Role Basics
1.1 What Is a Role?
A Role is a predefined set of permissions assigned to users.
Example roles:
- Admin
- Branch Manager
- Sales Head
- User
- Intern
Each role defines access level across modules.
View Existing Roles
2.1 View Existing Roles
Go to:
Settings → Users → Roles
You will see:
Role Name — Total Users — Action
Example entries:
Admin — 2 — (Edit / Delete)
Branch Manager — 1 — (Edit / Delete)
User — 19 — etc
This shows:
- How many users are assigned to each role
- Option to edit or delete role
Create New Role
3.1 Create New Role
Navigation Path:
Sales Module → Settings → User → Roles → Click on + Create New Role
Click:
- Create New Role
3.1.1 Step 1: Enter Role Name
Example:
- Junior Sales
- Inventory Executive
- Accounts Assistant
- Factory Operator
3.1.2 Step 2: Global Permissions
You can enable:
- Export Permission
- Mass Update Permission
- User Permission
- Mass Delete Permission
- Assignment Permission
These apply system-wide.