[docs] updated toc and added projects docs
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docs/user/setup/docs.user.setup.company.md
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docs/user/setup/docs.user.setup.company.md
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{
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"_label": "Company Setup"
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}
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---
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Enter your company details to complete Company Setup. Mention the type of business, under Domain. You can enter manufacturing, retail, or services depending on the nature of your business activity. If you have more than one companies, create the setup under the Company Setup page.
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> Setup > Company > New Company
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{
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"_label": "Setting up Users, Roles and Permissions"
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"_label": "Setting up Permissions"
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}
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---
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ERPNext has a role-based permission system, which means that you can assign Roles to Users, and permissions on Roles.
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## Users (Profile)
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Each ERPNext user has a Profile. The Profile contains the user’s email and authentication and can be set from:
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> Setup > Users and Permissions > Users
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#### Adding a new User
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To add a new user, click on “Add” button and enter the user’s
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- Email Id
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- First Name
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- Last Name
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- Password
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An invitation email will be sent to the user with the login details.
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#### Setting Roles
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ERPNext comes with a bunch of predefined roles. Each role comes with predefined permissions. See the Preset Permission Chart to find out what permission each role comes with.
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After creating the User, you can add / remove Roles for that User by clicking on “Roles” button. To find out what permission each role has, click on the “?” sign next to the Role.
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You can also create new Roles as you wish via
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> Document > Role
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#### Security Settings
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- Enabling / disabling users: You can enable or disable users. Disabled users will not be able to log in.
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- Setting login time: If login time is set, users can only log-in within the defined hours as per your timezone.
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- Change Password: You can update the user’s password by setting the password field.
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## Permissions
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ERPNext has a very powerful permission structure that will allow you to set permissions right up to the field level.
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Permissions are applied on:
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@@ -56,6 +21,11 @@ ERPNext comes with pre-set permission rules that you can change anytime by going
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> Setup > Users and Permissions > Permission Manager
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## Using the Permission Manager
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The Permission Manager is an easy way to set / unset permission rules. The Permission Manager allows you to monitor rules per Document Type.
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docs/user/setup/docs.user.setup.users.md
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docs/user/setup/docs.user.setup.users.md
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---
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{
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"_label": "Adding Users"
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}
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---
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ERPNext has a role-based permission system, which means that you can assign Roles to Users, and permissions on Roles.Each ERPNext user has a Profile. The Profile contains the user’s email and authentication and can be set from:
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> Setup > Users and Permissions > Users
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#### Step 1: Adding a new User
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To add a new user, click on “Add” button and enter the user’s
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- Email Id
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- First Name
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- Last Name
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#### Step 2: Password and Image
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Enter a new password and select the image of the user. Write a small description about the User under the heading Short Bio
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<br>
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> Roles will be visible only after you save the Docuemnt.
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#### Step 3 :Setting Roles and Email Settings
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Check the boxes which the User can access. ERPNext comes with a bunch of predefined roles.
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Enter his email settings. The message will appear at the end of every mail.
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#### Step 4: Security Settings
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- Enabling / disabling users: You can enable or disable users. Disabled users will not be able to log in.
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- Setting login time: If login time is set, users can only log-in within the defined hours as per your timezone.
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If you wish to give the user access to the system only between office hours, or during weekends, mention it under security settings.
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