Security Role Permissions

Setting Up Role Permissions 

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 Log into the System Configuration Module> Security> Role Permissions . 

 

 

 In the Modules dropdown bar, you will be able to select the module you want to create a new role for or modify an existing role with unique role permissions. Firstly, choose your Module. 

 

 In the Security Role dropdown bar, you will find 3 preset options, each one allowing more or less access. Here you will also be able to adjust each Roles Permissions. 

 Select the Security Role Access you are wanting to adjust. 

 

 Using the arrows in the middle you will be able to add or remove access as needed. 

 

 This will give your staff the desired access on the main screen of each module.  

     

 Debtors Module 

 

 

 

 Configuration 

 Debtor Setup 

 

 

 Activity 

 Invoice and Credit Notes 

 

 

 Analysis 

 

 Document History  

 

 

 

 Report 

 

 Report List 

 

 

 

 

 Creditor Module 

 

 

 

 Configuration 

 Creditor Setup 

 

 

 Activity 

 Invoice and Credit Notes 

 

 

 Analysis 

 

 Document History  

 

 

 

 Report 

 

 Report List 

 

 

 

 

 Inventory Module 

 

 

 

 Configuration  

 Inventory Setup, Group codes, Brand, Make, Model 

 

 

 Activity  

 Unit of Measure (UOM), Stock Count, Level & Value adjustments, Stock take. 

 

 

 Analysis 

 Stock enquiry, Stock Movement 

 

 

 Reports 

 Report List