User Management
User Management controls who can sign in to ERPX and which work each person can access. Create accounts, assign roles, adjust individual permissions, and allocate subscription seats. Use System Actions to review sessions and recorded changes.
How Access Works
| Control | What it determines |
|---|---|
| Account status | Whether the user is active in the organization |
| Sign-in method | Whether members use email and password or Google single sign-on |
| Subscription | Which modules and features the organization can use |
| Roles and capabilities | What an individual can view, change, approve, or assign |
| Seat allocation | Which users have a seat for ERP access; employee portal access does not require a seat |
An active account alone does not provide access to every ERP module. Review the user’s roles, individual permissions, subscription, and seat allocation together.
Sections
Create accounts, choose account setup options, import users, and manage bulk actions.
👤 UsersReview built-in roles, create custom roles, and assign several roles to a user.
🔐 Roles & PermissionsGrant or restrict individual permissions and feature access within your subscription.
User CapabilitiesRoute supported documents using fixed assignment, round robin, or load balancing.
User Assignment RulesAllocate and release existing seats separately from account status.
💺 Seat AllocationUnderstand email activation, Google sign-in, and how to request a sign-in change.
Sign-in & Google SSOManage your active sessions and review recorded field-level changes.
Sessions & Audit TrailSet Up a Team
- Review the organization’s sign-in method.
- Choose the roles each person needs.
- Create or import users and provide the appropriate sign-in instructions.
- Allocate seats to users who work in ERP modules.
- Review individual permission exceptions and assignment rules.