Users and Roles

Overview#

One of the important features of the admin area is controlling what admins can access and manage. For example, you may want to give a salesperson different access than support operators. CloudOnex Business Suite allows you to manage users and their access permissions through a robust user and role management system. You can add unlimited users and assign specific roles to control what features and data they can access within the system.

Managing Users#

Adding New Users#

1. Navigate to Settings → Users
2. Click on the "Add New User" button
3. Fill out the user form with the following information:
   • Full Name
   • Email Address (will be used as username)
   • Password
   • User Type (Admin or Employee)
   • Assign Role (select from pre-configured roles)
4. Click "Save" to create the user

Managing Existing Users#

• View all users from Settings → Users
• Edit user details by clicking the edit icon
• Deactivate/reactivate users as needed
• Reset user passwords
• Change user roles

Role Management#

Understanding Roles#

Roles are collections of permissions that define what actions a user can perform within the system. This allows for granular control over system access.

Creating New Roles#

1. Go to Settings → Roles
2. Click "New Role" button
3. Enter role name
4. Set permissions by checking/unchecking boxes for different modules:
   • View: Allows viewing data
   • Edit: Allows modifying existing data
   • Create: Allows creating new data
   • Delete: Allows deleting data
   • All Data: Access to data created by all users (if unchecked, users can only access their own data)

Permission Modules#

Roles can be configured with different permission levels for various modules including:

• Sales
• Purchases
• Customers
• Banking & Transactions
• Reports
• Products & Services
• Support Tickets
• And more

Example Role Configurations#

Sales Representative Role

- Customers: View, Create, Edit
- Sales: View, Create
- Products: View
- Reports: View (own data only)

Support Staff Role

- Support Tickets: View, Create, Edit
- Customers: View
- Knowledge Base: View, Create, Edit