User Rights

Manage User Rights and Access Control

1. Employee Selection

• The system must provide a mandatory searchable dropdown field labeled "Select Employee".
• The rights grid should remain disabled or empty until an employee is actively selected.

2. Access Configuration Grid

• The system must display a tabular grid listing all available modules under "Menu Names (Web | App)".
• For each module, the system must provide three distinct "Menu Rights" radio button options:
• No-Access: The user cannot see or interact with the module.
• Read Only: The user can view the data but cannot make any modifications.
• Read Write: The user has full control to view, create, edit, or delete records within the module.
• The grid must visually indicate if a module is applicable to the Web, the Mobile App, or both (e.g., Module Name | NA means Web only, NA | Module Name means App only).

3. Save Functionality

• A primary "Save" button must be available to commit the configured rights to the database.
• Upon saving, the system should trigger a success notification and immediately apply the updated access policies to the selected user's account.

Module Access Explanations (Dictionary of Rights)

To facilitate test case creation and system understanding, below is the one-line explanation for each assignable right, grouped by functional area:

Core Setup & Master Data

• Employee/User Master: Manage official employee records and system login credentials.
• User/Department Rights: Configure granular system access control for individuals or entire departments.
• Customer/Party/Vendor Master: Maintain centralized profiles for clients, business partners, and suppliers.
• Branch/Warehouse Master: Define the physical or logical locations of offices and storage facilities.
• Item/Brand/Category/Unit Master: Configure product catalogs, grouping hierarchies, and measurement metrics.
• Batch Master: Track and manage specific production or procurement batches.
• Beat/Doc Prefix Master: Define geographical sales routes (beats) and configure standard prefixes for auto-generated documents.

CRM & Lead Management

• CRM / Lead Management: Access the complete customer relationship pipeline.
• Add/Edit Lead: Specific permissions to input new prospective clients or modify existing ones.
• Lead Source/Stage: Configure where leads originate from and their current phase in the sales funnel.
• Company Target / Target Allocation: Define overarching business goals and distribute them among sales teams.

Sales & Operations

• Sales Records / Sale: Access general logs of finalized sales transactions.
• Sales Order (Pending/All): Manage the complete lifecycle of customer orders from initiation to fulfillment.
• Sale Visit / Team Visits: Log and monitor physical client visits made by the field sales team.
• Beat Planning / Beat Performance: Schedule field routes and evaluate the efficiency of personnel on those routes.
• Discount (Product/Party Wise): Apply predefined pricing reductions based on specific items or customer profiles.
• Sale Return for Sale Invoice: Process goods returned by customers against their original invoices.
• My DSR (Daily Sales Report): Submit and review daily summaries of sales activities.

Purchasing & Inventory

• Purchase Order / Add Purchase Invoice: Initiate requests to suppliers and log the resulting billing documents.
• Purchase Return for Purchase Invoice: Manage the return of defective or excess stock back to suppliers.
• Stock / Stock Ledger: View real-time inventory counts and the historical log of stock movements.
• Inward / Outward Transfer: Document the physical movement of inventory arriving at or leaving a facility.

Finance & Accounting

• Receipt / Payment / Payment Posting: Register incoming funds, outgoing disbursements, and reconcile them with accounts.
• Voucher Printing: Generate physical or PDF copies of financial transaction records.
• Transaction List / Party Ledger: View the master list of all financial movements and detailed account statements for specific partners.
• Adjustment / Debit Note / Credit Note: Execute accounting corrections and manage financial claims against or for partners.
• Credit Limit: Set the maximum allowable financial exposure for a specific customer or party.

HR, Attendance & Leave

• HR Section / On-Boarding Request: Access general human resources tools and manage new hire workflows.
• Add / Leave Approval / My Leaves: Request personal time off, manage individual leave balances, and authorize team requests.
• App / Team / Regularised Attendance: Track daily check-ins, oversee team availability, and correct attendance anomalies.
• My Expenses / Expense Approval: Submit personal reimbursement claims and authorize claims submitted by subordinates.

System, Reports & Dashboard

• Dashboard: View the high-level graphical summary of key business metrics.
• Reports / Report Rights (Multi User): Generate data analytics and define who has clearance to view specific business reports.
• My Team / Team Performance: View organizational hierarchies and track the KPI fulfillment of direct reports.
• My Inbox / My Outbox: Manage internal system notifications and communications.
• My Scheme / My Partner: Track active promotional strategies and manage partner engagement portals.
• Bulk Upload Tool: Import large volumes of data directly into the system using standardized files (e.g., CSV/Excel).
• Profile / Change Password: Manage personal account details and update security credentials.