Roles / Access Types
The roles guide defines access level templates that can be assigned to employees.
How to Access
Navigate to: Sidebar > Guides > Roles
Route: /warehouse/guides/s_role
Quick actions:
Overview
Roles define what parts of the system an employee can access. Each role contains a set of permissions that control visibility and editing rights for modules, documents, and reports. Roles are assigned to employees in the employees guide.
List Columns
| Column | Description |
|---|---|
| No. | Internal number |
| Name | Role name |
Fields
| Field | Description | Required |
|---|---|---|
| Name | Role name | Yes |
| Permissions | Set of access rights for system modules | No |
Step-by-Step Guide
Creating a Role
- Go to Guides > Roles.
- Click Add.
- Enter the Name (e.g. "Cashier", "Manager", "Warehouse Operator").
- Configure Permissions for the required modules.
- Click Save.
Assigning a Role to an Employee
- Go to Guides > Employees.
- Open the employee record.
- Select the desired Role from the dropdown.
- Click Save.
FAQ
What happens if I don't assign any permissions?
The role will exist but employees with that role will have no access to system modules.
Can one employee have multiple roles?
No. Each employee is assigned exactly one role. If you need a combination of permissions, create a new role with the required set.
Can I modify a role after it is assigned?
Yes. Changes to a role automatically apply to all employees with that role the next time they log in.