Title
Settings
Tags
Accounting Module
Projects Module
Sales 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.