{"id":824,"date":"2026-04-02T09:43:26","date_gmt":"2026-04-02T09:43:26","guid":{"rendered":"https:\/\/www.sikasoftonline.net\/?p=824"},"modified":"2026-04-02T09:44:33","modified_gmt":"2026-04-02T09:44:33","slug":"user-profile","status":"publish","type":"post","link":"https:\/\/www.sikasoft.net\/index.php\/2026\/04\/02\/user-profile\/","title":{"rendered":"User Profile"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">The\u00a0<strong>User Profile<\/strong>\u00a0module governs granular system access and personal authorization limits for all staff members across Sikasoft. Unlike the &#8220;User Account&#8221; module (which handles basic demographics and global roles), this module assigns precise, menu-level permissions and exact financial authorization tier limits. Administrators use this interface to sculpt an employee&#8217;s exact access boundaries and print detailed Access Control Audit Reports.<\/p>\n\n\n\n<!--more-->\n\n\n\n<h2 class=\"wp-block-heading\" id=\"user-content-purpose\">PURPOSE<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Define exactly which application tabs, menus, and sub-menus a particular user can view or interact with.<\/li>\n\n\n\n<li>Enforce strict financial limits for operations such as Cash Withdrawals, Vault Transfers, and Loan Disbursements.<\/li>\n\n\n\n<li>Assign access via high-level module checkboxes (e.g., HR + Payroll, Fixed Asset Register) or granular table selections.<\/li>\n\n\n\n<li>Generate and print formatted HTML Audit Reports detailing a specific user&#8217;s complete permission matrix.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"user-content-step-by-step-guide\">STEP-BY-STEP GUIDE<\/h2>\n\n\n\n<p class=\"has-medium-font-size wp-block-paragraph\"><strong>Step 1 \u2014 Accessing the Main Dashboard &amp; Reviewing Global Access<\/strong><\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Navigate to the\u00a0<strong>Admin Setup <\/strong>module and select <strong>User Profile<\/strong> from the sidebar.<\/li>\n\n\n\n<li>The initial screen presents a &#8220;Global Modules&#8221; view, allowing for rapid, high-level access allocation.<\/li>\n\n\n\n<li>Select a\u00a0<strong>Branch Name<\/strong>\u00a0and then the specific\u00a0<strong>User Name<\/strong>\u00a0from the top dropdowns.\u00a0<em>Selecting a user will immediately query the database and populate their currently assigned permissions in the global list.<\/em><\/li>\n\n\n\n<li>To view a summarized breakdown of their access, click the grey\u00a0<strong>Print Report<\/strong>\u00a0button to generate a detailed, printable HTML audit sheet.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img fetchpriority=\"high\" decoding=\"async\" width=\"1024\" height=\"409\" src=\"https:\/\/www.sikasoftonline.net\/wp-content\/uploads\/2026\/04\/image-11-1024x409.png\" alt=\"\" class=\"wp-image-825\" style=\"aspect-ratio:2.503789916377329;width:738px;height:auto\" srcset=\"https:\/\/www.sikasoft.net\/wp-content\/uploads\/2026\/04\/image-11-1024x409.png 1024w, https:\/\/www.sikasoft.net\/wp-content\/uploads\/2026\/04\/image-11-300x120.png 300w, https:\/\/www.sikasoft.net\/wp-content\/uploads\/2026\/04\/image-11-768x307.png 768w, https:\/\/www.sikasoft.net\/wp-content\/uploads\/2026\/04\/image-11-1536x614.png 1536w, https:\/\/www.sikasoft.net\/wp-content\/uploads\/2026\/04\/image-11.png 1681w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"has-medium-font-size wp-block-paragraph\"><strong>Step 2 \u2014 Configuring Limits and Granular Menus<\/strong><\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>To modify or set up a new permissions structure, click the orange\u00a0<strong>Configure New User Profile<\/strong>\u00a0button.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img decoding=\"async\" width=\"1024\" height=\"409\" src=\"https:\/\/www.sikasoftonline.net\/wp-content\/uploads\/2026\/04\/confi-1024x409.png\" alt=\"\" class=\"wp-image-826\" style=\"aspect-ratio:2.503789916377329;width:561px;height:auto\" srcset=\"https:\/\/www.sikasoft.net\/wp-content\/uploads\/2026\/04\/confi-1024x409.png 1024w, https:\/\/www.sikasoft.net\/wp-content\/uploads\/2026\/04\/confi-300x120.png 300w, https:\/\/www.sikasoft.net\/wp-content\/uploads\/2026\/04\/confi-768x307.png 768w, https:\/\/www.sikasoft.net\/wp-content\/uploads\/2026\/04\/confi-1536x614.png 1536w, https:\/\/www.sikasoft.net\/wp-content\/uploads\/2026\/04\/confi.png 1681w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ol class=\"wp-block-list\">\n<li>The large\u00a0<strong>User Access Control list Modal<\/strong>\u00a0will appear.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img decoding=\"async\" width=\"1024\" height=\"574\" src=\"https:\/\/www.sikasoftonline.net\/wp-content\/uploads\/2026\/04\/image-12-1024x574.png\" alt=\"\" class=\"wp-image-827\" style=\"width:566px;height:auto\" srcset=\"https:\/\/www.sikasoft.net\/wp-content\/uploads\/2026\/04\/image-12-1024x574.png 1024w, https:\/\/www.sikasoft.net\/wp-content\/uploads\/2026\/04\/image-12-300x168.png 300w, https:\/\/www.sikasoft.net\/wp-content\/uploads\/2026\/04\/image-12-768x430.png 768w, https:\/\/www.sikasoft.net\/wp-content\/uploads\/2026\/04\/image-12.png 1223w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"has-medium-font-size wp-block-paragraph\"><strong>Step 3 \u2014 Setting Authorization Limits<\/strong>&nbsp;The top half of the modal controls the financial ceilings for the assigned user.<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Re-select the\u00a0<strong>Branch<\/strong>\u00a0and\u00a0<strong>User Name<\/strong>\u00a0at the top of the modal.<\/li>\n\n\n\n<li>In the\u00a0<strong>Authorization Limit<\/strong>\u00a0section, input the maximum monetary value this user is allowed to process un-authorized for:\n<ul class=\"wp-block-list\">\n<li><em>Loan Application &amp; Disbursement<\/em><\/li>\n\n\n\n<li><em>Transfers (Vault\/Teller\/Bank)<\/em><\/li>\n\n\n\n<li><em>Funds Transfer (Customer)<\/em><\/li>\n\n\n\n<li><em>Cash Withdrawal Limit<\/em><\/li>\n\n\n\n<li><em>Fixed Deposit Discounting &amp; Expenditure<\/em><\/li>\n\n\n\n<li><em>Journal Entries &amp; Data Capture<\/em><\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>To grant the user the ability to view other User Accounts, check the\u00a0<strong>Allowed To View User Account details<\/strong>\u00a0toggle at the top right.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"574\" src=\"https:\/\/www.sikasoftonline.net\/wp-content\/uploads\/2026\/04\/image-13-1024x574.png\" alt=\"\" class=\"wp-image-828\" style=\"aspect-ratio:1.784718349135527;width:557px;height:auto\" srcset=\"https:\/\/www.sikasoft.net\/wp-content\/uploads\/2026\/04\/image-13-1024x574.png 1024w, https:\/\/www.sikasoft.net\/wp-content\/uploads\/2026\/04\/image-13-300x168.png 300w, https:\/\/www.sikasoft.net\/wp-content\/uploads\/2026\/04\/image-13-768x430.png 768w, https:\/\/www.sikasoft.net\/wp-content\/uploads\/2026\/04\/image-13.png 1210w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"has-medium-font-size wp-block-paragraph\"><strong>Step 4 \u2014 Setting Granular Menu Permissions<\/strong>&nbsp;The bottom half of the modal lists every discrete application menu within Sikasoft.<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Scroll through the\u00a0<strong>Saved User Permissions<\/strong>\u00a0table.<\/li>\n\n\n\n<li>Check the box next to specific\u00a0<strong>Menu Items<\/strong>\u00a0(e.g.,\u00a0<em>Cash Deposit<\/em>,\u00a0<em>Admin Setup<\/em>) to grant the user access to that exact screen.<\/li>\n\n\n\n<li>Use the\u00a0<strong>Check\/Uncheck All<\/strong>\u00a0toggle in the table header to rapidly lock or unlock all menu items.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"539\" src=\"https:\/\/www.sikasoftonline.net\/wp-content\/uploads\/2026\/04\/image-14-1024x539.png\" alt=\"\" class=\"wp-image-829\" style=\"aspect-ratio:1.8991097922848665;width:652px;height:auto\" srcset=\"https:\/\/www.sikasoft.net\/wp-content\/uploads\/2026\/04\/image-14-1024x539.png 1024w, https:\/\/www.sikasoft.net\/wp-content\/uploads\/2026\/04\/image-14-300x158.png 300w, https:\/\/www.sikasoft.net\/wp-content\/uploads\/2026\/04\/image-14-768x404.png 768w, https:\/\/www.sikasoft.net\/wp-content\/uploads\/2026\/04\/image-14.png 1204w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"has-medium-font-size wp-block-paragraph\"><strong>Step 5 \u2014 Saving the Profile<\/strong><\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Once both the financial limits and the menu checkboxes are perfectly configured, click the primary orange\u00a0<strong>Update User Profile<\/strong>\u00a0button at the footer of the modal.<\/li>\n\n\n\n<li>The system will securely save both the\u00a0<code>Auth Limits<\/code>\u00a0and the\u00a0<code>Menu Permissions<\/code>\u00a0to the database, instantly updating the user&#8217;s operational boundaries on their next login session.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"539\" src=\"https:\/\/www.sikasoftonline.net\/wp-content\/uploads\/2026\/04\/Screenshot-2026-04-02-094003-1024x539.png\" alt=\"\" class=\"wp-image-831\" style=\"aspect-ratio:1.8991097922848665;width:543px;height:auto\" srcset=\"https:\/\/www.sikasoft.net\/wp-content\/uploads\/2026\/04\/Screenshot-2026-04-02-094003-1024x539.png 1024w, https:\/\/www.sikasoft.net\/wp-content\/uploads\/2026\/04\/Screenshot-2026-04-02-094003-300x158.png 300w, https:\/\/www.sikasoft.net\/wp-content\/uploads\/2026\/04\/Screenshot-2026-04-02-094003-768x404.png 768w, https:\/\/www.sikasoft.net\/wp-content\/uploads\/2026\/04\/Screenshot-2026-04-02-094003.png 1204w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"user-content-key-notes\">KEY NOTES<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Real-Time Module Toggling:<\/strong>\u00a0On the main screen, toggling a master module (e.g.,\u00a0<code>Teller<\/code>) automatically selects or deselects all underlying sub-menus assigned to that module within the data tables.<\/li>\n\n\n\n<li><strong>Audit Reporting:<\/strong>\u00a0The\u00a0<em>Print Report<\/em>\u00a0button intelligently disables itself until a valid customer is selected. The generated report includes time-stamps and branch mapping, ensuring regulatory compliance.<\/li>\n\n\n\n<li><strong>Safety Restriction:<\/strong>\u00a0The system dynamically prevents an administrator from arbitrarily assigning full system permissions to themselves (self-elevation). Attempting to do so triggers an alert block.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>The\u00a0User Profile\u00a0module governs granular system access and personal authorization limits for all staff members across Sikasoft. Unlike the &#8220;User Account&#8221; module (which handles basic demographics and global roles), this module assigns precise, menu-level permissions and exact financial authorization tier limits. Administrators use this interface to sculpt an employee&#8217;s exact access boundaries and print detailed Access [&hellip;]<\/p>\n","protected":false},"author":7,"featured_media":832,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[8,47],"tags":[],"class_list":["post-824","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-admin-setup","category-user-profile"],"_links":{"self":[{"href":"https:\/\/www.sikasoft.net\/index.php\/wp-json\/wp\/v2\/posts\/824","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.sikasoft.net\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.sikasoft.net\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.sikasoft.net\/index.php\/wp-json\/wp\/v2\/users\/7"}],"replies":[{"embeddable":true,"href":"https:\/\/www.sikasoft.net\/index.php\/wp-json\/wp\/v2\/comments?post=824"}],"version-history":[{"count":1,"href":"https:\/\/www.sikasoft.net\/index.php\/wp-json\/wp\/v2\/posts\/824\/revisions"}],"predecessor-version":[{"id":833,"href":"https:\/\/www.sikasoft.net\/index.php\/wp-json\/wp\/v2\/posts\/824\/revisions\/833"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.sikasoft.net\/index.php\/wp-json\/wp\/v2\/media\/832"}],"wp:attachment":[{"href":"https:\/\/www.sikasoft.net\/index.php\/wp-json\/wp\/v2\/media?parent=824"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.sikasoft.net\/index.php\/wp-json\/wp\/v2\/categories?post=824"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.sikasoft.net\/index.php\/wp-json\/wp\/v2\/tags?post=824"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}