Role Management
System roles, custom roles, and granular permissions.
Navigate to: Settings → Team → Roles
Roles define what actions users can perform — create, read, update, delete, approve — feature by feature. Center and location access is not part of a role: it is assigned to each user when you add or edit them.
System Roles (Not Editable)
| Role | Access Level | Notes |
|---|---|---|
| Super Administrator | Everything — unrestricted | The account that registered the business. Protected: cannot be edited or deactivated from the Team page. |
| Administrator | Full access to all features and all centers | Every module, permission and center is granted automatically when the role is chosen. |
| Supervisor | Configurable | Modules, per-feature permissions, access scope and centers are chosen when the user is created or edited. |
| Staff | Self-service only | Sees only their own records in the People features they are granted. Never sees Reporting. |
On the Roles page these appear as cards with a System badge and no actions menu.
Custom Roles
| Field | Details |
|---|---|
| Role Name | Required. e.g. "Branch Manager", "Payroll Officer", "Sales Rep", "Inventory Clerk". |
| Description | Plain text — what this role is for. |
| Authority Level | Administrator (Highest), Manager, Supervisor, Team Lead, Staff (Lowest). Higher authority can manage lower levels. |
| Data Scope | Own — only their own data · Store/Location — their assigned centers · All — full business data. |
Each custom role card shows its authority, scope, and counts of modules, features and users. View Details opens two tabs — Permissions (every granted feature with C R U D A badges) and Users (who holds the role). The ⋯ menu offers Edit Role and Delete.
See Custom Roles for building one.
Permission Configuration
| Permission | What It Controls |
|---|---|
| Create | Can create new records — invoices, bills, employees, adjustments, etc. |
| Read | Can view and list records. Without Read, the feature is hidden. |
| Update | Can edit existing records. |
| Delete | Can delete or void records. |
| Approve | Can approve documents in approval workflows and finalize payroll. |
Deleting a Role
A role that still has users assigned cannot be deleted — the confirmation lists them and asks you to reassign them first.