Implementing Role-Based Access Control in ERPNext - Emmanuel Katto

ERPNext User Forum
1

Hello Frappe Community!

My name is Emmanuel Katto. I’m currently setting up ERPNext for our organization and need some guidance on implementing Role-Based Access Control (RBAC) effectively. Ensuring that users have the appropriate permissions while maintaining data security is a priority for us.

Here are a few specific queries I have:

  • What are the best practices for defining roles and permissions in ERPNext to align with organizational policies?
  • How can I manage access to custom fields and doctypes while ensuring compliance with our data governance guidelines?
  • Are there any built-in features in ERPNext that can help streamline the management of user permissions over time?

I would love to hear any suggestions, tips, or experiences you have regarding implementing RBAC in ERPNext.

Thank you for your assistance!

Best,
Emmanuel Katto

2

Hi,

Please refer to this Documentation and try out yourself, if you are facing any particular issue achieving your organization need, you can always comeback with specific question: Permissions (erpnext.com)

Thanks,

Divyesh Mangroliya