Users are divided into following categories
|Admin||Admin users will have full access to the system. They can create another admin users, add masters, view records added by all users in all branches & departments and are default approvers.|
When you create users from employees, users inherit employee's branch/department as well as departmental role.
A user, where employee is defined as "Approver", is by default added as "Approver".
Any user from any branch, department can send records to these approvers for approvals.
Approvers can edit/delete records sent to them for approvals.
However Approvers can not by-default view any records unless and untill such records are from the branches assigned to them.
Users are added as HODs if the employee is set as HOD.
These users can access records from the branches & departments assigned to them.
These users, by-default inherit branch & department from Employee.
You can assign additional branches to these users, from User's Edit page.
Once you assign additional branches, these users can see records created by other user from those branches as well.
When user is added without any of the above roles, these users can access application with limited rights.
These users can access only specific section of the application which is assigned to them.
Role of these users are manily adding data to the application.
These users manily derive the access from the documents or processes shared with them.
When user's create a document, each document needs to be shared with other users. If any document is shared with these users, they can view this document. User's who create the Document/ Process can decide with whom that document is shared form Document Sharing panel available on Document Add page. (see below)
When such document is shared with the user, user can view/download these documents.
User's also get to see these documents in Menu as well as on the Dashboard, if the document required Schedule Data Entry by the users.
These users will not be able to access any other Document/ Processes/ Forms etc unless they those Document/ Processes/ Forms are explicitly shared with them.
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