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"_label": "Setting up Users, Roles and Permissions"
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}
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---
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ERPNext has a role-based permission system, which means that you can assign Roles to Users and permissions on Roles.
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ERPNext has a role-based permission system, which means that you can assign Roles to Users, and permissions on Roles.
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## Users (Profile)
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@ -20,11 +20,11 @@ To add a new user, click on “Add” button and enter the user’s
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- Last Name
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- Password
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An invitation email will will be sent to the user with the login details.
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An invitation email will be sent to the user with the login details.
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#### Setting Roles
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ERPNext comes with a bunch of predefined roles. Each role comes with predefined permissions. See the Preset Permission Chart to find out what permission each roles comes with.
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ERPNext comes with a bunch of predefined roles. Each role comes with predefined permissions. See the Preset Permission Chart to find out what permission each role comes with.
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After creating the User, you can add / remove Roles for that User by clicking on “Roles” button. To find out what permission each role has, click on the “?” sign next to the Role.
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@ -64,7 +64,7 @@ When you select a document type from the drop-down. You will see the rules that
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To add a new rule, click on “Add a New Rule” button and a pop-up box will ask you to select a Role and a Permission Level. Once you select this and click on “Add”, this will add a new row to your rules table.
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To edit rules, just check or uncheck the boxes relating the the permission level and Role and click on “Update”.
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To edit rules, just check or uncheck the boxes stating the permission level and Role and click on “Update”.
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To delete a rule, just uncheck all the boxes of the row and click on “Update”
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