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+An '''external''' user is a customer, supplier or other.+In both cases, permissions defines rights on Dolibarr, also external user can have a different menu manager than internal user (See Home - Setup - Display)+
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+{{ToComplete}}
−{{ExamplesCaseEn
−|name=UCMU01:
−|situation=
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<!-- BEGIN origin interlang links -->
+<!-- You can edit this section but do NOT remove these comments
+ Links below will be automatically replicated on translated pages by PolyglotBot -->
+[[fr:Module_Utilisateurs]]
+[[es:Módulo_Usuarios]]
+[[de:Modul_Benutzer]]
+[[zh:用户模块]]
+<!-- END interlang links -->
+
[[Category:Users]]
[[Category:Users]]
[[Category:List of Modules]]
[[Category:List of Modules]]
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= Introduction =
= Introduction =
−Module Users is a mandatory module. It's the only Dolibarr module you can't disable. Its role is to manage permissions into Dolibarr, so to manage following entities:
+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 users
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There is no particular setup actions for this module.
There is no particular setup actions for this module.
−= Life cycle / Business rules =
+= Definitions =
−An '''internal''' user is a user that is part of your company/foundation.
+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
−== Create an internal user ==
+= Life cycle / Business rules =
+== Creating an internal user ==
Creating internal user is straight forward:
Creating internal user is straight forward:
Go to menu '''Home -> Users & groups -> New user.
Go to menu '''Home -> Users & groups -> New user.
'''
'''
−== Create an external user ==
+== Creating an external user ==
−To create an external user, go on the card of contacts/addresses of a third party, then click on button "Create 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.
−== Define permissions ==
+== Defining permissions ==
Go on tab "Permission" of the user card and click on the + or - to give or remove permission.
Go on tab "Permission" of the user card and click on the + or - to give or remove permission.
−Note that a user owns permission of himself and all permissions of groups it user owns to user's groups.
+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.
+= Related videos =
+<youtube width="280">GPtZXQxzlFM</youtube>
+Users (no group) :
+(vocal in french but subtitles are available and review in this language)
−= Examples of use cases =
+<youtube width="280">Xrf16rs2gG8</youtube>
−