Understanding System – Role Manage #

In any company, managing access is crucial for security and efficiency. System – Role Manage allows administrators to define user roles, set permissions, and control access, ensuring employees only use the tools and data relevant to their roles.

Key Features of System – Role Manage #

• Role Assignment – Define different roles within the organization and grant them specific permissions.
• Access Control – Manage who can view, edit, or delete information across various departments.
• User Management – Add or remove users and assign appropriate roles.
• System Monitoring – Track login activities and monitor system access to ensure security.

How to Add a Role #

To add a new role, simply right-click within the Role List section and select Add Role. Here, you can define the following:

• Role Name – The title of the role (e.g., Manager, Finance Officer, Sales Rep).
• Role Status – Indicates if the role is active or inactive.
• Description – A brief explanation of the role’s responsibilities.
• (ZH) – Chinese Description 
• (EN) – English Description 

Permission List – Assigning Access

When setting up a new role, you can choose specific permissions Permission List:

• System – User and role management, access control, system monitoring, and global settings.
• Basic Data – Corporate information, archives, settings, and data configurations.
• Finance – Invoice management, accounts receivable/payable, sales commissions, and financial approvals.
• Purchase – Vendor management, purchase orders, quotations, and transport management.
• Wholesale – Sales orders, pricing, product management, and customer handling.
• Vendors – Vendor-related transactions, quotations, and item cost management.
• Website – Product listings, search keywords, platform registration, and customer audits.
• Retails – Retail product management, stock transactions, and order processing.
• E-commerce – Online orders, inventory, customer transactions, and financial management.

Role List

Below is a sample Role List, showcasing different roles within a company and their statuses:

Swap-Up: Enhancing Role Management

To optimize role management, companies should:

• Regularly review and update role permissions.
• Limit access based on job requirements.
• Monitor system logs to track unauthorized access attempts.
• Train employees on security protocols and role-based access.

By using System – Role Manage, companies can maintain a structured and secure workflow, ensuring that only authorized personnel can access sensitive data and perform critical functions.