subuser [Chillhub App Knowledge Base]

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==== Configure sub-users and roles ====
\\ You can create and manage multiple sub-user logins under a single account to delegate tasks and control access.
\\ To enable sub-user logins, go to **User Menu > Subscription** to purchase the Sub-User Login add-on.
\\ 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_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 ===
\\ {{:subuser:subuser_1.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.
  - 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)
	* **Role Name**: Name of sub-user role (e.g. Manager, Sales, Accountant, etc)
=== Sub-user role form ===
\\ {{:subuser:subuser_3.jpg?500|}}
  * **Permission Level**:
    * **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.
    * **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.	
      * //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.	
    * **Full-Access**: User has full control, including viewing, editing, creating, and deleting data.	
  * Sub-user role form fields includes:
    * **Role Name**: Name of sub-user role (e.g. Manager, Sales, Accountant, etc)
    * **Settings**:
      * **Setting**: Permission to manage user settings.
      * **User Profile**: Permission to manage user profile.
    * **Business Transaction**: 
      * **Invoice**: Permission to manage invoices.
      * **Quotation**: Permission to manage quotation.
      * **Sales Order**: Permission to manage sales order.
      * **Purchase Order**: Permission to manage purchase order.
      * **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.
      * **Self-billed e-Invoice**: Permission to manage self-billed e-Invoices.
      * **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**: Permission to open 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 Financial Data**: Permission to view financial metrics at Dashboard page.
      * **Dashboard Top Products**: Permission to view top selling products ranking at Dashboard page.
      * **Dashboard Top Services**: Permission to view top selling services ranking at Dashboard page.
      * **Dashboard Employee Summary**: Permission to view employee summary at Dashboard page.
      * **Dashboard Team Summary**: Permission to view the team summary at Dashboard page.
    * **Inventory Control**:
      * **Inventory**: Permission to manage inventory and inventory adjustment.
      * **Ship**: Permission to ship items.
        * //Viewing and signing delivery notes from the schedule requires at least **Read-only** access//
      * **Replenish**: Permission to replenish items.
    * **Data Management**:
      * **Customer**: Permission to manage customers.
      * **Supplier**: Permission to manage suppliers.
      * **Pricing**: Permission to manage pricing.
      * **Industry**: Permission to manage industries.
      * **Product**: Permission to manage products.
      * **Product Type**: Permission to manage product types.
      * **Service**: Permission to manage services.
      * **Task**: Permission to manage tasks.
      * **Audit Trail**: Permission to view the audit trail for system activities.
    * **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.
=== 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.

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