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
Related Topics
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