How to Create a Custom Role

Create custom roles for specific job functions — like "Warehouse Manager", "Sales Executive", or "Read-Only Auditor".

Steps

Go to Settings → Roles.
Click Add Role.
Role Name: Enter a descriptive name (e.g., "Sales Executive").
The Permissions Grid opens, showing every module and feature in the system.

Assigning Permissions

For each module (Sales, Purchases, Products, Reports, Settings, etc.), you can check the following permission types:

View: The user can see this section and its data.
Create: The user can add new records.
Edit / Update: The user can modify existing records.
Delete: The user can permanently delete records.

Example: Setting Up a "Sales Executive" Role

Sales: View ✓, Create ✓, Edit ✓, Delete ✗
Customers: View ✓, Create ✓, Edit ✓, Delete ✗
Products: View ✓, Create ✗, Edit ✗, Delete ✗
Reports: View ✓ (Sales Report only)
Settings: View ✗, Create ✗, Edit ✗, Delete ✗

After setting all permissions, click Save Role.
Go to Settings → Manage Users, edit any user, and assign this new role to them.

⚠️ Warning:Granting Delete permission on financial modules (Sales, Purchases, Accounting) is high-risk. Deleting historical transactions can corrupt your books. Only grant Delete to Admins.

💡 Tip:Create a Read-Only Auditor role with only View permissions across all modules. This is perfect for external auditors or management-level stakeholders who need visibility without the ability to change data.