Introduction
Effective user management is crucial for any business. With OptyERP, you can easily manage your team by adding new users, setting permissions, and ensuring they have access only to relevant parts of the system. This guide will walk you through how to streamline your operations by simplifying user management and role assignment in OptyERP.

 

Step 1: Adding Users in OptyERP
The first step to building an efficient team in OptyERP is adding users. Here’s how to do it:

1. Navigate to User Management: Go to User Management > Users > Add New.
2. Fill in User Details: Enter key details such as the user's name, and contact information, and assign them a unique username.
3. Set Sales Commission: If the commission agent feature is enabled, you can set a specific commission percentage for the user. This is great for tracking performance and compensation.
4. Activate/Deactivate Users: You can control which users are active. To enable or disable a user, simply toggle the “Is Active” option.
5. Edit/Delete Users: You can always go back to edit or delete user details when necessary.

 

Step 2: Assigning Locations to Users
In many businesses, users only need access to specific locations. OptyERP makes it easy to manage this.

• Assign Access Locations: You can assign users access to certain business locations, ensuring they only interact with relevant parts of your operation. This prevents unauthorized access and improves operational efficiency.

 

Step 3: Setting Maximum Sales Discounts
To maintain control over sales operations, OptyERP allows you to set a maximum sales discount that each user can apply. Here’s how:

• Max Sales Discount: Limit the discounts users can apply during sales transactions. If you don't want any restrictions, you can leave this blank.

 

Step 4: Adding and Managing Roles in OptyERP
OptyERP comes with default roles such as Admin and Cashier, but you can always customize roles to fit your business needs.

• Creating a New Role: Go to User Management > Roles > Add. Assign a role name and define the permissions needed for that role.
• Editing and Deleting Roles: As your business grows, user responsibilities may change. You can easily edit or delete roles. However, remember to update the roles of existing users before deleting a role.

 

Conclusion
With OptyERP’s user and role management features, you can easily customize access, permissions, and performance metrics for your team. This allows you to focus on what matters most — growing your business efficiently and securely.

👉 Ready to streamline your user management? Request a demo today.