How to set Role Based Permissions?
Permission to different documents can be controlled using Role Based Permissions.
OneHash CRM has a role-based permission system. It means that you can assign Roles to Users, and Permissions can be set on Roles. The Role Permissions Manager allows you to set which roles can access which documents and with what permissions (read, write, submit, etc.).
Once roles are assigned to a user, their access can be limited to specific documents. The permission structure allows you to define differenVery popularHow to add Users?
How to add Users?
Users can be added by the System Manager.
To add users go to:
++Home > Users and Permissions > User++
There are two main types of users:
Website users: Customers, Suppliers, Students, etc., who have access only to the portal and not to any modules.
System Users: People using OneHash CRM in the Company with access to modules, company data, etc.PopularUsers and Permissions
User Permissions
User permissions is a way of restricting user access to particular documents.
Role based permissions allow setting complete (by default) access to a document type (doctype) like Sales Invoice, Orders, Quotation, etc. This means that when you assign a Sales User role to a user, they can access all the Sales Orders and Quotations.
User Permissions can be used to restrict access to select documents based on the link fields in the document. For example, consider that you do busPopularSolving Permission Error Problems
Question: User has roles like Account User and Account Manager assigned. Still, when accessing Account Receivable report, User is getting an error message of no permission the territory master.
Answer:
As per the permission system in OneHash CRM, for the User to be able to access a form or a report, s(he) should have at-least read permission on all the link field in that form/report. SinceSome readersSharing Documents in OneHash CRM
You can share documents with other users via sharing in OneHash CRM.
In addition to user and role permissions, you can also share a document with another user if you have sharing rights for that document. Note that, a shared document will be visible to the other user even if the document is restricted via User Permissions.
To share a document, open the document, click on the "+" icon under sharing and select the user wiSome readersAdministrator Settings
Administrator: The one who has all the rights and permissions of OneHash CRM
The administrator is above the System Manager and has all the rights and permissions for an OneHash account.
A System Manager also has permissions to most items in the system, but the Administrator has unrestricted access.
If your OneHash account is cloud-hosted with us (Frappe Technologies Pvt. Ltd.), then you won't be able to access your OneHash account as an Administrator.
For cloud-hosted account, upgSome readersRole and Role Profile
Role and Role Profile
A Role defines the permissions for accessing various documents in OneHash.
Roles define a set of permissions which can be set from the Role Permissions Manager. Most commonly used roles are already defined in OneHash, you can use the system with them. If needed, you can add more roles. For example, if you assign the Sales User role to a user, they'll be able to access documents like QuotatiFew readersManaging Permission Level
Managing Perm Level in Permission Manager
Perm Level is way of reducing the amount information visible or changeable in a specific DocType for certain User Groups. Where as you can define visibility or changability for each DocType by customizing the DocType-specific Permissions Rule, with the Perm Level you can change these for specific Sections or Fields.
In each document, you can group fields by "levels". Each group of fields or field group is denoted by a unique number (0, 1, 2, 3 etc.)Few readersUnderstanding DocTypes
Understanding DocTypes
DocType
DocField
Naming
Document
ControllersFew readers