Guide Categories
User Permissions
Manage user permissions for Restricted users within your business files.
Overview
User Permissions allow you to control what Restricted users can access and modify within your business files. This feature helps maintain security and ensures that users only have access to the information they need for their role.
Note
User permissions only apply to users with "Restricted" status. Administrator users have full access to all features.
Setting Up User Permissions
To configure user permissions:
- Navigate to Settings → User Permissions
- Select the user you want to configure
- Choose the appropriate permission level for each area
- Save the changes
Permission Levels
Each area of the system can be assigned one of these permission levels:
| Permission Level | Description |
|---|---|
| No Access | User cannot view or access this area |
| View Only | User can view but cannot create, edit, or delete |
| Create Only | User can create new records but cannot edit existing ones |
| Full Access | User can view, create, edit, and delete records |
Areas You Can Control
User permissions can be set for these main areas:
- Customers - Customer records and related transactions
- Suppliers - Supplier records and purchase transactions
- Inventory - Inventory items and stock management
- Sales - Sales invoices, quotes, and orders
- Purchases - Purchase invoices, orders, and receipts
- Bank & Cash - Bank accounts and cash transactions
- Reports - Financial and management reports
- Settings - System configuration and setup
Best Practices
- Follow the principle of least privilege - give users only the access they need
- Regularly review and update user permissions as roles change
- Document who has access to what for audit purposes
- Test user permissions after making changes
- Consider creating user groups for similar roles
- Monitor user activity through audit logs
Warning
Changes to user permissions take effect immediately. Users may need to refresh their browser or log in again to see the changes.
Common Permission Scenarios
Sales Staff
Full access to Customers and Sales, View only for Reports, No access to Settings
Bookkeeper
Full access to most areas except Settings, Create only for Bank transactions
Warehouse Staff
Full access to Inventory, View only for Sales and Purchases, No access to Reports