> ## Documentation Index
> Fetch the complete documentation index at: https://documentation.claruswms.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Creating and Implementing User Roles

> Comprehensive guide to understanding, creating, and assigning user roles to control access and maintain system security.

## 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.

## Standard role types

There are five built-in roles:

| Role          | Access level                         | Purpose                                             |
| ------------- | ------------------------------------ | --------------------------------------------------- |
| **Admin**     | Full system access                   | System administrators who need complete control     |
| **Standard**  | General desktop access               | Regular office staff                                |
| **Client**    | Limited access with stock visibility | External clients with restricted access             |
| **Financial** | Finance-specific access              | Financial controllers handling charges and accounts |
| **RF**        | Handheld device only                 | Warehouse operatives using mobile RF devices        |

## Creating a custom role

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

<Steps>
  <Step title="Navigate to the Role Creation Panel">
    Go to the bottom-left panel and select **New**.
  </Step>

  <Step title="Enter role details">
    Give your role a **name** and choose a default **role type** as a starting point.
  </Step>

  <Step title="Configure permissions">
    Use the toggles to adjust access levels:

    * **Read Access** -- allows viewing but prevents changes
    * **Manage Access** -- allows full viewing and editing
  </Step>

  <Step title="Save the role">
    Click **Save** in the bottom-left corner. The new role will appear in the list and can be assigned to users.
  </Step>
</Steps>

## Assigning roles to users

<Steps>
  <Step title="Access the User Management screen">
    Go to **Settings > Users > Roles**.
  </Step>

  <Step title="Select a user">
    Choose the user account that needs a role.
  </Step>

  <Step title="Add the role">
    Assign the desired role(s) to the user.
  </Step>

  <Step title="Save changes">
    Changes take effect immediately on the user's next login.
  </Step>
</Steps>

<Warning>When you change a user's role, they will be logged out and must log back in for the new permissions to take effect.</Warning>

<Info>When setting up a new user, make sure the role they need already exists so you can assign it straight away.</Info>

<AccordionGroup>
  <Accordion title="Can I create custom roles?">
    Yes. You can create custom roles with tailored Read and Manage access permissions using the toggles in the role creation panel.
  </Accordion>

  <Accordion title="When do role changes take effect?">
    Changes are applied instantly upon the user's next login.
  </Accordion>
</AccordionGroup>