Adding Users
Users are individuals who can log in to YousrERP. Each user has a unique email address, a password, and is assigned one or more roles that determine what they can access.
How to Add a New User
- Go to Users and Permissions > User and click New.
- Enter the user's Email Address (this is their login ID).
- Enter their First Name and Last Name.
- Assign one or more Roles (e.g., Employee, Sales User).
- Set their Language (English or Arabic).
- Click Save.
The user will receive a welcome email with a link to set their password.
User Fields
- Email: The user's login ID. Must be unique.
- First Name / Last Name: Display name in the system.
- Gender: Male / Female.
- Send Welcome Email: Check to send an automated welcome email with password setup link.
- Enabled: Uncheck to disable a user without deleting them.
- Roles: The roles assigned to this user (determines access).
Role Assignment
Common roles in YousrERP include:
| Role | Typical User |
|---|---|
| System Manager | IT administrator with full access |
| Accounts Manager | Finance team lead |
| Accounts User | Finance team member |
| Sales Manager | Sales team lead |
| Sales User | Sales team member |
| Purchase Manager | Procurement lead |
| Purchase User | Procurement team member |
| Stock Manager | Warehouse/inventory lead |
| Stock User | Warehouse staff |
| HR Manager | HR team lead |
| HR User | HR team member |
| Employee | All employees (basic access) |
Impersonation
System Managers can Impersonate another user (login as them) to troubleshoot permission issues or assist users.
Security Settings
Additional user-level settings:
- Allow login via mobile app: Enable/disable access through YousrERP mobile app.
- Simultaneous Sessions: Allow or restrict multiple simultaneous logins.
- User Type: System User (full access) or Website User (limited portal access).