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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.


Expand
titleAdd Partner User

Prerequisites

  1. The users' role must have access to

the 

  1. the Add app operation in

the  

  1. the User feature in Admin - Security - User - Role

 through

  1.  through Admin - Security - Partner - Roles.

Step-by-step guide

The following steps are to be executed:

  1. Go to Admin - Security - User - Users.

  2. List of Users module opens.

  3. Click

on 

  1. on Add

 button

  1.  button.

  2. User window will open.
    Image Modified

  3. Put in the

 User

  1.  User No., Name, Login Name, Password, Role (all these are mandatory fields) in the User Information section. 

  2. Click on Save & Close button to save the partner data. 


Expand
titleEdit Partner User

Prerequisites

  1. The users' role must have access to

the 

  1. the Modify app operation in

the  

  1. the User feature in Admin - Security - User - Role

 through

  1.  through Admin - Security - Partner - Roles.

Step-by-step guide

The following steps are to be executed:

  1. Go to Admin - Security - User - Users.

  2. List of Users module opens.
    Image Modified

  3. Double click on the user you want to edit.

  4. User window will open.

  5. Edit the required fields.

  6. Click on Save & Close button to save the modified partner data. 


Expand
titleDelete Partner User

Prerequisites

  1. The users' role must have access to

the 

  1. the Modify app operation in

the  

  1. the User feature in Admin - Security - User - Role

 through

  1.  through Admin - Security - Partner - Roles.

Step-by-step guide

The following steps are to be executed:

  1. Go to Admin - Security - User - Users.

  2. List of Users module opens.
    Image Modified

  3. Click on the user you want to delete.

  4. "Are you sure you want to delete current Record?" - this message will be displayed. 

  5. If you click

on 

  1. on Yes, then the role will be deleted permanently and you will get a message - "Record deleted successfully".

To go back to the main page click on Managing Ginesys Partner in Ginesys ERP Admin