Users and permissions from your ERP

Dashmor can follow the access you already manage in your ERP, so you don't keep two lists. It's on every plan, and it's on by default.

What it does

Matches people in Dashmor to their ERP login by email address.
Switches people off in Dashmor when their ERP login is switched off, and back on when your ERP turns it back on. A person an admin switched off by hand stays off. The firm's owner is never switched off.
Shows each person only their projects: the projects they manage, projects they're on the team for, and any org units or clients they're given in your ERP. This applies everywhere: dashboards, invoices & payables, search, Ask Dashmor, exports, scheduled reports and alerts.
Firm-wide numbers from the general ledger (revenue, net income, cash, P&L) are only for your ERP logins with access to all projects, or roles you mark as full access.
Owners and admins in Dashmor always see everything.

It updates on every sync, so changes in your ERP show up in Dashmor within your sync interval.

Set it up

There's nothing extra to publish in your ERP: users and project access come through the same Dashmor endpoint as everything else. See Connect your ERP.

Finish setup and let the first sync reach 100%.
Open Settings › People & access. Match people to their ERP logins is already on.
Leave Switch people off when your ERP does and Show people only the projects they can see in your ERP on, or turn either off.
Under your ERP roles that see everything, pick roles such as Accounting or Executive that should see the whole firm.

The table shows each person, their ERP login and role, and what they can see. Select Sees on any person to list the exact projects.

Invite people from your ERP

Below the table, open active your ERP users aren't in Dashmor yet, select people, choose viewer or member, and select Invite. Each person gets an email to choose a password and sees only what your ERP allows.

Good to know

People without a matching your ERP login see no project data while this is on. Add them in your ERP, or make them an admin in Dashmor.
Dashmor never writes anything back to your ERP.