How to Create a New User Account in SwilERP Software - SWIL Support

Create New User

How to Create New User in SwilERP Software

SwilERP has the ability to create multiple users with varying levels of access and permissions. With this option, you can create Multiple Users and give the rights that apply for Sales & Purchase transactions. When creating a new user in SwilERP, you can select their role, branch, employee type, and location. Follow the below mentioned steps to know the process.

Start with login in SwilERP dashboard to initiate the process

  1. Go to the Administrator Menu> User List option.
  2. A window of User List will appear in the next slide. Here you will see all the created users of software.
  3. Click on the New button to create a new user master.
Reference image:
User List Window

Process to Create New User

  1. Enter the Login ID & Password in the columns and confirm it.
  2. Select the Type of Employee in the column.
  3. Select Employee Master from the drop down list or you can create it from the new option.
  4. If you want to add Expiry Date i.e., validity date of user master then you can enter here.
  5. Select Role & Branch which you want to give to the user.
  6. Enter the Email/User ID in the column. Users can also login with email Id.
  7. Enter the Mobile number in the column.
  8. Similarly, you can fill other details of user i.e., Status, Lock days, Print count, etc.
  9. You can Allow sales above credit limit option for users.
  10. You can also select Stock Locations here.
  11. Email Settings, SMS Settings, and WhatsApp Settings options are available here.
Reference image:
User Details Window

Go to the Additional Details Section

  1. In the Additional Details tab you can give user rights for sales & purchase transactions.
  2. Tick mark on the options which you want to Apply for Sales.
  3. Similarly, tick mark on the options of Apply for Purchase.
  4. You can also give user rights for Schedules.
  5. Click on the Save button to save the user master.
Reference image:
Additional Details Tab
Note: All the details which have an asterisk(*) are mandatory to fill.

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