|
xTuple QuickStart Wizard Product Guide |
|
|
xTuple QuickStart Wizard Product Guide |
| 3. User Setup | ||
|---|---|---|
 | Chapter 2. Basic Setup |  |
Enter Departments (Commercial Edition)The master list of departments is used throughout the application including during the creation of operations and reports.
Select to create departments to be used for reporting and operations.
Enter Shift (Commercial Edition)The master list of shifts is used for informational purposes.
Enter shifts to be used as reference (e.g., day, swing, graveyard).
Enter User RolesThe Maintain Roles section enables system administrators to create common groups of user privileges. Then, when new users are added, the users can be assigned to the user role they should belong to. Having user roles simplifies the process of adding new users into the system.
Determine the types of roles used in your organization (e.g., accounts payable, buyer, scheduler, etc.).
Select to create a role, identify module, and add the appropriate privileges to the role.
Create EmployeesEmployees are people who work for your company. An employee may or may not be an xTuple ERP system user.
Enter contact information.
Add image.
Select employee details, such as department and shift (commercial edition).
Enter employee compensation.
Enter UsersThe Maintain Users section enables system administrators to set up and maintain user accounts, passwords, and associated application privileges. This section can only be accessed by users who have been granted the MaintainUsers system privilege—a privilege typically reserved for system administrators.
Enter user name, e-mail, password.
Select appropriate checkbox options (e.g., purchasing agent, can create system users, may only use shop floor workbench, etc.).
Assigning a role to a user will automatically assign privileges associated with that role.
Add any additional privileges not already assigned via user roles.
Commercial editions allow for multiple sites—and users may be assigned to specific sites.
By default, all xTuple ERP user records are integrated with the user records on the PostgreSQL server instance where the xTuple ERP database is running. This integration makes for flexible system administration. We recommend that you restrict access to this section to a limited number of people.
| |  | |
| 2. Basic Setup |  | Chapter 3. Accounting |