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Overview

User roles define what each person can see and do. By carefully setting roles, you can keep your system secure, help users work efficiently, and avoid granting unnecessary permissions.

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Standard role types

There are five built-in roles:
RoleAccess levelPurpose
AdminFull system accessSystem administrators who need complete control
StandardGeneral desktop accessRegular office staff
ClientLimited access with stock visibilityExternal clients with restricted access
FinancialFinance-specific accessFinancial controllers handling charges and accounts
RFHandheld device onlyWarehouse operatives using mobile RF devices

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Creating a custom role

If the standard roles do not fit your needs, you can create custom roles with specific permissions.
1

Navigate to the Role Creation Panel

Go to the bottom-left panel and select New.
2

Enter role details

Give your role a name and choose a default role type as a starting point.
3

Configure permissions

Use the toggles to adjust access levels:
  • Read Access — allows viewing but prevents changes
  • Manage Access — allows full viewing and editing
4

Save the role

Click Save in the bottom-left corner. The new role will appear in the list and can be assigned to users.

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Assigning roles to users

1

Access the User Management screen

Go to Settings > Users > Roles.
2

Select a user

Choose the user account that needs a role.
3

Add the role

Assign the desired role(s) to the user.
4

Save changes

Changes take effect immediately on the user’s next login.
When you change a user’s role, they will be logged out and must log back in for the new permissions to take effect.
When setting up a new user, make sure the role they need already exists so you can assign it straight away.
Yes. You can create custom roles with tailored Read and Manage access permissions using the toggles in the role creation panel.
Changes are applied instantly upon the user’s next login.