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User Management in MerciGlobal Cloud ERP

📌 Location

User management is located under the Utility Menu → Manage Users section.

🏷️ Features

1️⃣ User Accounts

  • Create, edit, or remove user accounts.
  • Manage user details like:
  • Username
  • Password
  • Full Name
  • Code
  • Date of Birth
  • Address Details
  • Allowed Time Range for Login
  • Allowed Static IP for Login
  • Example JSON representation of a user:
{
  "username": "john_doe",
  "password": "hashed_password",
  "fullname": "John Doe",
  "code": "EMP123",
  "dob": "1985-08-25",
  "address": "123 Business Street, NY",
  "allowed_time": "09:00-18:00",
  "allowed_ip": "192.168.1.1"
}

2️⃣ User Groups

  • Create user groups or designations within the organization.
  • Examples of User Groups:
  • Admin
  • Manager
  • Sales Executive
  • Customer Support
Group Name Description
Admin Full access to the system
Manager Manage transactions & reports
Sales Exec Access to sales modules
Support Team View & manage customer queries

3️⃣ Assign Group

  • Assign multiple user groups to a single user.
  • Example:
user: "jane_smith"
assigned_groups:
  - Sales Exec
  - Customer Support

4️⃣ Group Roles / Permissions

  • Set permissions for transactions, reports, and modules.
  • Access rights:
  • Add ✅
  • Edit ✅
  • Delete ❌
  • Print ✅
  • View Only ✅

  • Access to specific Company / Year can also be set.

  • Example role assignment:

Module Add Edit Delete Print View Only
Sales Report ❌ ❌ ❌ ✅ ✅
Inventory ✅ ✅ ❌ ✅ ✅
  • Rights Icons Explained in Order of display:
Icon Purpose
1 Add
2 Edit
3 Delete
4 View
5 Print
6 Configure
7 View Own Entry
8 Attachment
9 Lock Entry
10 Allow On Mobile
11 Access Module Reports
12 Access E-Way/E-Invoice

5️⃣ Mobile Users

  • Assign mobile-accessible menus to specific users.
  • Example JSON configuration:
{
  "user": "mike_williams",
  "mobile_menus": [
    "Dashboard",
    "Inventory",
    "Order Tracking"
  ]
}

🎯 Summary

✅ User Accounts → Create/Edit/Delete Users
✅ User Groups → Manage Roles & Designations
✅ Assign Group → Assign multiple groups to users
✅ Group Roles / Permissions → Define access rights
✅ Mobile Users → Configure mobile menu access

✅ Users if allowed access to Ledger Accounts (Under Reports), when hover on the value in any column that is connected to accounts master, get a zoom link icon. Clicking this icon provides extra details and ledger access to the user immediately.
✅ Access to ledger report should be available to the users to have this feature.

🔐 Restricting Users to View Only Their Own Entries

Merci Cloud ERP allows for fine-grained control over user access to maintain data confidentiality and operational security. One powerful option is the ability to restrict a user to only see records they have created themselves.

⚙️ How It Works ✅ Access Control Configuration: In the User Access Rights Assignment interface, there's an option that allows system admins to restrict visibility of entries to the logged-in user’s own records.

👀 Entry Visibility Behavior:

The user will only see the entries they have created.

Entries created by other users will be completely hidden in the same module.

📁 Modules Supported: This restriction can be applied to various entry modules (e.g., Sales, Purchase, Inventory), depending on system configuration.

🧑‍💻 Example Scenario Imagine a team of salespeople using the Sales Entry module:

If this restriction is enabled for User A, they will only see their own sales entries.

Any entries made by User B, C, or others will be hidden from User A.

This is ideal for:

📊 Confidential operations

🛡️ Enhancing security

🎯 Role-based task execution

🚨 Important Notes 🔄 Admin Visibility: Admin users with full access can still view all records, regardless of who created them.

🔧 Configuration Required: This setting must be explicitly enabled per user in the access rights setup.

📌 Cannot Be Overridden by the User: Once applied, users cannot remove or bypass this restriction themselves.

👥 Who Can Benefit? Customers who want to segregate data among teams

Merci Developers needing to implement module-level visibility

Sales Teams managing sensitive pipelines or leads

📌 Ensure proper role assignment to maintain security and efficiency! 🚀