Step by step
- Open Users > Add Role.
- Type the Role Name and a Description of who the role is for.
- To start quickly, choose in Start From a role to copy or a template: Cashier, Salesman, Store Keeper, Accountant or Manager. It replaces the ticked permissions.
- Set the Access Options: Has Access To All Business/Place, View Only Own Created Transactions/Data and Change Transactional Voucher Date.
- Tick the permissions. The list on the left jumps to a menu group, Search finds a permission and Selected shows only the ticked ones.
- The box in a group header ticks the whole group; Select All and Clear All tick or clear everything. The bottom shows how many permissions are selected.
- Press Save (Ctrl+S). You go to the Role List.
Good to know
- The Role Name is required and must be unique.
- Ticking Add, Edit or Delete of a page also ticks its View.
- A red dot marks a sensitive permission, such as deleting data, prices, discounts, settings and adding users or roles. Give it only to trusted staff.
- Has Access To All Business/Place lets the user work in every business. View Only Own Created Transactions/Data limits the lists to what the user made.
- Change Transactional Voucher Date lets the user change the date of sales, purchases and vouchers. It is off for a new role.
- Only the permissions of the modules in your plan are shown. The browser asks before you leave the page with changes not saved.
- The page needs the Add Role permission.