subuser

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subuser [2026/07/10 06:23] – chillhubadminsubuser [2026/09/28 09:30] (current) – chillhubadmin
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 === Sub-user roles === === Sub-user roles ===
-\\ {{:subuser:subuser_1.jpg?500|}}+\\ {{gallery>:subuser:subuser_1.jpg?500x0&crop=off&0}}
   - The following options are located on the toolbar   - The following options are located on the toolbar
  * {{mdi>magnify}} **Search**: Allows you to search for specific data  * {{mdi>magnify}} **Search**: Allows you to search for specific data
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  * **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|}}+\\ {{gallery>:subuser:subuser_3.jpg?500x0&crop=off&0}}
   * **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.
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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.
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         * **Self-Service**: Permission to create, view, and submit **own expenses only**. Approval access is not allowed.         * **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**.         * **Full Access**: Permission to view, create, edit, approve, reject, cancel, and manage **all expenses**.
-      * **Scheduling**: Permission to manage the scheduling of tasks or deliveries. 
-      * **Self-billed e-Invoice**: Permission to manage self-billed e-Invoices. 
       * **Job Completion Note**: Permission to manage job completion note from the schedule.       * **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//         * //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**//         * //Create job completion notes from the schedule requires **Full Access**//
 +      * **Scheduling**: Permission to manage the scheduling of tasks or deliveries.
 +      * **Job Amount & Allocation**: Permission to view and edit the scheduled job amount, and to define the allocation percentage and hourly rate for the teams assigned to a job.
 +      * **Self-billed e-Invoice**: Permission to manage self-billed e-Invoices.
     * **Dashboard**:      * **Dashboard**: 
       * **Dashboard**: Permission to open the Dashboard page       * **Dashboard**: Permission to open the Dashboard page
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       * **AI Extract Bank Statement**: Permission to use AI to extract bank statement data for bank reconcilation.       * **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|}}+\\ {{gallery>:subuser:subuser_2.jpg?500x0&crop=off&0}}
   - The following options are located on the toolbar   - The following options are located on the toolbar
     * {{mdi>magnify}} **Search**: Allows you to search for specific data     * {{mdi>magnify}} **Search**: Allows you to search for specific data
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     * **Type**: Specifies whether the account type is an **User** or an **API Key**.     * **Type**: Specifies whether the account type is an **User** or an **API Key**.
 === Sub-user form === === Sub-user form ===
-\\ {{:subuser:subuser_4.jpg?500|}}+\\ {{gallery>:subuser:subuser_4.jpg?500x0&crop=off&0}}
   * **Username**: The login username assigned to the sub-user account.   * **Username**: The login username assigned to the sub-user account.
   * **Type**: Specifies whether the account type is an **User** or an **API Key**.    * **Type**: Specifies whether the account type is an **User** or an **API Key**. 
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   * **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.   * **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.     * 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> <aichat button float>Welcome to Chillhub AI Assistant. I can help you understand and use your ERP system.</aichat>
  • subuser.1783664608.txt.gz
  • Last modified: 2026/07/10 06:23
  • by chillhubadmin