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Roles and permissions

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Menu: Administration → User & Roles → Roles

The list shows Role, Description and Status. Click Add Role.

Add New Role

1

Name the role

Enter Role Name * (for example Counter Sales or Accountant) and a Description.

2

Turn on modules

The list shows every module (135 in the demo), grouped as Finance, Inventory Management, Master Data and so on. Turn on the Status toggle for each module this role can use. Select All Modules turns every module on or off.

3

Pick permissions

Each module has permission chips such as Create, Update, List, View and Delete (for example Create Parties, View Parties). Pick the ones the role needs.

4

Save

Click Save Role.

Use Search Modules and Category to find a module quickly.

Don’t give Delete to counter staff. Keep it for the owner or manager.