设置 - Revision history

ShengGang at 02:32, 3 July 2023

2023-07-03T02:32:40Z

← Older revision		Revision as of 02:32, 3 July 2023
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	通过配置菜单上的默认权限，可以通过配置默认权限（每次创建新用户时自动理解的权限）来避免每个新创建的用户的这些配置步骤。 [[Setup Security]].		通过配置菜单上的默认权限，可以通过配置默认权限（每次创建新用户时自动理解的权限）来避免每个新创建的用户的这些配置步骤。 [[Setup Security]].
	[[Category:Admin cn]]		[[Category:Admin cn]]
			[[Category:管理]]

ShengGang at 10:53, 1 July 2023

2023-07-01T10:53:19Z

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	~~[[Category:管理]]~~
	{{Template用户手册}}		{{Template用户手册}}
	{{TemplateMainPageZh}}		{{TemplateMainPageZh}}
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	在Dolibarr安装之后，必须设置Dolibarr参数以满足您的需要。		在Dolibarr安装之后，必须设置Dolibarr参数以满足您的需要。

	= 企业/组织 =		=企业/组织=
	第一个强制性步骤是定义你的企业/组织。为此，从主页中选择“主页”->设置>企业/组织''，并编辑您想要管理的企业/组织的信息。		第一个强制性步骤是定义你的企业/组织。为此，从主页中选择“主页”->设置>企业/组织''，并编辑您想要管理的企业/组织的信息。''

	* '''名称:'''企业/组织的名称		*'''名称:'''企业/组织的名称
	* '''Logo标志:''' 在这里加上你公司的标志 (.png, .jpg or .gif). 没有推荐的大小，但推荐格式是PNG没有透明层（Dolibarr使用不支持这种格式的FPDF）.		*'''Logo标志:''' 在这里加上你公司的标志 (.png, .jpg or .gif). 没有推荐的大小，但推荐格式是PNG没有透明层（Dolibarr使用不支持这种格式的FPDF）.
	* '''国家''' 别忘了定义你的国家，因为其他的选择取决于它。		*'''国家''' 别忘了定义你的国家，因为其他的选择取决于它。
	* '''增值税管理:''' 也告诉你是否必须管理增值税。		*'''增值税管理:''' 也告诉你是否必须管理增值税。

	= 模块 =		=模块=
	激活模块是第二个强制性步骤。你将激活哪些模块取决于你想用Dolibarr做什么。在大多数情况下，您可能希望使用所有模块。你必须逐个激活每个你计划使用的模块。例如，为了管理一个公司，你可以激活模块：第三方，发票和产品，但可能有更多的模块。		激活模块是第二个强制性步骤。你将激活哪些模块取决于你想用Dolibarr做什么。在大多数情况下，您可能希望使用所有模块。你必须逐个激活每个你计划使用的模块。例如，为了管理一个公司，你可以激活模块：第三方，发票和产品，但可能有更多的模块。

	若要激活所需的模块，请转到“首页”>设置>模块''，然后单击“状态”列中的“ON/OFF”按钮来启用它。		若要激活所需的模块，请转到“首页”>设置>模块''，然后单击“状态”列中的“ON/OFF”按钮来启用它。''

	标准模块列表定义在页面： [[:Category:List of Modules\|List of Modules]].		标准模块列表定义在页面： [[:Category:List of Modules\|List of Modules]].
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	一旦一个模块被激活，其中的一些模块可能需要一个特定的设置（如果模块需要自己的设置，点击在模块行右边出现的安装图标）。见 [[:Category:List of Modules\|documentation of module]]。		一旦一个模块被激活，其中的一些模块可能需要一个特定的设置（如果模块需要自己的设置，点击在模块行右边出现的安装图标）。见 [[:Category:List of Modules\|documentation of module]]。

	= 菜单 =		=菜单=
	在这里选择要为内部用户和外部用户使用的菜单管理器。菜单管理器更改左侧菜单和顶部菜单的标签、顺序和组织。		在这里选择要为内部用户和外部用户使用的菜单管理器。菜单管理器更改左侧菜单和顶部菜单的标签、顺序和组织。
	见 [[Menus system]] 。		见 [[Menus system]] 。

	= 显示 =		=显示=
	在这个页面上，您可以定义应用程序的强制语言和屏幕的外观和感觉。在第一次使用中，可以用默认值保存所有内容。		在这个页面上，您可以定义应用程序的强制语言和屏幕的外观和感觉。在第一次使用中，可以用默认值保存所有内容。

	''注意:'' 在这个屏幕上激活多语言选项，您将能够设置客户的首选语言以用自己的语言打印他们的Invocie/Propal/Order。产品翻译也将是可用的。		''注意:'' 在这个屏幕上激活多语言选项，您将能够设置客户的首选语言以用自己的语言打印他们的Invocie/Propal/Order。产品翻译也将是可用的。

	= 其他 (Boxes, Alerts, Security, Limits and accuracy, Emails, SMS, Dictionary setup...) =		=其他 (Boxes, Alerts, Security, Limits and accuracy, Emails, SMS, Dictionary setup...)=
	Other entries in Setup menu are advanced options. You can forget them if you want.		Other entries in Setup menu are advanced options. You can forget them if you want.
	* [[Setup Boxes]]
	* [[Setup Alerts]]
	* [[Setup Security]]
	* [[Setup Limits and accuracy]]
	* [[Setup PDF]]
	* [[Setup EMails]]
	* [[Setup SMS]]
	* [[Setup Dictionnary]]
	* [[Setup Other]]

	= 用户 =		*[[Setup Boxes]]
			*[[Setup Alerts]]
			*[[Setup Security]]
			*[[Setup Limits and accuracy]]
			*[[Setup PDF]]
			*[[Setup EMails]]
			*[[Setup SMS]]
			*[[Setup Dictionnary]]
			*[[Setup Other]]

			=用户=
	最后一步是创建用户并分配权限。几乎所有的模块，即使被激活较早，都是不可访问的，如果你不给许可。要做到这一点，你可以到菜单“主页”>“用户和组”来定义用户和他们的权限。注意，在启用新模块时，应考虑检查和重置用户权限。可用的权限列表取决于激活的模块（见上文）。建议在激活要使用的模块后配置权限。对于某些行为，如果您没有权利采取行动，Dolibarr将不显示您的行动。你可能会错过一些有用的或重要的特征。为了给用户或您自己提供权限，如果您是管理员，请转到“主页”>“用户和组”，选择所需的用户，然后单击其“权限”选项卡。		最后一步是创建用户并分配权限。几乎所有的模块，即使被激活较早，都是不可访问的，如果你不给许可。要做到这一点，你可以到菜单“主页”>“用户和组”来定义用户和他们的权限。注意，在启用新模块时，应考虑检查和重置用户权限。可用的权限列表取决于激活的模块（见上文）。建议在激活要使用的模块后配置权限。对于某些行为，如果您没有权利采取行动，Dolibarr将不显示您的行动。你可能会错过一些有用的或重要的特征。为了给用户或您自己提供权限，如果您是管理员，请转到“主页”>“用户和组”，选择所需的用户，然后单击其“权限”选项卡。

	通过配置菜单上的默认权限，可以通过配置默认权限（每次创建新用户时自动理解的权限）来避免每个新创建的用户的这些配置步骤。 [[Setup Security]].		通过配置菜单上的默认权限，可以通过配置默认权限（每次创建新用户时自动理解的权限）来避免每个新创建的用户的这些配置步骤。 [[Setup Security]].
			[[Category:Admin cn]]

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2021-06-28T23:32:33Z

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	[[en:~~Configuração_inicial~~]]		[[en:First_setup]]
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	[[Category:管理]]		[[Category:管理]]
	{{Template用户手册}}		{{Template用户手册}}

R.ivnun at 05:22, 27 June 2018

2018-06-27T05:22:54Z

← Older revision		Revision as of 05:22, 27 June 2018
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	{{TemplateMainPageZh}}		{{TemplateMainPageZh}}

	~~After Dolibarr installation, you must setup Dolibarr parameters to match your needs.~~		在Dolibarr安装之后，必须设置Dolibarr参数以满足您的需要。

	= ~~Company~~/~~Foundation~~ =		= 企业/组织 =
	~~The first mandatory step is to define your company~~/~~foundation. For this, from home page, choose menu "'''Home~~->~~Setup-~~>~~Company~~/~~Foundation~~''~~'" and edit informations for company or foundation you want to manage.~~		第一个强制性步骤是定义你的企业/组织。为此，从主页中选择“主页”->设置>企业/组织''，并编辑您想要管理的企业/组织的信息。

	* '''~~Name~~:''' ~~Name of your company or foundation~~		* '''名称:'''企业/组织的名称
	* '''~~Logo~~:''' ~~Add here a logo of your company~~ (.png, .jpg or .gif). ~~There is no recommended size but the image but the recommended format is png with NO transparent layer (Dolibarr use FPDF that does not support this format)~~.		* '''Logo标志:''' 在这里加上你公司的标志 (.png, .jpg or .gif). 没有推荐的大小，但推荐格式是PNG没有透明层（Dolibarr使用不支持这种格式的FPDF）.
	* '''~~Pays (country):~~''' ~~Don't forget to define your country because some other options depends on it.~~		* '''国家''' 别忘了定义你的国家，因为其他的选择取决于它。
	* '''~~VAT~~:''' ~~Also tell if you have to manage VAT or not.~~		* '''增值税管理:''' 也告诉你是否必须管理增值税。

	= ~~Modules~~ =		= 模块 =
	Activation of modules is the second mandatory step. What modules you will activate depends on what you want to do with Dolibarr. In most cases, you may want to use all modules. You have to activate one by one each module you plan to use. For example, to manage a company, you might activate modules: Third party, Invoices and Products, but probably a lot of more modules.		激活模块是第二个强制性步骤。你将激活哪些模块取决于你想用Dolibarr做什么。在大多数情况下，您可能希望使用所有模块。你必须逐个激活每个你计划使用的模块。例如，为了管理一个公司，你可以激活模块：第三方，发票和产品，但可能有更多的模块。

	~~To activate a module you want, go to page "'''Home-~~>~~Setup-~~>~~Modules'~~''~~" and click the button 'on~~/~~off' in the "Status" column to enable it.~~		若要激活所需的模块，请转到“首页”>设置>模块''，然后单击“状态”列中的“ON/OFF”按钮来启用它。

	~~List of standard modules is defined on page~~ [[:Category:List of Modules\|List of Modules]].		标准模块列表定义在页面： [[:Category:List of Modules\|List of Modules]].

	If you are not sure of the meaning of a module, you can activate it one by one and see what new menu appears in Dolibarr (the horizontal bar, also, after activating a module, check that you grant to yourself permissions on new features that were enabled). You can activate or deactivate a module when you want.		如果你不确定模块的含义，你可以一个一个地激活它，看看Dolibarr中出现了什么新的菜单（水平栏，也就是在激活了一个模块之后，检查你自己是否对启用的新特性授予了权限）。您可以在需要时激活或禁用模块。

	~~Once a module has been activated, some of them may need a particular setup (click on the setup icon that appears on the right of module line if a module needs its own setup). See~~ [[:Category:List of Modules\|documentation of module]] ~~for more informations.~~		一旦一个模块被激活，其中的一些模块可能需要一个特定的设置（如果模块需要自己的设置，点击在模块行右边出现的安装图标）。见 [[:Category:List of Modules\|documentation of module]]。

	= ~~Menus~~ =		= 菜单 =
	~~Choose here which menu manager you want to use for internal and external users. The menu manager changes the labels, orders and organization of left and top menus.~~		在这里选择要为内部用户和外部用户使用的菜单管理器。菜单管理器更改左侧菜单和顶部菜单的标签、顺序和组织。
	~~See page~~ [[Menus system]] ~~for more information.~~		见 [[Menus system]] 。

	= ~~Display~~ =		= 显示 =
	~~On this page, you can define force language of application and the look and feel of screens. In a first use, you can keep everything with default values.~~		在这个页面上，您可以定义应用程序的强制语言和屏幕的外观和感觉。在第一次使用中，可以用默认值保存所有内容。

	''~~Note~~:'' ~~Activating multilanguage option in this screen, you will be able to set prefered langauge of customer to print their Invocie~~/Propal/~~Order in their own language. Product translation will also be available~~		''注意:'' 在这个屏幕上激活多语言选项，您将能够设置客户的首选语言以用自己的语言打印他们的Invocie/Propal/Order。产品翻译也将是可用的。

	= ~~Other~~ (Boxes, Alerts, Security, Limits and accuracy, Emails, SMS, Dictionary setup...) =		= 其他 (Boxes, Alerts, Security, Limits and accuracy, Emails, SMS, Dictionary setup...) =
	Other entries in Setup menu are advanced options. You can forget them if you want.		Other entries in Setup menu are advanced options. You can forget them if you want.
	* [[Setup Boxes]]		* [[Setup Boxes]]
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	* [[Setup Other]]		* [[Setup Other]]

	= ~~Users~~ =		= 用户 =
	~~The last step is to create users and assign permissions. Almost all the modules, even activated earlier, are not accessible if you do not give permissions. To do this, you can go to the menu '''Home -~~> Users & Groups''' to define users and their rights. Attention, you should consider to check and reset the user rights when you enable a new module. The list of rights available depends on the activated modules (see above). It is recommended to configure permissions after activating the modules you want to use. For certain actions, if you do not have the rights to do an action, Dolibarr will not show you action. You might miss some useful or important features. '''To give rights to a user or yourself, if you are an administrator, go to Home -> ~~Users & Groups, select the desired user, then click on its 'Permission' tab.'''~~		最后一步是创建用户并分配权限。几乎所有的模块，即使被激活较早，都是不可访问的，如果你不给许可。要做到这一点，你可以到菜单“主页”>“用户和组”来定义用户和他们的权限。注意，在启用新模块时，应考虑检查和重置用户权限。可用的权限列表取决于激活的模块（见上文）。建议在激活要使用的模块后配置权限。对于某些行为，如果您没有权利采取行动，Dolibarr将不显示您的行动。你可能会错过一些有用的或重要的特征。为了给用户或您自己提供权限，如果您是管理员，请转到“主页”>“用户和组”，选择所需的用户，然后单击其“权限”选项卡。

	You can avoid these configuration steps for each new created user, by configuring the default rights (understand rights allocated automatically each time a new user created) by configuring the default permissions on the menu [[Setup Security]].		通过配置菜单上的默认权限，可以通过配置默认权限（每次创建新用户时自动理解的权限）来避免每个新创建的用户的这些配置步骤。 [[Setup Security]].

R.ivnun: Created page with "Category:管理 {{Template用户手册}} {{TemplateMainPageZh}} After Dolibarr installation, you must setup Dolibarr parameters to match your needs. = Company/Foundation = ..."

2018-06-27T04:51:49Z

Created page with "Category:管理 {{Template用户手册}} {{TemplateMainPageZh}} After Dolibarr installation, you must setup Dolibarr parameters to match your needs. = Company/Foundation = ..."

New page

[[Category:管理]]
{{Template用户手册}}
{{TemplateMainPageZh}}

After Dolibarr installation, you must setup Dolibarr parameters to match your needs.

= Company/Foundation =
The first mandatory step is to define your company/foundation. For this, from home page, choose menu "'''Home->Setup->Company/Foundation'''" and edit informations for company or foundation you want to manage.

* '''Name:''' Name of your company or foundation
* '''Logo:''' Add here a logo of your company (.png, .jpg or .gif). There is no recommended size but the image but the recommended format is png with NO transparent layer (Dolibarr use FPDF that does not support this format).
* '''Pays (country):''' Don't forget to define your country because some other options depends on it.
* '''VAT:''' Also tell if you have to manage VAT or not.

= Modules =
Activation of modules is the second mandatory step. What modules you will activate depends on what you want to do with Dolibarr. In most cases, you may want to use all modules. You have to activate one by one each module you plan to use. For example, to manage a company, you might activate modules: Third party, Invoices and Products, but probably a lot of more modules.

To activate a module you want, go to page "'''Home->Setup->Modules'''" and click the button 'on/off' in the "Status" column to enable it.

List of standard modules is defined on page [[:Category:List of Modules|List of Modules]].

If you are not sure of the meaning of a module, you can activate it one by one and see what new menu appears in Dolibarr (the horizontal bar, also, after activating a module, check that you grant to yourself permissions on new features that were enabled). You can activate or deactivate a module when you want.

Once a module has been activated, some of them may need a particular setup (click on the setup icon that appears on the right of module line if a module needs its own setup). See [[:Category:List of Modules|documentation of module]] for more informations.

= Menus =
Choose here which menu manager you want to use for internal and external users. The menu manager changes the labels, orders and organization of left and top menus.
See page [[Menus system]] for more information.

= Display =
On this page, you can define force language of application and the look and feel of screens. In a first use, you can keep everything with default values.

''Note:'' Activating multilanguage option in this screen, you will be able to set prefered langauge of customer to print their Invocie/Propal/Order in their own language. Product translation will also be available

= Other (Boxes, Alerts, Security, Limits and accuracy, Emails, SMS, Dictionary setup...) =
Other entries in Setup menu are advanced options. You can forget them if you want.
* [[Setup Boxes]]
* [[Setup Alerts]]
* [[Setup Security]]
* [[Setup Limits and accuracy]]
* [[Setup PDF]]
* [[Setup EMails]]
* [[Setup SMS]]
* [[Setup Dictionnary]]
* [[Setup Other]]

= Users =
The last step is to create users and assign permissions. Almost all the modules, even activated earlier, are not accessible if you do not give permissions. To do this, you can go to the menu '''Home -> Users & Groups''' to define users and their rights. Attention, you should consider to check and reset the user rights when you enable a new module. The list of rights available depends on the activated modules (see above). It is recommended to configure permissions after activating the modules you want to use. For certain actions, if you do not have the rights to do an action, Dolibarr will not show you action. You might miss some useful or important features. '''To give rights to a user or yourself, if you are an administrator, go to Home -> Users & Groups, select the desired user, then click on its 'Permission' tab.'''

You can avoid these configuration steps for each new created user, by configuring the default rights (understand rights allocated automatically each time a new user created) by configuring the default permissions on the menu [[Setup Security]].