Atlas knowledge base articles.
31 Articles
Learn about the specialized roles that unlock specific business modules like inventory, payroll, and manufacturing.
Common questions about the standard roles that come with Usystems.
Understand the three core roles that come built in to Usystems and what each one can do.
Common questions about creating and managing roles tailored to your team.
Build a role tailored to your business by mixing and matching specific permissions.
Grant users the roles they need to do their job, and revoke access when they change positions.
Control who can access point-of-sale terminals and process POS transactions.
Control who can manage employees, attendance, leave, and process payroll.
Control who can run, view, and manage business reports.
Control who can view the chart of accounts, journalize transactions, and manage GL entries.
Control who can view, create, and manage customer and vendor contact records.
Control who can view, create, and modify the product and service catalog.
Control who can view, adjust, and manage inventory and warehouse operations.
Control who can create payments, view payment history, and process refunds.
Control who can manage system settings, users, groups, and permissions.
Control who can create, edit, and manage document print templates.
Control who can create, view, and manage patient medical records and case files.
Control who can manage patient/customer queues and front desk operations.
Control who can view, create, edit, and delete purchase orders and cash purchases.
Control who can view, create, edit, and delete invoices and sales orders.
Hide or show specific reports to different roles so users only see what they need.
Three access gates determine whether a menu or page appears—check product type, data, and permissions.
Quick answers to common questions about setting up roles and permissions.
Grant specific permissions to a role so its members can perform allowed actions.