Roles And Permissions
Roles and Permissions define access once per job function instead of per person. You build a role from the modules that job needs, then assign it to users — so a new starter inherits the right access immediately and changes apply to everyone doing that job.
Where to find it
Go to Setup > Users & Void > Roles & Permissions, then Add New.
Key Concepts
| Concept | Meaning |
|---|---|
| Roles | A named set of permissions matching a job function — Sales Clerk, Storekeeper, Accountant. |
| Modules | The functional areas access is granted over. Only modules in your subscription pack appear. |
| All Features | A shortcut granting every module at once, instead of ticking each one. |
Building a role
- Give the role a name that describes the job, not the person.
- Tick the modules that job needs. Leave the rest — anything unticked is hidden from the user entirely.
- Save, then assign the role when creating or editing a user.
Grant the minimum the job requires. Void, edit and setup permissions deserve particular thought — they are the ones that let somebody undo work rather than do it.
How roles interact with user roles
Roles here control module access. They apply to users on the User role only — Admin and Super Admin are not restricted by them, as described in Users and Their Permissions.
Related pages
- Users and Their Permissions — assigning roles to people
- Users Login History — verifying who is using the system
- Delete and Void — a permission worth restricting