ADD/EDIT USER
Projex ERP allows administrators to manage multiple users within a company. This includes adding new users, assigning roles, and organizing access through groups.
How to Access the “Add User” Option
- Login to your Projex ERP account.
- Click on the 3-dot menu (â‹®) or Settings icon in the top-right corner.
- From the dropdown, select “Add User”.
You’ll be taken to the Add/Edit User screen as shown in your ERP dashboard.
Fields in the Add User Form
| Field |
Description |
| Name |
Enter the full name of the user. |
| Login ID |
System-generated or custom ID (used to log in). |
| Password |
Set a password for the user (can be changed later). |
| User Type |
Choose the role from the dropdown (see below) |
| Group |
Assign the user to a predefined group. (Mandatory) |
đź”´ Note: You must first create a group before adding users.
(The message “Please add group to add user” will show if no group is available.)
User Type Options
When selecting User Type, you’ll see a dropdown with three choices:
User Type Options
When selecting User Type, you’ll see a dropdown with three choices:
1. Superuser
- Full access to all modules and settings.
- Can add/edit/delete other users.
- Ideal for business owners or main admin.
2. User
- Standard access to assigned modules.
- Cannot manage users.
- Ideal for accounting, sales, or inventory teams.
3. Sub User
- Limited access based on group or module rights.
- Ideal for junior staff or assistants who need partial access.
User Report Section (Below Form)
After users are added, you can:
- View a list of all users
- Filter users by Name, Login ID, Date, Status, Group, and User Type
- Edit or manage existing users