subuser

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subuser [2025/04/21 09:13] – chillhubadminsubuser [2026/07/24 14:07] (current) – chillhubadmin
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   * [[subuser#sub-user_roles|Sub-user roles]]   * [[subuser#sub-user_roles|Sub-user roles]]
   * [[subuser#sub-user_role_form|Sub-user role form]]   * [[subuser#sub-user_role_form|Sub-user role form]]
-  * [[subuser#sub-uses|Sub-users]]+  * [[subuser#sub-users|Sub-users]]
   * [[subuser#sub-user_form|Sub-user form]]   * [[subuser#sub-user_form|Sub-user form]]
  
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 \\ {{: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 ===
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     * **Business Transaction**:      * **Business Transaction**: 
       * **Invoice**: Permission to manage invoices.       * **Invoice**: Permission to manage invoices.
 +        * //Requires at least **Read-only** access to view amounts in schedule.//
       * **Quotation**: Permission to manage quotation.       * **Quotation**: Permission to manage quotation.
       * **Sales Order**: Permission to manage sales order.       * **Sales Order**: Permission to manage sales order.
       * **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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       * **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.
 +    * **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  === === Sub-users  ===
 \\ {{:subuser:subuser_2.jpg?500|}} \\ {{:subuser:subuser_2.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.
       * //This button is enabled only when the number of configured sub-users is below the maximum allowed by your subscription plan.//       * //This button is enabled only when the number of configured sub-users is below the maximum allowed by your subscription plan.//
   - 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)
     * **Username**: Username for the sub-user account.     * **Username**: Username for the sub-user account.
     * **Sub-user Role**: Sub-user role for the sub-user.     * **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 === === Sub-user form ===
 \\ {{:subuser:subuser_4.jpg?500|}} \\ {{:subuser:subuser_4.jpg?500|}}
   * **Username**: The login username assigned to the sub-user account.   * **Username**: The login username assigned to the sub-user account.
-  * **Set password**: Enable this checkbox to set or reset the sub-user’s password.+  * **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.     * Sub-users can change their password after logging into the system.
-  * **Password**: Enter the password for the sub-user account. +  * **Password**: Enter the password for the sub-user account. //(Only visible if Type is **User**)// 
-  * **Confirm Password**: Re-enter the password to confirm it.+  * **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.    * **Employee**: Select the default employee associated with this sub-user. 
   * **Sub-user Role**: Assign a role to define the sub-user's access permissions.     * **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.1745226814.txt.gz
  • Last modified: 2025/04/21 09:13
  • by chillhubadmin