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Results for “roles” — 20 results

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Assigning users to roles

Grant users the roles they need to do their job, and revoke access when they change positions.

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Feature roles: inventory, payroll, manufacturing and HR managers

Learn about the specialized roles that unlock specific business modules like inventory, payroll, and manufacturing.

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FAQ: Custom Roles

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

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Security best practices for administrators

Protect your Usystems account and sensitive financial data with essential security practices.

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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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Step 6 — Creating the admin user and default roles

Set up your first full-access admin account and assign permission groups to your team.

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FAQ: Built-in Roles

Common questions about the standard roles that come with Usystems.

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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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FAQ: Assigning Permissions

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

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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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Managing User Roles and Permissions

A walkthrough of how administrators create roles, assign granular permissions, and manage users from Settings > Users & Roles.

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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.

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Editing a user

Update a user's name, roles, or access restrictions.

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Creating a new user

Add a new team member to your Usystems account with a login and role assignments.

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FAQ: Wizard Steps

Answers to common questions about completing the setup wizard.

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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: Settings & administration

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

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System Administrator: your first day

Understand your core responsibilities and navigate system administration with confidence.

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System Administrator: daily workflow

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

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Migrating from another system: the full checklist

Step-by-step verification list to ensure a clean, complete data migration to Usystems.