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I need my fresh ERPNext instance structured so it can safely host several independent companies under one site. The goal is a clean, repeatable permission tree with three clear levels: • Level 1 – System Owner (Super Admin). This account stays reserved for me and one other trusted user and is used only to create companies, assign company-level admins, install apps and tweak global settings. • Level 2 – Company Admin. Each new company you create must receive its own admin account that can handle that company’s Accounting, Sales and Purchase modules only. These admins must be locked out of other companies and out of system-wide settings. • Level 3 – Company Users. Within each company we will need the standard Accountant, Sales User, Purchase User and Read-only roles plus a handful of additional custom roles that we will define together during the job. Every user must inherit the correct company restriction as well as the permissions tied to their role and module. Scope of work – Spin up the multi-tenant structure: create the first few sample companies and link them to their own Chart of Accounts. – Build the role profiles and permission rules for all three levels. – Enable Accounting, Sales and Purchase for every company; ensure no cross-company data leakage. – Create easy-to-follow steps (or a short screencast) so I can add more companies and users later without touching the Super Admin account. – Deliver a brief checklist so I can audit that each company admin and user is seeing only what they should. I already have the server and ERPNext installed; you will receive temporary Super Admin access. Let me know your estimated timeframe and any clarifying questions so we can get started right away.
Proje No: 40255355
6 teklifler
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Son aktiviteden bu yana geçen zaman 9 gün önce
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6 freelancer bu proje için ortalama ₹975 INR teklif veriyor

We have extensive experience setting up ERPNext for multi-company, multi-role environments and can structure your instance so each company operates fully independently while you retain full control as Super Admin. Our approach: Multi-Company Setup: Spin up initial companies, link each to its own Chart of Accounts, and ensure all modules (Accounting, Sales, Purchase) are active and isolated. Role Hierarchy & Permissions: Implement your three-tier model: • Level 1 – Super Admin: Full global access reserved for you and one trusted user. • Level 2 – Company Admins: Restricted to their company’s modules, no access to other companies or system settings. • Level 3 – Company Users: Standard and custom roles with module-level permissions and company-specific restrictions, fully inheriting from role definitions. Security & Data Isolation: Ensure no cross-company data leaks, with audit-friendly permissions. Documentation & Training: Provide step-by-step instructions (or screencast) for adding new companies and users, plus a concise checklist for auditing permissions. We’ll deliver a fully functional, secure multi-company ERPNext instance where all permissions are repeatable, transparent, and easy to manage, so you can scale confidently.
₹600 INR 9 gün içinde
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Hello sir, I understand that you need ERPNext configured to support multiple companies with proper permission levels and structured access control. I can help you set up the system owner, company-level admins, and user permissions correctly to ensure secure and organized multi-company management. I will also ensure the setup is clean, reliable, and easy to manage in the future. I am a Python developer with experience in software configuration and data systems, and I am confident I can complete this task efficiently. I am ready to start immediately and deliver within 5 days. Thank you.
₹600 INR 3 gün içinde
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I am an ERPNext Technical Consultant and CA Finalist with hands-on experience in full cycle ERPNext implementations, including multi company environments. I will structure your ERPNext instance with a secure level permission hierarchy: I will configure separate companies with their own Chart of Accounts, enforce strict company-level user permissions, prevent cross-company data leakage, and ensure clean module access control. You will receive structured role profiles, tested permission rules, SOP documentation for adding new companies and users without Super Admin access, and a validation checklist to audit visibility and restrictions. Estimated timeframe: 4–6 working days. Ready to start immediately.
₹1.050 INR 7 gün içinde
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I will configure your ERPNext instance into a secure, scalable multi-company structure with three clear access levels: System Owner, Company Admin, and Company Users. I will create independent companies with separate Charts of Accounts, build role profiles and strict user permissions to prevent cross-company data access, and ensure Accounting, Sales, and Purchase modules are properly restricted per company. The setup will be clean and repeatable, and I will provide step-by-step documentation and an audit checklist so you can safely add new companies and users without relying on the Super Admin account.
₹1.050 INR 2 gün içinde
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Mumbai, India
Ödeme yöntemi onaylandı
Mar 19, 2020 tarihinden bu yana üye
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