Role and Permission

Configure system roles and permissions.

Location: Sidebar → Settings → Roles & Permissions

From here you can view all roles along with their permission details.

Field – Description

• Name – Name of the role.

•  Users – Number of users assigned to the role.

•  Number of Permissions – Total permissions assigned to the role.

  
  

Action – Description

• Edit – Modify role details.

•  Assign Permission – Add or update permissions assigned to the role.

•  Delete – Remove the role from the system.

  
  

Assign specific permissions to a selected role.

Permissions are grouped by modules. Each module contains multiple actions.

Modules Include:

• Accounts

• Activity Logs

• Amazon

• Amazon Ledger

• Currencies

• Customers

• HR

• Inventory

• Products

• Purchase Orders

• Reports

• Return Orders

• Roles

• Sales Orders

• Settings

• Suppliers

• Transactions

• Translations

• Users

Each module may include the following permission types:

Permission – Description

• Create – Allow creating new records.

•  View – Allow viewing records.

•  Update – Allow editing existing records.

•  Delete – Allow deleting records.

•  Export – Allow exporting data.

•  Special Actions – Additional actions based on module (e.g., Approve, Refund, Restock, Ship).

• Select All – Select all permissions within a module.

•  Individual Selection – Enable or disable specific permissions as needed.

• Submit – Save assigned permissions to the role.

• Cancel – Discard changes and exit.

Search: Use the search option to quickly find roles by entering the role name.

Create a new role and assign permissions.

Field – Description

Name – Enter the name of the role.

Assign permissions by selecting from different modules.

Modules Include:

• Accounts

• Activity Logs

• Amazon

• Amazon Ledger

• Currencies

• Customers

• HR

• Inventory

• Products

• Purchase Orders

• Reports

• Return Orders

• Roles

• Sales Orders

• Settings

• Suppliers

• Transactions

• Translations

• Users

Permission – Description

• Create – Allow creating new records.

•  View – Allow viewing records.

•  Update – Allow editing records.

•  Delete – Allow deleting records.

•  Export – Allow exporting data.

•  Special Actions – Additional actions based on module (e.g., Approve, Refund, Ship).

• Select All – Select all permissions within a module.

•  Individual Selection – Choose specific permissions as needed.

• Create – Save and create the role.

•  Create & Create Another – Save and open a new form to create another role.

•  Cancel – Discard changes and exit.