Roles

Set staff account permissions

When you create a new User / Staff, you will set the Roles. You will be able to create Roles from Settings → Roles

Creating new Role

• Go to Roles under Settings
• Click "New Role" button-
  
• Set permissions in the checkbox
  

Understanding Role Permissions

With following permissions checked for each modules your staff / user will be able to- 

• View: viewing data
• Edit: editing the data along with view
• Create: creating data
• Delete: deleting data
• All data: Will be able to manage all data. All data means- Data created by logged in user + the data created by other users

Example:

You want to create a Salesman user and want to give permission for creating customers and invoice but allow only to view the invoices and customers this person created. To achieve this, you will create a Role with unchecked "All data" for the modules Sales, Customers, Companies etc. And assigned this Role to this person.