Create Role
Define a new role with custom permissions across modules like Accounting, HRM, CRM, POS, and more.
🔐 Access Control
- Only Admin users can access this section
- From the Dashboard, go to User Management → Roles
- Click the Create Role button to open the role builder
🧾 Step 1: Enter Role Name
- Use a clear, sector-fit label (e.g.
Accounting Manager,Care Supervisor,Cleaning Coordinator) - This name will appear in user profiles and audit logs
🧩 Step 2: Assign Permissions
Use the sidebar to navigate module categories:
| Category | Modules |
|---|---|
| General | user, setting, plan, helpdesk, referral, workspace |
| Accounting | invoice, bill, payment, report |
| HRM | attendance, employee, leave, HRM dashboard |
| CRM | leads, deals, follow-ups |
| POS | manage, create, edit, delete |
| Project | tasks, milestones, deadlines |
| Stripe / PayPal | payment method visibility |
| Warehouse / Purchase | debit notes, product delete, import |
Each module includes granular actions:
| Action | Meaning |
|---|---|
| Show | Read-only access |
| Create / Edit / Delete | Controls over data entry and modification |
| Manage | Full control over the module |
| Import / Export | Bulk data operations |
| Reset Password / Login Toggle | User-level controls (General tab) |
Tip:
- Use “Show” for limited visibility
- Avoid “Delete” unless strictly necessary
- Keep permissions lean and role-specific
✅ Step 3: Save Role
- Click Create to finalise
- The role will now be available for assignment in the Users section
🧠 Best Practices
- Create roles before onboarding users
- Use naming conventions that reflect operational boundaries
- Review permissions quarterly or during team changes
- Avoid “All Access” roles unless founder-level
