Knowledge Base Manage Roles Understanding Roles and Permissions

Understanding Roles and Permissions

By System Updated Aug 04, 2026 71 views

Roles control exactly what each staff member can see and do in the system. A well-configured role system is critical for business security and data integrity.

How Roles Work

  • Each User is assigned one Role.
  • Each Role has a set of Permissions (e.g., "can create invoices", "can view reports", "can delete products").
  • If a user's role does not include a permission, the corresponding button, page, or menu item is hidden or disabled for them.

Default System Roles

  • Admin: Full access to all features. Should only be assigned to trusted senior staff.
  • Cashier: Access to POS, creating sales, and viewing basic stock. No access to reports or settings.
  • Accountant: Access to accounting, reports, and expense recording. Cannot change business settings or manage users.
📌 Note:Default system roles cannot be deleted. You can create unlimited custom roles based on your specific organisational needs.

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