By creating and customizing roles, you can assign specific permissions to different users, ensuring that they only have access to the tools and information necessary for their tasks. Follow the steps below to add new roles, customize permissions, and save your changes effectively.
Step 1: Add Roles
To add new roles, kindly navigate to the "Roles" section located on the left-hand sidebar. Once there, proceed by clicking on the "Add" button positioned at the top-right corner of the page.
Step 2: Creating Custom Roles and Permissions
To create a new role, first enter the role name. Then, select the specific permissions by ticking the boxes for actions like viewing, adding, editing, and deleting across various modules including users, suppliers, customers, products, purchases, stock adjustments, purchase requisitions, purchase orders, point of sale, sales, cash registers, reports, settings, expenses, accounts, and others as needed.
Step 3: Saving Custom Role Adjustments
After configuring the desired permissions, click "Save" to preserve the changes made to the role.
