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Users & roles

This page shows you how to give your colleagues access to Zinye ERP and control what each person can do.

Add a user

Section titled “Add a user”
  1. In the search bar, type User and open the User list.
  2. Click + Add (or New).
  3. Enter the person’s email address and name.
  4. Save. Zinye ERP sends them an email to set their password and log in.

Roles control what people can do

Section titled “Roles control what people can do”

A role is a job label — like Accounts Manager, Sales User, or Stock User — and each role grants access to certain parts of the app. You give a person access by assigning them one or more roles on their User record.

  1. Open the person’s User record.
  2. In the Roles section, tick the roles they should have.
  3. Save.

Permissions

Section titled “Permissions”

Roles are the everyday tool, but Zinye ERP can go finer — limiting people to certain records (for example only their own territory’s customers). That’s set up under Role Permissions, and is usually something an administrator configures once. If you need this, contact support for a hand.

Section titled “Related”