Roles & Permissions

Secure your organization by defining exactly what each team member can see and do.

Overview

Control access across all modules (Sales, Purchases, Inventory, etc.) using our granular permission grid.

Actions

1. Creating a Custom Role

1. Go to Accountant > Roles.
2. Click Add Role.
3. Role Name: Give it a title (e.g., "Inventory Manager").
4. Permissions Grid: Go through each module and check the specific actions allowed:
   • View: Read access to the module.
   • Create: Ability to add new records.
   • Edit: Ability to modify draft records.
   • Delete: Ability to remove drafts.
   • Void: Ability to reverse posted transactions.
   • Approve: Specific to workflow modules (e.g., PO approvals).
5. Click Save Role.

2. Updating Permissions

1. Select a role from the list.
2. Modify the checkbox grid to add or remove capabilities.
3. Click Update Role.
4. Effect: Changes take effect immediately for all users assigned to that role.

3. Deleting or Renaming Roles

• Rename: Click edit, change the name, and save.
• Delete: Roles can be deleted only if no users are currently assigned to them. Move users to a different role first.

[!TIP] Principle of Least Privilege: Start with minimal permissions (View only) and only add Create/Edit rights as needed for the user's job description.