Introduction
Module Users is a mandatory module. It’s the only Werpos module you can’t disable. Its role is to manage permissions into Werpos, so to manage following entities:
- Werpos users
- Werpos user groups
Installation
This module is always enabled and is the only module that can’t be disabled, so there is nothing to do to install it.
Configuration
There is no particular setup actions for this module.
Life Cycle / Business Case
An internal user is a user who is part of your company/foundation and can use the Werpos system.
An external user can be a customer, a supplier or other who is permitted to use the Werpos system.
In both cases, permissions define the access level to the system.
External user can have a different menu manager than internal user (See Home – Setup – Display)
Creating an internal user
Creating internal user is straight forward: Go to menu Home -> Users & groups -> New user.
Creating an external user
Creating external user is a bit complex:
To create an external user, you have to access card of contacts/addresses of a third party.
Third parties->Contacts/Addresses->List, select the contact, then click the button “Create user”.
Note: The “Create user” button will appear if the contact/address is not a user of the Werpos system. On the other hand if the contact/address already is a user and has Werpos login permission, then “Create user” button will not appear in the contacts/addresses card.
Defining permissions
Go on tab “Permission” of the user card and click on the + or – to give or remove permission.
User card is to be reached: Home->Users & Groups->Users
Note that a user owns permission of himself and all permissions of groups the user is part of.