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subuser [2025/04/21 08:21] – chillhubadminsubuser [2026/07/24 14:07] (current) – chillhubadmin
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 ==== Configure sub-users and roles ==== ==== Configure sub-users and roles ====
-Create multiple sub-user logins under a single account. To enable sub-user logins, go to **User Menu > Subscription** to purchase add-on. +\\ You can create and manage multiple sub-user logins under a single account to delegate tasks and control access. 
-Navigate to the Sub-users configuration dialog by selecting **User Menu > Sub-users**. +\\ To enable sub-user logins, go to **User Menu > Subscription** to purchase the Sub-User Login add-on. 
-  * [[subuser#sub_user_roles|Sub-user roles]] +\\ Once enabled, navigate to **User Menu > Sub-users** to open the sub-user configuration dialog and begin setting up roles, permissions, and access. 
-  * [[subuser#sub_user_role_form|Sub-user role form]]+  * [[subuser#sub-user_roles|Sub-user roles]] 
 +  * [[subuser#sub-user_role_form|Sub-user role form]] 
 +  * [[subuser#sub-users|Sub-users]] 
 +  * [[subuser#sub-user_form|Sub-user form]] 
 === Sub-user roles === === Sub-user roles ===
 \\ {{:subuser:subuser_1.jpg?500|}} \\ {{:subuser:subuser_1.jpg?500|}}
   - The following options are located on the toolbar   - The following options are located on the toolbar
- * {{mdi>magnify?24}} **Search**: Allows you to search for specific data + * {{mdi>magnify}} **Search**: Allows you to search for specific data 
- * {{mdi>refresh?24}} **Refresh**: Updates the current view by reloading the data + * {{mdi>refresh}} **Refresh**: Updates the current view by reloading the data 
- * {{mdi>download?24}} **Export to Excel**: Enables exporting the current view data to an Excel file. + * {{mdi>download}} **Export to Excel**: Enables exporting the current view data to an Excel file. 
- * {{mdi>plus?24}} **New**: Creates a new entry or record in the system.+ * {{mdi>plus}} **New**: Creates a new entry or record in the system.
   - Data Table:   - Data Table:
- * {{mdi>chevron-up?24}}: Expand row data to view more details. (available only in Mobile View) + * {{mdi>chevron-up}}: Expand row data to view more details. (available only in Mobile View) 
- * {{mdi>pencil?24}}: Modify row data details (Mobile View: expand row to access) + * {{mdi>pencil}}: Modify row data details (Mobile View: expand row to access) 
- * {{mdi>delete?24}}: Delete row data (Mobile View: expand row to access)+ * {{mdi>delete}}: Delete row data (Mobile View: expand row to access)
  * **Role Name**: Name of sub-user role (e.g. Manager, Sales, Accountant, etc)  * **Role Name**: Name of sub-user role (e.g. Manager, Sales, Accountant, etc)
 === Sub-user role form === === Sub-user role form ===
 \\ {{:subuser:subuser_3.jpg?500|}} \\ {{:subuser:subuser_3.jpg?500|}}
-* **Permission Level**: +  * **Permission Level**: 
-  * **No Access**: User cannot view or interact with the data/feature/module. +    * **No Access**: User cannot view or interact with the data/feature/module. 
-    * The corresponding page or menu item will be hidden from the user interface. +      * The corresponding page or menu item will be hidden from the user interface. 
-  * **Select-Only**: User can select values from a drop-down list but cannot view underlying details. +    * **Select-Only**: User can select values from a drop-down list but cannot view underlying details. 
-    * Applicable only to data objects that are selectable in other forms.  +      * Applicable only to data objects that are selectable in other forms.  
-    * //A user with **"Select-Only"** permission for Products can select a product in the invoice form, but cannot view or edit product details. A user with **"No Access"** to Products cannot even select products in the form.//   +      * //A user with **"Select-Only"** permission for Products can select a product in the invoice form, but cannot view or edit product details. A user with **"No Access"** to Products cannot even select products in the form.//   
-  * **Read-only**: User can view data and details but cannot make any changes.  +    * **Read-only**: User can view data and details but cannot make any changes.  
-  * **Full-Access**: User has full control, including viewing, editing, creating, and deleting data.  +    * **Full-Access**: User has full control, including viewing, editing, creating, and deleting data.  
-* Sub-user role form fields includes: +  * Sub-user role form fields includes: 
-  * **Role Name**: Name of sub-user role (e.g. Manager, Sales, Accountant, etc) +    * **Role Name**: Name of sub-user role (e.g. Manager, Sales, Accountant, etc) 
-  * **Settings**: +    * **Settings**: 
-    * **Setting**: Permission to manage user settings. +      * **Setting**: Permission to manage user settings. 
-    * **User Profile**: Permission to manage user profile. +      * **User Profile**: Permission to manage user profile. 
-  * **Business Transaction**:  +    * **Business Transaction**:  
-    * **Invoice**: Permission to manage invoices. +      * **Invoice**: Permission to manage invoices. 
-    * **Quotation**: Permission to manage quotation. +        * //Requires at least **Read-only** access to view amounts in schedule.// 
-    * **Sales Order**: Permission to manage sales order. +      * **Quotation**: Permission to manage quotation. 
-    * **Purchase Order**: Permission to manage purchase order. +      * **Sales Order**: Permission to manage sales order. 
-    * **Expense**: Permission to manage expense. +      * **Purchase Order**: Permission to manage purchase order. 
-    * **Scheduling**: Permission to manage the scheduling of tasks or deliveries. +      * **Expense**: Permission to manage expense. 
-    * **Self-billed e-Invoice**: Permission to manage self-billed e-Invoices. +        * **Self-Service**: Permission to create, view, and submit **own expenses only**. Approval access is not allowed. 
-    * **Audit Trail**: Permission to view the audit trail for system activities. +        * **Full Access**: Permission to view, create, edit, approve, reject, cancel, and manage **all expenses**. 
-  * **Dashboard**:  +      * **Scheduling**: Permission to manage the scheduling of tasks or deliveries. 
-    * **Dashboard**: Permission to open the Dashboard page +      * **Self-billed e-Invoice**: Permission to manage self-billed e-Invoices. 
-    * **Dashboard Pending Job**: Permission to view pending job details and complete job at the Dashboard Page. +      * **Job Completion Note**: Permission to manage job completion note from the schedule. 
-    * **Dashboard Sales Data**: Permission to view sales figures, metrics and chart at Dashboard page. +        * //Viewing and signing job completion notes from the schedule requires at least **Read-only** access// 
-    * **Dashboard Financial Data**: Permission to view financial metrics at Dashboard page. +        * //Create job completion notes from the schedule requires **Full Access**// 
-    * **Dashboard Top Products**: Permission to view top selling products ranking at Dashboard page. +    * **Dashboard**:  
-    * **Dashboard Top Services**: Permission to view top selling services ranking at Dashboard page. +      * **Dashboard**: Permission to open the Dashboard page 
-    * **Dashboard Employee Summary**: Permission to view employee summary at Dashboard page. +      * **Dashboard Pending Job**: Permission to view pending job details and to start or complete jobs from the Dashboard page, including updating site photos. 
-    * **Dashboard Team Summary**: Permission to view the team summary at Dashboard page. +      * **Dashboard Sales Data**: Permission to view sales figures, metrics and chart at Dashboard page. 
-  * **Inventory Control**: +      * **Dashboard Financial Data**: Permission to view financial metrics at Dashboard page. 
-    * **Inventory**: Permission to manage inventory and inventory adjustment. +      * **Dashboard Top Products**: Permission to view top selling products ranking at Dashboard page. 
-    * **Ship**: Permission to ship items. +      * **Dashboard Top Services**: Permission to view top selling services ranking at Dashboard page. 
-    * **Replenish**: Permission to replenish items. +      * **Dashboard Employee Summary**: Permission to view employee summary at Dashboard page. 
-  * **Data Management**: +      * **Dashboard Team Summary**: Permission to view the team summary at Dashboard page. 
-    * **Customer**: Permission to manage customers. +    * **Inventory Control**: 
-    * **Supplier**: Permission to manage suppliers. +      * **Inventory**: Permission to manage inventory and inventory adjustment. 
-    * **Pricing**: Permission to manage pricing. +      * **Ship**: Permission to ship items. 
-    * **Industry**: Permission to manage industries. +        * //Viewing and signing delivery notes from the schedule requires at least **Read-only** access// 
-    * **Product**: Permission to manage products. +      * **Replenish**: Permission to replenish items. 
-    * **Product Type**: Permission to manage product types. +    * **Data Management**: 
-    * **Service**: Permission to manage services. +      * **Customer**: Permission to manage customers. 
-    * **Task**: Permission to manage tasks. +      * **Supplier**: Permission to manage suppliers. 
-  * **Accounting and Finance**: +      * **Pricing**: Permission to manage pricing. 
-    * **View Costing**: Permission to view costing information. +      * **Industry**: Permission to manage industries. 
-    * **Chart of Accounts**: Permission to manage chart of accounts. +      * **Product**: Permission to manage products. 
-    * **Journal**: Permission to view journal and add a manual journal entry. +      * **Product Type**: Permission to manage product types. 
-    * **Financial Reports**: Permission to generate financial reports. +      * **Service**: Permission to manage services. 
-    * **Debtor Statements**: Permission to generate debtor statements. +      * **Task**: Permission to manage tasks. 
-    * **Creditor Statements**: Permission to generate creditor statements. +      * **Audit Trail**: Permission to view the audit trail for system activities. 
-    * **Bank Reconcilation**: Permission to perform bank reconcilation.  +    * **Accounting and Finance**: 
 +      * **View Costing**: Permission to view costing information. 
 +      * **Chart of Accounts**: Permission to manage chart of accounts. 
 +      * **Journal**: Permission to view journal and add a manual journal entry. 
 +      * **Financial Reports**: Permission to generate financial reports. 
 +      * **Debtor Statements**: Permission to generate debtor statements. 
 +      * **Creditor Statements**: Permission to generate creditor statements. 
 +      * **Bank Reconcilation**: Permission to perform bank reconcilation. 
 +    * **AI Productivity**: 
 +      * **AI Assistant**: Permission to interact with the AI Data Assistant. 
 +      * **AI Extract Profile**: Permission to use AI to extract customer/supplier information. 
 +      * **AI Extract Purchase Invoice**: Permission to use AI extract data from purchase invoice. 
 +      * **AI Extract Expense**: Permission to use AI to extract data from expense receipts. 
 +      * **AI Extract Bank Statement**: Permission to use AI to extract bank statement data for bank reconcilation. 
 +=== Sub-users  === 
 +\\ {{:subuser:subuser_2.jpg?500|}} 
 +  - The following options are located on the toolbar 
 +    * {{mdi>magnify}} **Search**: Allows you to search for specific data 
 +    * {{mdi>refresh}} **Refresh**: Updates the current view by reloading the data 
 +    * {{mdi>download}} **Export to Excel**: Enables exporting the current view data to an Excel file. 
 +    * {{mdi>plus}} **New**: Creates a new entry or record in the system. 
 +      * //This button is enabled only when the number of configured sub-users is below the maximum allowed by your subscription plan.// 
 +  - Data Table: 
 +    * {{mdi>chevron-up}}: Expand row data to view more details. (available only in Mobile View) 
 +    * {{mdi>pencil}}: Modify row data details (Mobile View: expand row to access) 
 +    * {{mdi>delete}}: Delete row data (Mobile View: expand row to access) 
 +    * **Username**: Username for the sub-user account. 
 +    * **Sub-user Role**: Sub-user role for the sub-user. 
 +    * **Type**: Specifies whether the account type is an **User** or an **API Key**. 
 +=== Sub-user form === 
 +\\ {{:subuser:subuser_4.jpg?500|}} 
 +  * **Username**: The login username assigned to the sub-user account. 
 +  * **Type**: Specifies whether the account type is an **User** or an **API Key**.  
 +  * **Set password**: Enable this checkbox to set or reset the sub-user’s password. //(Only visible if Type is **User**)// 
 +    * Sub-users can change their password after logging into the system. 
 +  * **Password**: Enter the password for the sub-user account. //(Only visible if Type is **User**)// 
 +  * **Confirm Password**: Re-enter the password to confirm it. //(Only visible if Type is **User**)// 
 +  * **Employee**: Select the default employee associated with this sub-user.  
 +  * **Sub-user Role**: Assign a role to define the sub-user's access permissions.   
 +  * **Default Industry**: Optional. Specify the primary industry this sub-user works with. This may affect what data is shown or filtered for the user based on industry relevance. 
 +  * **API Key**: an API Key will be generated and displayed **only once** after saving a new sub-user with **API Key** type. If lost or compromised, click **Regenerate Key** to create a new key. 
 +    * Used for authenticating external system communications. Include this key under the ''x-api-key'' field in your request headers. 
 +    * Refer to the [[apidoc|API Documentation]] page for the full list of available endpoints and request/response formats. 
 + 
 + 
 +<aichat button float>Welcome to Chillhub AI Assistant. I can help you understand and use your ERP system.</aichat>
  • subuser.1745223718.txt.gz
  • Last modified: 2025/04/21 08:21
  • by chillhubadmin