Users and permissions · Guide 17 of 624

Add users in RockifyERP

Every person who works in RockifyERP needs their own user account. Their roles decide what they can see and do.

How to do it in RockifyERP

  1. Go to Users › User and click + Add User.
  2. Enter their Email, First Name and Last Name.
  3. Click Save. RockifyERP emails them a link to set their password.
  4. Open the Roles section and tick the roles they need, or choose a Role Profile.
  5. Click Save again.

Tip: For employees, you can also create the user from their employee record with Create User, which links the two.

Need more help with RockifyERP?

Can’t find what you’re looking for? The RockifyERP support team can walk you through it. Contact RockifyERP support.

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