How to create new user role in QNE AI Cloud Accountingⓔ

Overview:

The user role purpose defines the specific function or objective a user plays within system. It determines the permissions, responsibilities, and tasks they are allowed or expected to perform.

Scenario:

User want to create different user role for related department or position. For example, sales representative, purchaser and so on. 

Solution:

Expand Account> User roles

By default, system already have these 5 user roles but user can click on the Add button to create new user roles

Key in name for user role

After that click on the user role created to assign permission

Under user role will have 4 different category which control Data access, Report permission, additional features and user account assigned. 

Data Permissions: To give user permission to access data in system 

View: User able to view relative data/ transaction

Create: User able to create new data/ transaction

Update: User able to amend relative data/ transaction

Import: User able to import relative data/ transaction

Export: User able to export relative data/ transaction

Report Permissions: Representative user can view and amend relative report

Feature Permissions: Representative user can view and amend relative features

Members: showing user account that under this user role

After give permission for user role, click on Add Member button to assign this user role to related user account.

For example, if want to create user role for sales representative which can let sales person to issue sales transaction and view sales report but not allow to delete then can tick for all permission except Delete

Account Receivable: Allow sales person to create new customer/ prospect

Sales: Allow sales person to issue and amend sales transaction

Stock: Allow sales person to create new stock, update stock price

Go to Report Permissions, assign view permission for sales report and customer report to view customer aging

After that can add user account for this user role and save.