1.1 Sales Person Role

Module — Create — Read — Update — Delete

Leads — Yes — Own — Own — No
Deals — Yes — Own — Own — No
Reports — No — No — No — No

Result:

• salesperson cannot see the other salesperson’s buyers.
• Cannot delete data.
• Cannot see company reports.
• Safe and controlled.

1.2 Branch Manager Role

Module — Create — Read — Update — Delete

Leads — Yes — All — All — No
Deals — Yes — All — All — No
Reports — No — All — No — No

Result:

• Can see all branch data.
• Cannot delete company data.
• Cannot change system settings.

1.3 Admin Role

Everything:

Create → Yes
Read → All
Update → All
Delete → All

Full control.

Module-Level Permissions

1.1 Module-Level Permissions

Below that you will see:

Module
Access
Create
Read
Update
Delete

Sale’s Modules include:

• Leads
• Deals
• Quotations
• Contacts
• Calls
• Meetings
• Visits
• Integrations
• Reports
• Settings – Users & Roles

Understanding Permission Columns

2.1 Access

If OFF → Module not visible
If ON → Module visible

2.2 Create
Can create new record

2.3 Read
Can view record

2.4 Update
Can edit record

2.5 Delete
Can delete record

Understanding Permission Levels

3.1 Permission Level Options (Per Module)

In each module, permissions are divided into:

Action — Options Available

Create — Yes / No
Read — All / Own / No
Update — All / Own / No
Delete — All / Own / No

This gives very powerful control.

What “All / Own / No” Means

4.1 ALL

Users can access all records in that module.
He can see:

• All leads
• All deals
• All branches data (if branch access given)

4.2 OWN

User can access only:

• Records created by them
  OR
• Records assigned to them

He can see:

• Only his assigned leads
• Only his deals
• Not other sales team data

This is ideal for:

• Field sales team
• Junior executives
• Telecallers

4.3 NO

User cannot:

• View
• Edit
• Access that section or that activity 

Module will either:

• Be hidden
  OR
• Be disabled

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.

Navigation Path:
Sales Module → Settings →  User → Roles → Click on + Create New Role

1.1 Roles & Permissions Guide

Roles allow you to control:

• Who can see what
• Who can create data
• Who can edit data
• Who can delete data
• Who can assign tasks
• Who can access reports

This helps prevent:

• Data leakage
• Unauthorized edits
• Operational confusion

Textile Business Example

1.1 Example Scenario

You have:

• HQ (Main Office)
• Adajan (Branch)
• Parvat Patiya (Branch)

You create:

• Admin → Full Access
• Branch Manager → Only Adajan
• Sales Person → Only Parvat Patiya
• Intern → Limited Access

Now:

• Each person sees only relevant data
• Owner sees all reports
• No data leakage across branches

Common Mistakes to Avoid

• Giving Admin access to everyone
• Forgetting to assign branch
• Deleting user instead of deactivating
• Not defining role properly

Final Checklist

• Invite sent
• Role assigned
• Branch access selected
• User accepted invite
• Status Active

Now your team is ready to work inside Wortal.

Understanding User Roles

1.1 Understanding User Roles

When assigning role, you can select:

• Admin
• Branch Manager
• User
• Intern
• And able to create a custom role as well

Each role has predefined permissions (based on your RBAC(Role-Based Access Control)).

Assign Branch Access

2.1 Assign Branch Access

While editing user access, you can:

• Select single branch
• Select multiple branches
• Select All branches

Example:

• Delhi
• Mumbai
• Bangalore

Branch-wise access ensures:

• Sales person sees only their branch data
• Branch manager sees their branch operations
• Admin sees all branches

Edit User Access

3.1 Edit User Access

Go to:
Settings → Users → Click Edit Icon

Popup shows:

• Email
• Branch selection
• Role
• Status Toggle

You can:

• Change role
• Add / Remove branch access
• Activate / Deactivate user

Click Save.

Activate / Deactivate User

4.1 Activate / Deactivate User

Inside Users list, status shows:

• ACTIVE (Green)
• INACTIVE (Red)

If you turn status off:

• User cannot login
• Data remains safe
• Access is blocked

Useful when:

• Employee leaves
• Temporary suspension
• Role change

WhatsApp Access Toggle 

5.1 WhatsApp Access Toggle

In Users table you will see:
WhatsApp toggle

This controls:

• WhatsApp integration access
• Chat / sharing features

Delete User

6.1 Delete User

Click the Delete icon.

6.2 Important

• Deleting user removes login access
• Past activity remains in reports
• Recommended to Deactivate instead of Delete

How to Create / Invite New User

Navigation Path:
Sales Module → Settings →  User → Users

The system includes a user invitation flow that allows a business owner or admin to add users to their business by sending an invitation to their email address along with an assigned role. After the invitation is sent, the system checks whether the email is already registered on the platform. If the user is already registered, they can log in and directly access the business with permissions based on their assigned role. If the user is not registered, they must first create an account using the invitation link sent to their email. Once the registration is completed, the system links the account to the invitation and grants the user access to the business according to the assigned role.

2.1.1 Step 1: Go to

Settings → Users

You will see:

• Users tab
• Roles tab
• Invite New User button

Click + Invite New User.

2.1.2 Step 2: Invite User

A popup will open.

2.1.3 Fill Required Details

Field — Description

Send To — Enter user’s email
Select Branch — Choose one or multiple branches
Select Role — Assign role

Click:

• Send Invite
  or
• Save as Draft

What Happens After Sending an Invitation?

• User receives email invitation
• Status shows as Pending (in Invited Users section)
• Once accepted → user becomes Active

User Management Guidance Under –  Wortal

User management allows you to:

• Add team members
• Assign roles
• Give branch-wise access
• Control permissions
• Activate / Deactivate users

You will see this screen when you create a new business 

Business Creation Guide

Why Business Setup Is Important?

Before using Wortal, you need to create your business profile.

This allows you to:

• Store your company details
• Add branches
• Add warehouses
• Add bank accounts
• Enable billing & GST
• Manage multi-branch textile operations

Business Profile Setup

2.1 Step 1: Go to Business Profile

Navigation Path:
Sales Module → Settings →  Business Profile

You will see three tabs:

• Business Profile
• Branch
• Bank Details

2.2 Step 2: Fill Business Profile Details

2.2.1 Upload Business Logo

Click on logo area
Upload your company logo

This logo will appear on invoices and Quotations.

2.2.2 Enter Business Information

Field — What to Enter

Business Name — Your registered company name
Industry — Select Textile / IT / Other
Currency — Default INR (change if needed)
Contact Number — Main business phone number
Email — Official company email
Website — Your website (if available)
PAN Number — Company PAN

After filling details, click Save.

Branch Setup

3.1 Step 3: Add Branch Details

If you have:

• Multiple offices
• Different godowns
• Different cities operations

You should create branches.

Go to:
Branch Tab → Click “+ Branch”

HQ will be a default system generated Branch, editable.

3.2 Fill Branch Details

3.2.1 Basic Information

• Branch Name
• Email
• Contact Number
• GSTIN (if applicable)

Fill all the details in HQ, as it will be reflecting in Quotations and Invoices.

3.2.2 Address Details

You must enter:

• Country
• State
• City
• Address Line 1
• Address Line 2 (optional)
• Landmark (optional)
• Pincode

Click Add New.

Warehouse Setup (Inside Branch)

Navigation Path:
Sales Module → Settings →  Business → Branch

4.1 Add Warehouse Inside Branch

After branch is created, you can:

• Add multiple warehouses
• Set one as Primary
• Activate / Deactivate warehouse

This is useful for:

• Textile stock Separation
• Separate godowns
• Multi-location inventory tracking

Primary Warehouse will be a default system generated warehouse, editable.

Bank Details Setup

Navigation Path:
Sales Module → Settings →  Business → Branch Details

5.1 Add Bank Details

Go to:
Bank Details Tab → Add New Bank

5.2 Fill Bank Details

Fields — Required

IFSC Code — ✅
Account Number — ✅
Account Holder Name — ✅
Account Type — ✅
Bank Name — ✅
Branch Name — ✅
UPI ID — Optional

You can:

• Multiple Banks can be added
• Different Banks can be added for different Branches
• Set one bank as Default Bank, to be used in quotation and invoices
• Edit or Delete later

This bank will be used in:

• Invoice printing
• Quotation documents

Final Checklist Before Starting Operations

6.1 Checklist

• Business Profile saved
• At least 1 Branch created
• At least 1 Warehouse added
• Default Bank added

Once done, you can:

• Add products/designs
• Start adding leads
• Create orders
• Generate invoices

Important Tips for Textile Businesses

• If you operate in multiple cities → Create separate branches
• If you only have one office but multiple godowns → Create multiple warehouses
• If you deal in GST billing → Ensure GSTIN is correctly added

Common Mistakes to Avoid

• Not setting Primary Warehouse
• Entering wrong GSTIN
• Skipping bank details (invoice will show blank)
• Using personal phone number instead of official number

How This Helps You

After proper business setup:

• Owner gets branch-wise reports
• Stock reports branch specific
• Orders are mapped correctly
• No confusion in billing
• Team access is controlled branch-wise

This structure supports:

• B2B textile account structure
• Multi-person decision flow
• Multi-branch delivery
• GST compliance
• Scalable address system
• Clean master data separation