User Roles & Permission Setup

Provisioning accounts and configuring role-based security policies.

Setting Up Security

Ensure users have access only to the data necessary for their job responsibilities.

Setup Checklist

• Define custom roles if standard roles do not match job descriptions.
• Set up Role Permission Manager rules for each document type.
• Apply User Permissions to restrict access by Company, Branch, or Warehouse.
• Conduct a security audit prior to launching user access.