RockifyERP Knowledge Base
Users and permissions
18 step-by-step RockifyERP guides on users and permissions. Choose a guide to get started.
Guides in this section
- Add users in RockifyERPEvery person who works in RockifyERP needs their own user account.
- Roles and role profilesA role is a job function in RockifyERP, such as Sales User, Stock Manager or Accounts User.
- Role-based permissionsRole permissions decide which documents a role can read, create, edit, submit, cancel, print, email or export in RockifyERP.
- Restrict users to certain records (user permissions)User permissions limit a person to specific records in RockifyERP, such as one company, branch, warehouse or set of customers.
- Permissions by reporting lineIn RockifyERP, managers can automatically see the records of the people who report to them, based on the Reports To field on each employee.
- Field-level permissionsField-level permissions hide or lock sensitive fields, such as cost price or salary, from roles that shouldn't see them in RockifyERP.
- Report and page permissionsYou can choose which roles can open each report or special page in RockifyERP, such as the Profit and Loss report.
- Control who can export and printExporting to Excel and printing can expose sensitive data.
- Share a document with a colleagueSharing gives one person access to one specific record in RockifyERP, even if their role normally wouldn't allow it.
- Change a password in RockifyERPYou can change your own password at any time.
- Disable a userWhen someone leaves, disable their RockifyERP user straight away.
- Change a user's email addressIf someone's email address changes, rename their user in RockifyERP so their history moves with them.
- Two-factor authenticationTwo-factor authentication (2FA) asks for a one-time code as well as a password, protecting RockifyERP accounts even if a password leaks.
- System users and website usersRockifyERP has two kinds of users.
- Email signaturesAdd a signature to emails you send from RockifyERP so customers always see your contact details.
- Access logThe access log in RockifyERP records who viewed, printed or exported sensitive documents and reports.
- Restrict items, customers and suppliers by companyIf you run several companies in RockifyERP, you can make sure each one only uses its own items, customers and suppliers.
- Fix Not permitted errorsA Not permitted or Insufficient permission message in RockifyERP means your roles don't allow that action on that record.
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