v1.0.0 Stable

Company Preference - Roles

Roles preferences allow you to define user roles within your company, assign permissions, and control access to different features and functionalities.

Company Preference Roles Settings
Figure 1.0: The Roles settings interface.

1. Overview

Roles and permissions system provides granular control over what users can access and perform within the platform.

  • Role-Based Access: Define roles with specific permission sets.
  • Permission Control: Grant or deny access to specific features and actions.
  • User Assignment: Assign users to appropriate roles based on their responsibilities.
  • Audit Trail: Track role changes and permission assignments.

2. Default Roles

The system includes pre-configured roles with standard permission sets:

Role Description Key Permissions
Admin Full system access with all permissions. All permissions
Manager Management access with most operational permissions. Products, Sales, Purchases, Reports
Cashier POS operations and sales processing. POS, Sales, Customers
Warehouse Staff Stock management and warehouse operations. Stock, Purchases, Transfers
Viewer Read-only access to reports and dashboards. Reports, Dashboard (view only)

3. Permission Categories

Permissions are organized into functional categories:

  • Dashboard: Access to dashboard and analytics.
  • Products: Product creation, editing, and deletion.
  • Stock: Stock management, transfers, and adjustments.
  • Sales: Sales processing, invoicing, and returns.
  • Purchases: Purchase orders and returns.
  • Reports: Report generation and viewing.
  • Users: User management and role assignment.
  • Settings: System configuration and preferences.

4. How to Configure Roles

Follow these steps to configure roles and permissions:

  1. Navigate to Company Preference > Roles from the sidebar menu.
  2. Review existing roles and their permission sets.
  3. Create custom roles by clicking "Add New Role".
  4. Assign permissions by checking/unchecking permission boxes.
  5. Assign users to roles in the User Management section.
  6. Click Save to apply role changes.
Important Note: Role changes affect user access immediately. Test role configurations with test users before applying to production accounts.

5. Best Practices

Follow these best practices for role and permission management:

  • Principle of Least Privilege: Grant only necessary permissions for each role.
  • Role Hierarchy: Maintain clear role hierarchy for easy management.
  • Regular Audits: Audit role assignments and permissions quarterly.
  • Documentation: Document role responsibilities and permission sets.
  • Separation of Duties: Separate critical functions across different roles.