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Role & Permissions ​

By using roles & permissions, you can control your staff members. Permissions are predefined and you can create roles according to your requirements and assign permissions to that role. Each staff member must have a role so that they can access only the parts of the application assigned to their role.

Creating a Role ​

To create a role, follow these steps:

  • Go to Settings → Role & Permissions
  • Create New Role and assign permissions
  • You can create many roles according to your requirements using permissions (e.g., Sales Manager, Accountant, etc.)
  • The Admin Role is predefined and cannot be deleted

Managing Roles ​

From the roles page, you can:

  • Edit - Modify role name and permissions
  • Delete - Remove a role (only if no staff members are assigned)

TIP

Create specific roles with limited permissions for different team members. For example, an Accountant role may only need access to invoices, payments, and reports.