Getting Started-System Access, Users and Roles

Purpose of this Training

This training introduces users to the basic system access and setup required to start working in ProjectVIEW ERP.

After completing this training, users will be able to:

• Log in to the system

• Understand user roles and permissions

• Navigate between projects

• Perform basic setup actions required before working with project data

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System Access & Login

In this section, users will learn:

• How to access ProjectVIEW ERP

• Login requirements and security considerations

• Password policies and session management

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Users, Roles & Permissions

ProjectVIEW uses role-based access control to ensure data security and proper responsibility allocation.

This training covers:

• User account creation

• Role assignment

• Permission levels per module

• Best practices for user management

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Project Selection & Navigation

Users will see how to:

• Select and switch between projects

• Navigate the main menus and modules

• Use filters, search, and dashboards

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Initial Setup Checklist

Before working on live projects, users should verify:

• User roles are correctly assigned

• Project access is granted

• Default settings are reviewed

• Reporting permissions are enabled

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Training Video

Embed the Getting Started – Login, Users & Roles video here

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What’s Next

After completing this section, continue with:

Project Setup & Configuration