👥 User Management in Merciglobal Cloud ERP

🗂️ Location

Access user management via:

Utility Menu → Manage Users

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🔧 Key Features

1️⃣ User Accounts

• Create, edit, or delete user profiles.

• Manage user details:

• Username, Password, Full Name, Code, Date of Birth, Address

• Allowed Login Time and Static IP Restriction

📄 Example User JSON

{
  "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"
}

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2️⃣ User Groups

• Define user roles or designations.

Group Name	Description
Admin	Full system access
Manager	Manages transactions & reports
Sales Exec	Sales module access
Support Team	Handles customer queries

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3️⃣ Assign Group

Assign one or more groups to a user.

📄 Example YAML

user: "jane_smith"
assigned_groups:
  - Sales Exec
  - Customer Support

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4️⃣ Group Roles & Permissions

• Set permissions per module or feature:

• Add, Edit, Delete, Print, View Only

• Define access to specific company/year

Module	Add	Edit	Delete	Print	View Only
Sales Report	❌	❌	❌	✅	✅
Inventory	✅	✅	❌	✅	✅

🔍 Rights Icons Reference

Icon	Purpose
1	Add
2	Edit
3	Delete
4	View
5	Print
6	Configure
7	View Own Entry
8	Attachment Access
9	Lock Entry
10	Allow on Mobile
11	Access Module Reports
12	E-Way/E-Invoice Access

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5️⃣ Mobile Users

• Assign specific menus for mobile access.

📄 Example JSON

{
  "user": "mike_williams",
  "mobile_menus": ["Dashboard", "Inventory", "Order Tracking"]
}

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📌 Summary

Feature	Description
✅ User Accounts	Manage user credentials and info
✅ User Groups	Define organizational roles
✅ Assign Group	Multi-group support per user
✅ Group Roles/Permissions	Module-level access control
✅ Mobile Users	Customize mobile access menus

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🔗 Zoom Links to Ledger Accounts

• Users with access to Ledger Reports can click zoom icons on related fields.
• Shows detailed ledger info directly within reports.

✅ Ensure Ledger Report access is enabled for this feature to work.

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🔒 Restricting Users to View Only Their Own Entries

Merciglobal Cloud ERP provides user-level visibility restrictions for security and confidentiality.

⚙️ How It Works

• Enable "View Own Entry" in the User Access Rights section.
• Users will only see entries they created.
• Other users’ entries remain hidden in the same module.

📁 Supported Modules

• Sales, Purchase, Inventory, and other configurable modules

🧑‍💻 Example Use Case

• Salesperson A sees only their own entries
• Entries from Salesperson B and others remain hidden

✅ Ideal for:

• 📊 Confidential data segregation
• 🛡️ Enhanced role-based security
• 🎯 Focused task management

🚨 Notes

• 👁️ Admins can override and view all entries
• 🔧 Must be explicitly configured per user
• 🚫 Cannot be changed by users themselves

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👥 Who Benefits?

• Clients needing departmental data isolation
• Merci Developers implementing scoped visibility
• Sales teams handling sensitive pipelines

📌 Always ensure correct access role assignment for secure and efficient operations. 🚀