Roles & Permissions

This article explains how access is managed in Reachware Fatoora through roles and permissions. It helps administrators define what users can view or do within the platform and apply access controls based on operational needs

What Is a Role?

A Role is a predefined set of permissions that determines what a user can:

View
Create
Edit
Delete
Export

Examples:

Super Admin
User
Custom roles

What Are Permissions?

Permissions define granular access control such as:

Can create invoices
Can export reports
Can manage users
Can access compliance dashboard

Creating a Custom Role

To create a role:

Go to Settings → Roles & Permissions
Click Add Role
Define:

Role name
Description
Status
Assign permissions
Save

Roles can be modified at any time.

Global Role Option

If enabled, a role can apply across:

All organizations
All companies
All branches

Otherwise, scope may be limited.

Recommended Role Structure (Example)

Role	Typical Scope
Super Admin	Full system access
Admin	Operational management
Finance User	Invoice & reporting
Viewer	Read-only access

Security Considerations

Warning

Review roles periodically
Avoid granting Super Admin unnecessarily