Merge pull request #8269 from rohitwaghchaure/v8_documentation

[Documentation] Added for custom roles for page and report, fixed some broken images
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Nabin Hait 2017-03-31 18:04:44 +05:30 committed by GitHub
commit 85d1c07519
10 changed files with 32 additions and 1 deletions

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@ -27,7 +27,7 @@ In ERPNext all Sales and Purchase transactions, like Sales Invoice, Quotation, S
### Customer
You can select one of the existing Customer from the Customer master. If Customer doesn't exist in the Customer master, enter Customer Name in the POS Invoice view itself. On creation of POS Invoice, Customer will be auto-created in the Customer master.
In POS, user can select the existing customer during making an order or create the new customer. This features works in the offline mode also. User can also add the customer details like contact number, address details etc on the form. The customer which has been created from the POS will be synced when the internet connection is active.
<img class="screenshot" alt="POS Customer" src="{{docs_base_url}}/assets/img/accounts/pos-customer.png">
@ -105,4 +105,9 @@ Credits:
To see entries after “Submit”, click on “View Ledger”.
### Email
User can send email from the POS, after submission of an order, user has to click on menu > email
<img class="screenshot" alt="POS Payment" src="{{docs_base_url}}/assets/img/accounts/pos-email.png">
After sync of an order, email sent to the customer with the print of the bill in the attachment
{next}

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adding-users
role-based-permissions
user-permissions
role-permisison-for-page-and-report
sharing

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# Role Permission for Page and Report
In ERPNext, user can make his custom user interface using Page and the custom report using Report Builder or Query Report. ERPNext has role-based-permission system where user can assign roles to the user. And the same role can be assigned to the page and report, to access them.
If user has enabled the developer mode, then they can add the roles directly in the page and report record. But in that case, the permissions will also be reflected in the json file for the page / report.
### For Page
<img alt="Assign roles to the page" class="screenshot" src="{{docs_base_url}}/assets/img/users-and-permissions/roles-for-page.png">
### For Report
<img alt="Assign roles to the report" class="screenshot" src="{{docs_base_url}}/assets/img/users-and-permissions/roles-for-report.png">
## Tool for custom roles assignment
If developer mode is disabled, then user can assign the roles to the page and report, using "Role Permission for Page and Report" page.
To access, goto Setup > Permissions > Role Permission for Page and Report
<img alt="Tools to assign custom roles to the page" class="screenshot" src="{{docs_base_url}}/assets/img/users-and-permissions/role-permission-for-page-and-report.png">
### Reset to defaults
Using "Reset to Default" button, user can remove the custom permissions applied on a page or report. Then default permissions will be applicable on that page or report.
<img alt="Reset the default roles" class="screenshot" src="{{docs_base_url}}/assets/img/users-and-permissions/reset-roles-permisison-for-page-report.png">