- Title
- Settings
- Tags
-
Accounting ModuleProjects ModuleSales Module
Settings
Overview
The Settings page serves as the central administration hub for the ERP system. From this home page, administrators can access, configure, and manage the system's foundational elements, including user access control, system roles, and workflow configurations.
Settings Dashboard
The landing page displaying a list of administrative modules
available for configuration.
Settings Module Fields
- Executive
report: Access to high-level system analytics and administrative
reporting.
- Settings:
Main configuration area for system-wide preferences.
- Roles:
Role-Based Access Control (RBAC) management.
- Users:
User account management.
- Users
With Contents: Manage specific user data and content assignments.
- WorkFlow:
Configure system-wide approval processes and routing.
- Custom
Statuses: Define custom statuses for workflow.
- Custom
Field Group: Organize custom fields into logical groups.
- Custom Fields: Create and manage custom data fields across the ERP.
Key Page Actions
- Navigate:
Click on any menu item (e.g., Roles, Users) to open its dedicated
configuration page.
- Collapse/Expand:
Use the sidebar toggle to maximize the workspace area.
Settings Controls
Sidebar navigation menu providing quick access to all
administrative modules.