subuser

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subuser [2025/04/21 08:23] – chillhubadminsubuser [2026/04/27 08:30] (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|}}
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       * **Purchase Order**: Permission to manage purchase order.       * **Purchase Order**: Permission to manage purchase order.
       * **Expense**: Permission to manage expense.       * **Expense**: Permission to manage expense.
 +        * **Self-Service**: Permission to create, view, and submit **own expenses only**. Approval access is not allowed.
 +        * **Full Access**: Permission to view, create, edit, approve, reject, cancel, and manage **all expenses**.
       * **Scheduling**: Permission to manage the scheduling of tasks or deliveries.       * **Scheduling**: Permission to manage the scheduling of tasks or deliveries.
       * **Self-billed e-Invoice**: Permission to manage self-billed e-Invoices.       * **Self-billed e-Invoice**: Permission to manage self-billed e-Invoices.
-      * **Audit Trail**: Permission to view the audit trail for system activities.+      * **Job Completion Note**: Permission to manage job completion note from the schedule. 
 +        * //Viewing and signing job completion notes from the schedule requires at least **Read-only** access// 
 +        * //Create job completion notes from the schedule requires **Full Access**//
     * **Dashboard**:      * **Dashboard**: 
       * **Dashboard**: Permission to open the Dashboard page       * **Dashboard**: Permission to open the Dashboard page
-      * **Dashboard Pending Job**: Permission to view pending job details and complete job at the 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 Sales Data**: Permission to view sales figures, metrics and chart at Dashboard page.       * **Dashboard Sales Data**: Permission to view sales figures, metrics and chart at Dashboard page.
       * **Dashboard Financial Data**: Permission to view financial metrics at Dashboard page.       * **Dashboard Financial Data**: Permission to view financial metrics at Dashboard page.
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       * **Inventory**: Permission to manage inventory and inventory adjustment.       * **Inventory**: Permission to manage inventory and inventory adjustment.
       * **Ship**: Permission to ship items.       * **Ship**: Permission to ship items.
 +        * //Viewing and signing delivery notes from the schedule requires at least **Read-only** access//
       * **Replenish**: Permission to replenish items.       * **Replenish**: Permission to replenish items.
     * **Data Management**:     * **Data Management**:
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       * **Service**: Permission to manage services.       * **Service**: Permission to manage services.
       * **Task**: Permission to manage tasks.       * **Task**: Permission to manage tasks.
 +      * **Audit Trail**: Permission to view the audit trail for system activities.
     * **Accounting and Finance**:     * **Accounting and Finance**:
       * **View Costing**: Permission to view costing information.       * **View Costing**: Permission to view costing information.
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       * **Debtor Statements**: Permission to generate debtor statements.       * **Debtor Statements**: Permission to generate debtor statements.
       * **Creditor Statements**: Permission to generate creditor statements.       * **Creditor Statements**: Permission to generate creditor statements.
-      * **Bank Reconcilation**: Permission to perform bank reconcilation.  +      * **Bank Reconcilation**: Permission to perform bank reconcilation. 
 +=== Sub-users  === 
 +\\ {{:subuser:subuser_2.jpg?500|}} 
 +  - The following options are located on the toolbar 
 +    * {{mdi>magnify?24}} **Search**: Allows you to search for specific data 
 +    * {{mdi>refresh?24}} **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>plus?24}} **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?24}}: 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>delete?24}}: 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. 
 +=== Sub-user form === 
 +\\ {{:subuser:subuser_4.jpg?500|}} 
 +  * **Username**: The login username assigned to the sub-user account. 
 +  * **Set password**: Enable this checkbox to set or reset the sub-user’s password. 
 +    * Sub-users can change their password after logging into the system. 
 +  * **Password**: Enter the password for the sub-user account. 
 +  * **Confirm Password**: Re-enter the password to confirm it. 
 +  * **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. 
 + 
 +<aichat button float>Welcome to Chillhub AI Assistant. I can help you understand and use your ERP system.</aichat>
  • subuser.1745223818.txt.gz
  • Last modified: 2025/04/21 08:23
  • by chillhubadmin