Configuration
Customize your ERPX instance to match your business requirements.
Application Settings
General Settings
Navigate to Settings → General to configure:
| Setting | Description | Default |
|---|---|---|
| Company Name | Your organization name | — |
| Default Currency | Base currency for transactions | USD |
| Date Format | Display format for dates | YYYY-MM-DD |
| Time Zone | Application timezone | UTC |
| Language | Default interface language | English |
| Fiscal Year Start | Start month of fiscal year | January |
Email Configuration
Configure email settings in Settings → Email:
| Setting | Description |
|---|---|
| SMTP Server | Your email server address |
| Port | SMTP port (usually 587) |
| Username | Email account username |
| Password | Email account password |
| From Address | Default sender email address |
ERPX also supports integration with SendGrid and AWS SES. Configure these in Settings → Email → Provider.
User & Role Management
Default Roles
ERPX comes with pre-configured roles:
| Role | Description |
|---|---|
| Administrator | Full system access |
| Manager | Module-level management |
| Accountant | Financial operations access |
| Sales User | Sales and CRM operations |
| Purchase User | Procurement operations |
| HR Manager | Human resources management |
| Employee | Self-service access only |
Creating Custom Roles
Navigate to Settings → Roles to create custom roles:
- Click New Role
- Name the role
- Assign module-level permissions (Read, Write, Delete, Export)
- Save the role
User Management
Add new users via Settings → Users:
- Click New User
- Enter the user’s email, first name, and last name
- Assign a role and department
- Click Save — the user will receive an invitation email
Security Settings
Authentication
ERPX supports multiple authentication methods:
- Email/Password — Standard authentication
- OAuth 2.0 — Google, Microsoft SSO
- SAML 2.0 — Enterprise SSO integration
- Two-Factor Authentication (2FA) — TOTP-based 2FA
Session Settings
Configure session settings in Settings → Security:
| Setting | Description | Default |
|---|---|---|
| Session Timeout | Auto-logout after inactivity (mins) | 480 |
| Max Concurrent Sessions | Sessions allowed per user | 5 |
| Require 2FA for Admins | Enforce 2FA for admin users | No |
Next Steps
- Explore Modules — Learn about ERPX’s business modules
- API Reference — Integrate with external systems
- User Guide — Learn how to use the platform