roles.”
Select User: Use the search functionality to locate and select the specific user for whom you want to configure permissions.
Edit User: After selecting the user, access the user’s details or profile. There should be an “Edit” action available.
Permission Tab: Within the user’s profile, navigate to the “Permission” tab. This is where you can manage the user’s permissions for different actions and functionalities.
Search for Manage Stock Permission: In the “Permission” tab, search for the specific permission related to “Manage Stock”.
Allow Permission: Once you’ve located the “Manage Stock” permission, enable or allow this permission for the user. This will grant the user the ability to manage stock-related actions.
Save Changes: After enabling the “Manage Stock” permission, make sure to save the changes to the user’s profile.
How do I access the Total Lead Analysis Report in AntMyERP?
Q1: How do I access the Total Lead Analysis Report in AntMyERP?
A: To access the Total Lead Analysis Report in AntMyERP, follow these steps:
Log in to your AntMyERP account.
Navigate to CRM the “CRM Reports”.
Look for the “Total Lead Analysis Report” option and click on it to view the report.
Q2: Why is the Total Lead Analysis Report not visible in my user login?
Permissions: Ensure that your user role has the necessary permissions to access the “Total Lead Analysis Report.” Check the group permissions and make sure the required permission is enabled.
Configuration: Verify that the report feature is enabled and properly configured in your AntMyERP instance.
Q3: How do I check and modify permissions for the Total Lead Analysis Report?
A: To check and modify permissions for the Total Lead Analysis Report, follow these steps:
Log in to your AntMyERP account with administrative privileges. Navigate to “Settings” > “User and Roles” > “Groups.”
Locate the group your user belongs to and click on “Edit” for that group. In the group settings, go to the “Permissions” section.
Look for the permission related to “Manage Total Lead Analysis Report” and ensure it is enabled. Save your changes.
Unable to Log In Despite Active Account Status in AntMyERP
If you’re facing login issues despite having an active account, consider the following steps:
Q1: What could be causing the login problem even though my account is marked as active?
A: There could be several reasons for this issue:
Password Issue: Your current password might be incorrect or expired.
Account Lockout: Multiple unsuccessful login attempts may have led to an account lockout.
Q2: How can I resolve the login issue?
A: We recommend taking the following steps to resolve the login problem:
Contact Super Admin: Reach out to your AntMyERP super admin and inform them about the login issue you’re facing.
Password Reset: Request the super admin to reset your account password.
Confirmation: Ensure that the new password is communicated to you securely.
Q3: Why is it suggested to contact the super admin?
A: The super admin has the necessary permissions to reset passwords and perform administrative tasks within AntMyERP. They can help troubleshoot and resolve login issues effectively.
Q4: Can I attempt any troubleshooting before contacting the super admin?
A: If you’re confident that your password is correct, you might want to try the following steps before reaching out to the super admin: Clear your browser cache and cookies. Verify that your keyboard’s caps lock is not inadvertently turned on.
How do I access Bundle Product Management in AntMyERP?
Log in to AntMyERP with your administrator credentials.
Navigate to the left menu and click on “Settings.” Under “Settings,” select “User and Roles.”
Search for the user you want to assign bundle product rights to by entering their username or email in the search field.
Once you find the user in the search results, click on the action button and select “Edit.”
In the user’s profile page, go to the “General” section. Click on the “Permissions” tab.
Use the Ctrl + F keyboard shortcut to open the find function and search for “Manage Inventory Product.”
Locate the “Manage Inventory Product” permission in the list.
Enable or grant the necessary permission related to adding bundle products in the system for this user.
Save the changes to update the user’s permissions.
How do I access to view Ticket Tab in AntMyERP?
It seems like you’re looking for instructions on how to assign View Ticket rights to a user in AntMyERP. Based on your description, here are step-by-step instructions for assigning the necessary permissions to a user:
Method 1: Assigning View Ticket Rights via User and Roles Log in to AntMyERP with your administrator credentials.
Navigate to the left menu and click on “Settings.” Under “Settings,” select “User and Roles.”
Search for the user you want to assign View Ticket rights to by entering their username or email in the search field.
Once you find the user in the search results, click on the action button and select “Edit.” In the user’s profile page, go to the “General” section. Click on the “Permissions” tab.
Use the Ctrl + F keyboard shortcut to open the find function and search for “Manage Crm Activity” Locate the “Manage Crm Activity” permission in the list.
Enable or grant the necessary permission related to View Ticket in the system for this user. Save the changes to update the user’s permissions.
How do I access to create Purchase order in AntMyERP?
It seems like you’re looking for instructions on how to create Purchase order rights to a user in AntMyERP. Based on your description, here are step-by-step instructions for assigning the necessary permissions to a user:
Method 1: Assigning create Purchase order Rights via User and Roles Log in to AntMyERP with your administrator credentials.
Navigate to the left menu and click on “Settings.” Under “Settings,”select “User and Roles.”
Search for the user you want to assign View Ticket rights to by entering their username or email in the search field. Once you find the user in the search results, click on the action button and select “Edit.”
In the user’s profile page, go to the “General” section.
Click on the “Permissions” tab. Use the Ctrl + F keyboard shortcut to open the find function and search for “Create PO” Locate the “Create PO” permission in the list.
Enable or grant the necessary permission related to Create Purchase Order in the system for this user. Save the changes to update the user’s permissions.”
How do I access to create industry and subindustry in AntMyERP?
“It seems like you’re looking for instructions on how to create Industry and Sub Industry rights to a user in AntMyERP. Based on your description, here are step-by-step instructions for assigning the necessary permissions to a user:
Method 1: Assigning create Industry and Sub Industry Rights via User and Roles Log in to AntMyERP with your administrator credentials. Navigate to the left menu and click on “Settings.” Under “Settings,” select “User and Roles.”
Search for the user you want to assign View Ticket rights to by entering their username or email in the search field. Once you find the user in the search results, click on the action button and select “Edit.”
In the user’s profile page, go to the “General” section. Click on the “Permissions” tab.
Use the Ctrl + F keyboard shortcut to open the find function and search for “Manage Industry, Manage SubIndustry” Locate the “Manage Industry, Manage SubIndustry” permission in the list.
Enable or grant the necessary permission related to create Industry and Sub Industry in the system for this user. Save the changes to update the user’s permissions.”
How to Activate a User Account in AntMyERP?
Log in to AntMyERP with your administrator credentials.
Navigate to the “Settings” section. Select “User and Roles.”
Search for the user account that you want to activate by entering their username or email in the search field.
Once you find the user in the search results, click on the action button and select “Edit.”
In the user’s profile page, locate the “General” section.
Find the “Status” field and select “Active”.
You may need to fill in additional information, such as a password for the user or any other required details. Confirm any changes you’ve made and save the user profile.
Now, the user account should be activated, and the user will be able to log in to the AntMyERP portal using their username and password.
Why Employee Name Is Not Showing When Creating an Invoice in AntMyERP?
Why is the employee name not appearing in the ‘Invoice Creator’ field during Tax Invoice creation in AntMyERP?
A: The absence of an employee name in the ‘Invoice Creator’ field during Tax Invoice creation in AntMyERP could be attributed to below factors. If you’re encountering this issue, consider the following steps to troubleshoot and resolve it:
Inactive User Status: Check if the user associated with the missing employee name has an “Inactive” status. Inactive users may not be available for selection in various fields. To reactivate the user, follow these steps:
Access the “User and Roles” section.
Locate the user by searching for their username.
Edit the user’s profile.
In the “General” section, change the user’s status to “Active.”
Save the changes.
How do I access to Edit Sales order in AntMyERP ?
It seems like you’re looking for instructions on how to Edit Sales Order rights to a user in AntMyERP. Based on your description, here are step-by-step instructions for assigning the necessary permissions to a user:
Method 1: Assigning Edit Sales Order Rights via User and Roles Log in to AntMyERP with your administrator credentials.
Navigate to the left menu and click on “Settings.”
Under “Settings,” select “User and Roles.”
Search for the user you want to assign View Ticket rights to by entering their username or email in the search field.
Once you find the user in the search results, click on the action button and select “Edit.”
In the user’s profile page, go to the “General” section. Click on the “Permissions” tab.
Use the Ctrl + F keyboard shortcut to open the find function and search for “Manage Edit Sales Order” .
Locate the “Manage Edit Sales Order” permission in the list.
Enable or grant the necessary permission related to Edit Sales Order in the system for this user.
Save the changes to update the user’s permissions.
How do I access to Manange column in AntMyERP?
It seems like you’re looking for instructions on Manage Column rights to a user in AntMyERP. Based on your description, here are step-by-step instructions for assigning the necessary permissions to a user:
Method 1: Assigning Manage Column Rights via User and Roles Log in to AntMyERP with your administrator credentials. Navigate to the left menu and click on “Settings.”
Under “Settings,” select “User and Roles.” Search for the user you want to assign View Ticket rights to by entering their username or email in the search field.
Once you find the user in the search results, click on the action button and select “Edit.”
In the user’s profile page, go to the “General” section. Click on the “Permissions” tab.
Use the Ctrl + F keyboard shortcut to open the find function and search for “Manage Column – Manage Data Column, Manage User Data Column, Manage Create Data Column, Manage Data Column Reset”.
Locate the “Manage Column” permission in the list.
Enable or grant the necessary permission related to View Ticket in the system for this user. Save the changes to update the user’s permissions.
I am unable to add a new geographical location in AntMyERP. How can I resolve this issue?
It seems like you’re looking for instructions on how to add a new geographical location rights to a user in AntMyERP. Based on your description, here are step-by-step instructions for assigning the necessary permissions to a user:
Method 1: Assigning to add a new geographical location Rights via User and Roles Log in to AntMyERP with your administrator credentials. Navigate to the left menu and click on “Settings.”
Under “Settings,” select “User and Roles.” Search for the user you want to assign View Ticket rights to by entering their username or email in the search field. Once you find the user in the search results, click on the action button and select “Edit.”
In the user’s profile page, go to the “General” section. Click on the “Permissions” tab. Use the Ctrl + F keyboard shortcut to open the find function and search for “Add a new Geographical location”.
Locate the “Manage County/District/Tehsil/City/state/ City with grade” permission in the list.
Enable or grant the necessary permission related to add a new geographical location in the system for this user.
Save the changes to update the user’s permissions.
How do I access to view Sundry Creditor in AntMyERP?
It seems like you’re looking for instructions to view Sundry Creditor rights to a user in AntMyERP. Based on your description, here are step-by-step instructions for assigning the necessary permissions to a user:
Method 1: Assigning to view Sundry Creditor Rights via User and Roles Log in to AntMyERP with your administrator credentials. Navigate to the left menu and click on “Settings.”
Under “Settings,” select “User and Roles.” Search for the user you want to assign View Ticket rights to by entering their username or email in the search field.
Once you find the user in the search results, click on the action button and select “Edit.”
In the user’s profile page, go to the “General” section. Click on the “Permissions” tab. Use the Ctrl + F keyboard shortcut to open the find function and search for “Manage Account and Manage Sundry Creditors”.
Locate the ” Manage Account and Manage Sundry Creditors” permission in the list. Enable or grant the necessary permission related to to view Sundry Creditor in the system for this user.
Save the changes to update the user’s permissions.
How do I access to Allow Marking Back dated attendance in AntMyERP?
It seems like you’re looking for instructions Allow Marking Back dated attendance rights to a user in AntMyERP. Based on your description, here are step-by-step instructions for assigning the necessary permissions to a user:
Method 1: Assigning Allow Marking Back dated attendance via User and Roles Log in to AntMyERP with your administrator credentials. Navigate to the left menu and click on “Settings.”
Under “Settings,” select “User and Roles.” Search for the user you want to assign View Ticket rights to by entering their username or email in the search field.
Once you find the user in the search results, click on the action button and select “Edit.” In the user’s profile page, go to the “General” section.
Click on the “Permissions” tab. Use the Ctrl + F keyboard shortcut to open the find function and search for “Add Backdated Attendances”.
Locate the ” Add Backdated Attendances” permission in the list. Enable or grant the necessary permission related to to view Sundry Creditor in the system for this user.
Save the changes to update the user’s permissions.
How Do I View the Current Employee Database in the “Current Team” Tab of AntMyERP?
To view the current employee database in the “Current Team” tab of AntMyERP, follow these steps:
Login and Navigate to Settings:
Log in to your AntMyERP account. From the left menu, click on “Settings.”
Access Organization Profile:
In the settings section, you might find another left menu. Click on it. Click on the first icon labeled “Organization Profile.”
Company Setup:
In the Organization Profile, look for the “Company Setup” section. Click on the “Actions” button and select “Edit.”
Navigate to Basic Settings:
After clicking “Edit,” you’ll be taken to the editing interface. Look for the “Basic Settings” section and click on it.
Open Team Section:
In the Basic Settings, navigate to the sixth tab labeled “Team.” Click on the “Team” tab to access employee-related information.
View Current Team Tab:
Once you’re in the “Team” section, you’ll see a tab labeled “Current Team.”
Click on the “Current Team” tab to view the present employee database.
Employee Data Display:
In the “Current Team” tab, you’ll find a list of present employees along with their relevant details.
The displayed information may include the person’s name, designation, department, branch, official email ID, employee type, and more.
How do I access to view Total Lead TAT Report in AntMyERP?
It seems like you’re looking for Total Lead TAT Report rights to a user in AntMyERP. Based on your description, here are step-by-step instructions for assigning the necessary permissions to a user:
Method 1: Assigning Allow Total Lead TAT Report via User and Roles Log in to AntMyERP with your administrator credentials. Navigate to the left menu and click on “Settings.”
Under “Settings,” select “User and Roles.” Search for the user you want to view Total Lead TAT Report rights to by entering their username or email in the search field.
Once you find the user in the search results, click on the action button and select “Edit.” In the user’s profile page, go to the “General” section.
Click on the “Permissions” tab. Use the Ctrl + F keyboard shortcut to open the find function and search for “Manage Total Lead TAT Report” Locate the “Manage Total Lead TAT Report” permission in the list.
Enable or grant the necessary permission related to to view Total Lead TAT Report in the system for this user. Save the changes to update the user’s permissions.
How do I access to profile editing permission in AntMyERP?
It seems like you’re looking for Profile Edit rights to a user in AntMyERP. Based on your description, here are step-by-step instructions for assigning the necessary permissions to a user:
Method 1: Assigning Allow Profile Edit via User and Roles Log in to AntMyERP with your administrator credentials. Navigate to the left menu and click on “Settings.” Under “Settings,” select “User and Roles.”
Search for the user you want to Profile Edit rights to by entering their username or email in the search field.
Once you find the user in the search results, click on the action button and select “Edit.”
In the user’s profile page, go to the “General” section. Click on the “Permissions” tab. Use the Ctrl + F keyboard shortcut to open the find function and search for “Profile Edit”.
Locate the “Profile Edit” permission in the list. Enable or grant the necessary permission related to Profile Edit in the system for this user. Save the changes to update the user’s permissions.
How do I access to Service Tab in Engineer’s mobile app of AntMyERP?
It seems like you’re looking for View Service Menu rights to a user in AntMyERP Mobile App. Based on your description, here are step-by-step instructions for assigning the necessary permissions to a user:
Method 1: Assigning Allow View Service Menu rights to a user in AntMyERP Mobile App via User and Roles Log in to AntMyERP with your administrator credentials.
Navigate to the left menu and click on “Settings.” Under “Settings,” select “User and Roles.”
Search for the user you want to Profile Edit rights to by entering their username or email in the search field.
Once you find the user in the search results, click on the action button and select “Edit.”
In the user’s profile page, go to the “General” section.
Click on the “Permissions” tab. Use the Ctrl + F keyboard shortcut to open the find function and search for “Manage all Tickets” Locate the “Manage all Tickets” permission in the list.
Enable or grant the necessary permission related to View Service Menu rights to a user in AntMyERP Mobile App.
Save the changes to update the user’s permissions.
Why Employee User Id Shows 0 in Team and how to Correct the same in AntMyERP?
If you encounter an issue where an employee’s User ID is displayed as “0” in AntMyERP’s Team section, you can correct this by following these steps:
Access Super Admin Section: Log in to your AntMyERP account. Navigate to the “Super Admin” section.
Edit Employee Details: Inside the Super Admin section, find the “Setting” option and click on it. In the “Setting” area, locate and click on “Team” to access the list of team members.
Search for the Employee: Use the search functionality to find the employee whose User ID is displayed as “0.”
Edit Employee Information: Once you find the employee’s entry, click on the “Edit” option to modify their information.
Create User Account: In the edit interface, look for an option to “Create User” or something similar. Click on this option to initiate the process of creating a user account for the employee.
Tick and Save: In the user creation form, you might need to provide various details such as username, password, and access permissions. Ensure that you provide the necessary information and tick the appropriate options based on the employee’s role and responsibilities.
Save Changes: After providing the required details and making selections, click the “Save” button to create the user account for the employee.
By following these steps, you will have corrected the issue of the Employee User ID being displayed as “0” in AntMyERP’s Team section.
Creating a user account for the employee and associating them with the correct user credentials should update their User ID appropriately.
