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Pharma ERP - User Guide

This guide shows administrators how to set up people in the Pharma ERP and shows everyone else how to sign in. Follow the steps in order and you will not need any technical knowledge.

DetailValue
Version0.2 (draft)
Document ownerYashil Patel
Subscription tierNot yet decided
Login addresshttps://pharmaplatformdemo.azurewebsites.net/

Who should read what​

If you are...Read these parts
A new team memberPart 1: Logging in
An administrator setting up peopleParts 2 to 9
Looking for a word you do not knowGlossary at the end

Quick start for administrators​

  1. Sign in to the ERP with the first (Root) account. It was created for you when the system’s first time setup is done.
  2. Create a role. A role decides what a person is allowed to see and do.
  3. If you want to limit where or when someone can sign in, create a location and a shift.
  4. Add the person, pick their role and click Save.
  5. Send the person their email and password. They sign in and land on the Dashboard.

Guide Index​

1. Logging in

2. Setting up a new Member

3. Roles: deciding what each person can do

4. Access Locations: where people can sign in from

5. Access Shifts: when people can sign in

6. Adding a new person

7. Managing existing people

8. Common problems and what to do

9. Other System Settings screens

Glossary

Still to be confirmed