Employees & Access

Give each employee their own login instead of sharing the company owner's credentials. Match module visibility and editing rights to the employee's responsibilities.

Two practical employee roles

Operators can read and write in their assigned modules
Viewers have read-only access to assigned modules
The company owner creates, edits and disables employee accounts
Employee modules cannot exceed the company's assigned services
Employees cannot manage other employee accounts

Conceptual company ERP workspace with separate business modules

Employee access workflow diagram

Enable company modulesAn administrator assigns services to the company account.
Create employeeThe company owner creates a separate employee login.
Assign permissionsSelect operator or viewer access and a subset of company modules.
Sign in securelyThe employee uses company-username/employee-username and their password.

A clear sign-in format

Employees sign in using company-username/employee-username and their own password. The administrator supplies the company account; the company owner manages the employee accounts within it.

Changes apply to ongoing access

Employee account edits invalidate that employee's session. Removing a company service removes employee access to it. If Employees & Access is removed from the company, employee sign-in is suspended.

Not a payroll system

This module manages ERP logins and permissions, not salary calculation, attendance, leave or statutory payroll. Company print layouts remain owner-managed; authorized employees can preview the layouts available to their modules.

Plan a role-based rollout

List the departments, users and information each role needs.

Discuss employee access