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.
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