Borg allows you to create a team structure with up to four levels, defined based on reporting hierarchy. There is no limit to the size of a team within Borg.

Add User

Step 1➖First Login to BORG ERP.

Step 2➖Click on the toggle button located in the top left corner of Admin dashboard to expand the menu options.Click on the “ User Management. ”

Step 3➖Clicking on the “User Management” opens a page where you can see a List of all your users. Click the “Add User” to “Add a New user.”

Step 4➖Fill all the details in the form and Select the Reporting Level and Reporting Manager from the Respective dropdown.After filling all the Details Click on the Submit button to Set the User Level and User Details.

Structure, Hierarchy and Reporting Level in BORG Suite ERP ➖

Structure:

BORG Suite ERP offers a “Four-level Team Structure” for managing user access and permissions.

Hierarchy / Level Definitions:

1. Level 4 (Top Level): This level is reserved for the Account Administrator who is also the Company Owner. They have full control over the BORG Suite account and user management.
2. Level 3 (Manager): Users assigned to Level 3 are typically Managers. They have a reporting line to the Level 4 Account Administrator and may have management permissions over Level 2 users.
3. Level 2 (Manager/User): This level can be used for both Managers and regular Users. Level 2 users typically report to Level 3 Managers and may have limited management permissions depending on their role.
4. Level 1: Level 1 is the most basic user level with the fewest permissions.

Admin

August 24, 2024

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