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To keep secret for data, company will set one person can only check his own client or generated order, user can set permission for login man in ERP Server. |
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To keep secret for data, company will set one person can only check his own client or generated order, user can set permission for login man in ERP Server. 3.1 Client Setting 3.1.1 [General Data]->[Client Record]->[Client Exchange]->Select member name->[Submit], after saving data, user can click [Client Relationship] in ERP server, the client data can be only seen by followed man or other team leader.  3.1.2 When opening order, if user click [Client Relationship System] in ERP Server, the order can only be seen by followed sales man. Take sales order for example:  3.2 Server Setting 3.2.1 Double click [Nuclearsoft ERP Server] -> Input administrator account and password->[Login in]->[Main Setting]->[All companies]  3.2.2 [General Information]-> Select company code that needs to be set( User who has only one company can login Client directly)  3.2.3 Press [System Setting]->[Modify] 3.2.3.1 Click [Client Relationship System]  3.2.3.2 Press [Member]->[Add]->Select[Team Leader] and [Member] [Member Leader]->Check controlled client of member and order [Member]->User can only check followed client and order, user can also set that leader and member are the same person [Save] Save data  |
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