The System Manager has the ability to add users to the system.

There are two main types of users:

• Website users:These are individuals such as Customers, Suppliers, Students, etc. who are granted access only to the portal and are not given access to any modules.
• System Users:This refers to individuals who use StrideERP within the company and have access to different modules, company data, and other related information.

1. Pre-requisite

No Pre-requisite required

2. How to Create a New User

To Create a New User, go to:

Admin > User > New User

3. Features

3.1 Setting Roles

Once you save the document, you will be presented with a list of roles and corresponding checkboxes. Simply select the roles that you want the user to have and save the document. These roles come with predetermined permissions.

3.2 More Information

It is possible to add additional information about the user from this section.

• Gender
• Phone
• Mobile No
• Birth Date
• Location
• Interests
• Bio
• Banner Image

Selecting the 'Mute Sounds' option will silence any sounds played when interacting with documents. The user may have to reload the settings for the changes to take effect.

3.3 Change Password

• Set New Password: If a user needs to change their password, a System Manager can set a new password for them.
• Send Password Update Notification:An email notification can be sent to the user informing them that their password has been changed.
• Log out from all devices while changing Password:When changing a user's password, this feature logs them out of all their devices, including PCs and mobile devices where they might be logged in.

3.4 Document Follow

This option allows you to track different documents in the StrideERP system and receive email notifications whenever they are updated.

3.5 Email Settings

• Send Notifications for Email threads: You'll receive email notifications for conversations related to document types like Opportunities.
• Send Me A Copy of Outgoing Emails: You'll receive a copy of the emails you send, which can be helpful for keeping track of them.
• Allowed In Mentions:Your name can be mentioned in thread conversations using '@'.
• Email Signature: You can set a default signature for all outgoing emails, separate from the footer which is set in the Company master.

3.6 Email Inbox

This section allows you to add the user to various mailing lists of your company. You can do this by adding a new row and selecting the mailing list you want to assign the user to. Examples of mailing lists could be jobs, support, sales, and so on.

3.7 Allow Module Access

Users can access modules based on their assigned roles. If you want to limit a user's access to certain modules, you can uncheck those modules from the list.

3.7.1 Module Profiles

Role Profiles are a template that allows you to store and select access to multiple modules. You can assign a Role Profile to a user, which gives them access to the selected modules. Role Profiles are helpful for providing access to multiple modules at once when adding multiple users. For example, an HR Role Profile can provide access to HR, Payroll, and other related modules for HR users.

3.8 Security Settings

• Simultaneous Sessions: This setting determines how many simultaneous login sessions a user is allowed to have. You can allow more sessions for multiple users with the same login credentials. This can be globally restricted from System Settings and for cloud accounts, the total number of sessions cannot exceed the subscribed users.
• User Type: If a user has any role other than Customer, Supplier, Patient, or Student, they are automatically classified as a System User. This field cannot be edited.
• Login After, Login Before: You can specify the hours during which the user should have access to the system, such as during office hours or weekends. For instance, if the office is open from 10 am to 6 pm, set the Login After and Login Before times as 10:00 and 18:00 respectively.
• Restrict IP:This setting restricts a user's login to specific IP addresses. This can be used to limit access to office computers, for example. Multiple IPs can be added by separating them with commas.

This section also shows other details like Last Login, Last IP, and Last Active time for the user.

3.9 Third Party Authentication

This feature allows users to log in using their Facebook, Google, or GitHub accounts. To use this feature, you need to sign up for a developer account with the corresponding platform and create an app on their console. You will then need to specify the app's name, originating URL, and callback URL. Finally, you will need to copy the client ID and client secret information to enable this feature.

3.10 API Access

This section allows you to create secret keys for your API by clicking on the "Generate Keys" button. These keys can be used to access your account's data from other applications, such as an offline point-of-sale system.

3.11 After saving

After saving a user, these buttons will be seen on the dashboard area of the User master.

Permissions

• Set User Permissions: Clicking this option will redirect you to the 'User Permissions' page of a particular user, where you can limit their access to certain documents.
• View Permitted Documents:Clicking this option will take you to a report named 'Permitted Documents For User,' which shows the list of documents accessible to a user. For example, if you select Sales Orders, the report will display a list of Sales Orders accessible to that user.

Password

Reset Password: Sends an email to the user's email account with instructions on how to reset their password.

Reset OTP Secret: Resets the OTP Secret for the user, which is used to log in via Two Factor Authentication

4. Login Methods

If you enable the 'Allow Login using Mobile No' option in the Security section of System Settings, users can log in using their mobile number in addition to their user ID. However, the mobile number will not be treated as a user ID even though it will be unique.

After adding these details, save the user.