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Users & Permissions

TaprNext uses Frappe users plus application roles. Invoice Manager also respects Legal Entity User Permissions so people only see the companies they work with.

These role names match the product (tapr_next constants):

RoleTypical responsibilities
System ManagerFull site admin: Tapr Settings, users, webhooks, storage, subscription
Accounts ManagerFinance oversight, approvals, cross-functional AP/AR visibility
Purchase ManagerAP processing: In Docs review, submit for approval
Sales ManagerAR processing: Out Docs create/review/send
PeppolService identity for PEPPOL network operations (platform user)
External PosterIntegration identity used for external posting flows

Assign one or more roles per user depending on their job. Most human users need Purchase Manager and/or Sales Manager plus Accounts Manager for approvers.

  1. Create the user under User in the desk.
  2. Assign roles.
  3. Restrict companies with User Permission on Legal Entity when the user should not see all entities.
  4. Administrators without LE restrictions see all legal entities.

Invoice Manager loads permitted legal entities for filters and create forms.

  1. Desk → User → Add User
  2. Set email, full name, and roles
  3. Send welcome email if desired
  4. Add Legal Entity User Permissions when required
  5. Confirm the user can open /flow and see the expected In Docs / Out Docs data

API keys are generated for a User and inherit that user’s permissions and legal entity scope. Prefer a dedicated integration user with least privilege for ERP or PEPPOL API access.

System Managers can generate keys (rate-limited). See REST API Reference.