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Results for “permissions” — 20 results

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Assigning permissions to a role

Grant specific permissions to a role so its members can perform allowed actions.

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System Administrator: daily workflow

Step-by-step tasks for user management, permissions, and system monitoring.

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Permission reference: Settings & administration

Control who can manage system settings, users, groups, and permissions.

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FAQ: Assigning Permissions

Quick answers to common questions about setting up roles and permissions.

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FAQ: Custom Roles

Common questions about creating and managing roles tailored to your team.

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Creating a custom role (group)

Build a role tailored to your business by mixing and matching specific permissions.

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Permission reference: Payments & refunds

Control who can create payments, view payment history, and process refunds.

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Controlling which reports each role can see

Hide or show specific reports to different roles so users only see what they need.

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System Administrator: your first day

Understand your core responsibilities and navigate system administration with confidence.

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FAQ: Built-in Roles

Common questions about the standard roles that come with Usystems.

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Permission reference: Accounting & journal

Control who can view the chart of accounts, journalize transactions, and manage GL entries.

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Permission reference: HR & payroll

Control who can manage employees, attendance, leave, and process payroll.

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Permission reference: Queues & front desk

Control who can manage patient/customer queues and front desk operations.

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System Administrator: quick reference cheat sheet

Quick links and admin task checklist.

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Permission reference: Print templates

Control who can create, edit, and manage document print templates.

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Permission reference: POS

Control who can access point-of-sale terminals and process POS transactions.

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The default roles: administrator, finance, operations

Understand the three core roles that come built in to Usystems and what each one can do.

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Permission reference: Products & services

Control who can view, create, and modify the product and service catalog.

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Troubleshooting payroll runs

Find and fix common issues when running payroll or reviewing payroll records.

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Role-Based Access Control Explained

A conceptual look at how roles and permissions scope what each user can see and do across USystems Atlas.