Adding users and setting permissions.

What is user management?

In ERPNext, everyone who uses the system is registered as a "user." By assigning "roles" to each user, you can control which screens they can access and which reports they can operate.

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Add a new user

Step 1: Open the user list

In the search barユーザー You can enter this, or access it from the "System Administration" workspace.

Step 2: Create New

Click the "+ Add" button and enter the email address of the new user.

Step 3: Enter basic information

Item Name	Description	Required
Email Address	Login ID and Contact Information	✅
Name	User's name	✅
Last Name	User's Last Name	—
New Password	Initial Password	✅
Password change required upon first login	Recommended for security reasons	—

Step 4: Assign roles

In the "Roles and Profiles" section, check the roles required for that user.

List of major roles:

Role	Accessible Functions
Sales User	Quotations, orders, sales invoices
Purchase User	Purchase orders, incoming shipments, and invoices
Manufacturing User	BOM, work order, job card
Accounts User	Journal entries, receipts and payments, financial reports
Stock User	Inventory movement, warehouse management
HR User	Employees, Attendance, Payroll
System Manager	All settings and management functions

Step 5: Save

Clicking "Save" will create the user. If you want to send an invitation email, please check "Send Welcome Email".

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Utilizing Role Profiles

When applying the same combination of roles to multiple users, using "Role Profiles" is convenient.

1. In the search barロールプロファイル type
2. Create a profile using "+ Add" (e.g., "Sales Representative")
3. Check the required roles.
4. Select "Role Profile" in the user form to apply all at once.

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Disabling Users

Deactivate users who have left the company or whose accounts have been suspended (deletion is not recommended).

1. Open the target user
2. Uncheck the "Enabled" box.
3. Save

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Next Steps

Once you understand user management, Role and permission management Let's move on.