The Ginesys Partners or vendors are treated as partner users and their roles are created and managed in in Admin module module at the HO level. This article shows how to manage to manage Partner Users Users in Ginesys HO.
You can Add, Edit and Delete the Partner Users through this form.
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PrerequisitesThe users' role must have access to the the Add app operation in the the User feature in Admin - Security - User - Role through through Admin - Security - Partner - Roles.
Step-by-step guideThe following steps are to be executed: Go to Admin - Security - User - Users.
List of Users module opens. Click on on Add button button. User window will open.
Image Modified Put in the User User No., Name, Login Name, Password, Role (all these are mandatory fields) in the User Information section. Click on Save & Close button to save the partner data.
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PrerequisitesThe users' role must have access to the the Modify app operation in the the User feature in Admin - Security - User - Role through through Admin - Security - Partner - Roles.
Step-by-step guideThe following steps are to be executed: Go to Admin - Security - User - Users.
List of Users module opens.
Image Modified Double click on the user you want to edit. User window will open. Edit the required fields. Click on Save & Close button to save the modified partner data.
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PrerequisitesThe users' role must have access to the the Modify app operation in the the User feature in Admin - Security - User - Role through through Admin - Security - Partner - Roles.
Step-by-step guideThe following steps are to be executed: Go to Admin - Security - User - Users.
List of Users module opens.
Image Modified Click on the user you want to delete. "Are you sure you want to delete current Record?" - this message will be displayed.
If you click on on Yes, then the role will be deleted permanently and you will get a message - "Record deleted successfully".
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To go back to the main page click on Managing Ginesys Partner in Ginesys ERP Admin