Modulo utenti: gestione utenti / gruppi e relativi permessi

Introduction

Module Users is a mandatory module. It's the only Dolibarr module you can't disable. Its role is to manage users, groups and their permissions into Dolibarr, so to manage the 2 following objects:

Dolibarr users Dolibarr user groups

Installation

This module is always enabled and is the only module that can't be disabled, so there is nothing to do to install it.

Configuration

There is no particular setup actions for this module.

Definitions

An internal user is a user (with its own login to the application) who is part of your company/foundation and can use the Dolibarr system.

An external user can be a customer, a supplier or other who is permitted to use the Dolibarr system. So an external user is a user (with its own login to the application) but always linked to a thirdparty object (customer or supplier)

In both cases, permissions define the access level (read, write, delete) on the data.

The main difference between an internal and an external user is that an external user can see (if permissions were granted) ONLY the objects linked to the third party of the user. So the external user "Mr smith" of the company "Smith and co" can only see orders, invoices, proposals, ... created for the company "Smith and co".

So external users are mostly used to give an access to the ERP to your customer or resellers so they can't see nothing related to other customer or suppliers. Internal users are often used to give access to the employees.

Note that external users can also have a different menu manager than internal users (See Home - Setup - Display), but this is not often used

Life cycle / Business rules

Creating an internal user

Creating internal user is straight forward: Go to menu Home -> Users & groups -> New user.

Creating an external user

Creating external user is a bit complex:

To create an external user, you have to access card of contacts/addresses of a third party.

Third parties->Contacts/Addresses->List, select the contact, then click the button "Create user".

Note: The "Create user" button will appear if the contact/address is not a user of the Dolibarr system. On the other hand if the contact/address already is a user and has Dolibarr login permission, then "Create user" button will not appear in the contacts/addresses card.

Defining permissions

Go on tab "Permission" of the user card and click on the + or - to give or remove permission.

User card is to be reached: Home->Users & Groups->Users

Note that a user owns permission of himself and all permissions of groups the user is part of.

Tags

You can define some tags. Each user can then be linked to 0 to n tags.