User roles and permissions
Introduction
Our CRM/ERP application uses a role-based access control (RBAC) system. This system allows administrators to manage user access to various features and data within the application efficiently. By assigning roles to users, you can control what they can see and do within the system.
Understanding Roles
A role is a collection of permissions that can be assigned to users. Each role is designed to align with specific job functions in your organization. When you assign a role to a user, they receive all the permissions associated with that role.
Default Roles
Our application comes with several pre-defined roles, each tailored to common job functions
Custom Roles
If the default roles don't meet your organization's needs, you can create custom roles:
Go to the "Settings" section.
Select "User Roles and Permissions".
Click on "Create New Role".
Name the role and select the permissions you want to include.
Save the new role.
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