Manage your users, user groups, and permissions
Create your employee/user accounts
Set up user accounts for employees (internal users) and/or customers, suppliers, or partners (external users) to manage access to your Dolibarr platform. By creating accounts for employees, you enable them to view data and engage with all relevant application features, such as Third Parties, Business Documents, and other modules, based on assigned access permissions.
Setting up a user account is simple: just add a name, username, and password. Additional details, such as job role, gender, notes, external file attachments, and status, can also be included. You can even assign a specific color to each user, making it easy to identify their activities on the agenda module.
Define the hierarchy of your employees/users
Establish an employee hierarchy to streamline approval processes. With a defined reporting structure, supervisors are automatically notified to review and validate employee requests—such as leave applications and expense reports—across relevant modules.
Define an hourly rate for each of your employees
Define an hourly rate for each employee, so that if they use the timesheet feature, their time spent will be converted into a value in your currency. If you use the module Project, you will be able to see the cost applicable for the time spent by your employees as part of the profitability of your projects.
Set an user e-mail and a nice corporate email signature
Saving an e-mail address on the user’s card will allow the user to send emails from within Dolibarr. Their signature will be displayed in each email sent from Dolibarr.
Set permissions for your users or groups
You can prevent users from having access to certain Dolibarr features and confidential data by defining appropriate user permissions on the user card’s ‘permissions’ tab.
If you have a lot of users, then you must consider creating user groups, define permissions on those user groups, and assign users to those groups.
Personalize the display for each user
Each user can personalize the environment, including language, theme, entry page, and also the dashboard.
Leave requests, expenses reports, and timesheets
Depending on which applications and enabled and which permissions have been assigned, users will have the ability to create leave requests, expense reports, and timesheets. Leave requests and expense reports will have to be approved by the user’s supervisor, who will be notified via email when a leave request or expense report is submitted by the user.
More information on how to manage users, groups, and permissions is available in this video…