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Adding new users & roles

A guide on how to create user accounts and manage their access

Updated over 2 weeks ago

Users are the unique accounts that you create for your employees to log into your system.

They have their own calendar to create activities and you can assign bespoke roles to these user accounts to track what users can view and action in your system, e.g. remove invoicing from a hire controller.

Your users can log in anywhere, anytime, on any device.

Adding your roles

If you’re adding user accounts, we recommend thinking about your roles. Roles determine what a user can and can’t do when using ERP Go. For example, you could set up the system so your Sales team can only see your products and sales orders, or your Accounts team can only see financial information.

Find Roles by going to System Setup > Roles. We have created a few roles for you so you can kick start creating your users.

Check out our guide on Role Creation for more handy tips.

Creating a user

To add a new user account, head to System Setup > Users, then click the blue add user button.

Check out our handy guide on user creation and how to manage your seats.

Pricing

Keep in mind that ERP Go is billed on a per-user account basis, so adding additional user accounts will incur a charge. Check out our pricing page for details.

Questions about pricing? We’re happy to help! Start a conversation using the blue help bubble in the bottom right-hand corner of your system.

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