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Settings are only available to users with the Administrator role.

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Roles define what users can view or do in the system. You can create roles with custom permissions, then assign them to one or more users.

Create a Role:

1. On the Menu, go to the Settings page.

2. Click on Users, then select the Roles tab.

   

3. Click ➕ Add role.

4. Enter a role name.

5. Set the Permissions: For each module or page (e.g., Sales Orders, Products, Inventory), you can control what the role is allowed to do by checking any of the following boxes:

   • Read – View access only
   • Write – Create and edit records
   • Delete – Remove records
   • Show Prices – Allow this role to see cost and/or SRP prices
   • All – Grants full permissions (Read, Write, Delete, and Show Prices)

6. Click Create Role. A confirmation message will appear once the role is created.

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You can fully customize access per module. For example, a role can be allowed to read products but not delete them, or view inventory without seeing prices.

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Edit a User:

1. Under the Roles tab, find the role you want to modify.

   

2. Click the ✏️ Edit button.

3. Adjust the role name or update the permissions.

4. Click Save Changes. A confirmation message will appear once the role is updated.