Difference between revisions of "User module"
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= Introduction = | = Introduction = | ||
User module is considered to be the most important module to exist in Tactic. This module cannot be disabled as it defines the primary working structure of Tactic. The goal of this module is to manage users, groups and their permissions. | ''Regarding the ERP & CRM software there need to be a group of people or an individual, who manages the access and directs the entire software as per the organisational need. The people who are the one to manage the access are called “User”. The users play a very vital role in the management of data in the ERP & CRM software, as they decides the limitation of access and permission for other users or members of the organisation. Hence, it can be stated that the user module is the most important and a mandatory part of the ERP & CRM systems. Tactic has followed that path as well and enhanced the user module with advanced efficiency for increasing positive impact on the customers. '' User module is considered to be the most important module to exist in Tactic. This module cannot be disabled as it defines the primary working structure of Tactic. The goal of this module is to manage users, groups and their permissions. | ||
= Installation = | = Installation = | ||
There is no need of installing this module, as it is already included within Tactic services. | There is no need of installing this module, as it is already included within Tactic services. | ||
Revision as of 12:13, 22 December 2021
Introduction
Regarding the ERP & CRM software there need to be a group of people or an individual, who manages the access and directs the entire software as per the organisational need. The people who are the one to manage the access are called “User”. The users play a very vital role in the management of data in the ERP & CRM software, as they decides the limitation of access and permission for other users or members of the organisation. Hence, it can be stated that the user module is the most important and a mandatory part of the ERP & CRM systems. Tactic has followed that path as well and enhanced the user module with advanced efficiency for increasing positive impact on the customers. User module is considered to be the most important module to exist in Tactic. This module cannot be disabled as it defines the primary working structure of Tactic. The goal of this module is to manage users, groups and their permissions.
Installation
There is no need of installing this module, as it is already included within Tactic services.
Setup
For using this module the users need to enable it by using an administrator account. The menu options for activating this module are: Home –> Setup – > Module. The users then need to click on Activate. The modules will be activated after completing this step.
Life cycle of user module
There can be two types of users, the internal users and the external users. The internal users are the people who are a core part of a company or an organisation. The external users can be third parties as well. In some cases the customers and stakeholders can be users, which are termed as the external users.
Creation of a new user
Users can be created directly from the users and groups module. For creating a user, it is important to visit Home menu. The option of users & groups need to be chosen, after that the option of New User need to be chosen for creating a new user.
Defining permissions
Defining permission is one of the primary factor that need to be performed with the assistance if the User module. The permission can be defined by going to the Permission option from user module.
