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Memberships and PermissionsSettings

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This page provides a detailed and comprehensive overview of the Permissions page, its features, how to access it, and an explanation of how to add permissions.

To access the “Permissions” page, please follow the following instructions:

  • Start by clicking on the “Settings” menu in the main menu.
  • Then, click on “Members and Permissions” available in the top toolbar of the page.
  • You will be taken to the “Permissions” page, which displays all the memberships saved in the system.

 

Advantages of the “Permissions” page:

  • Editing any role: The system allows you to edit any of the existing roles, enabling you to customize them according to your specific needs.
  • Deleting any role: The system provides the capability to delete any existing role as per your requirements.
  • Viewing job roles and their data: The page displays all available roles in the system, along with detailed information about each role. This information includes the role’s name, role number, and other relevant details.

 

Explanation of how to add a “New Job Role”:

  • Add Page: Firstly, click on the “Add New” button located at the top of the page.
  • Name: You will be prompted to enter the name of the new job role you wish to add in the designated field.
  • Unique Identifier: Add a short label for the new role you wish to add in the designated field.
  • Permissions: Add the permissions you want to associate with the job role by navigating between the available windows. This will be explained in detail below:

    • System Permissions:

      • Control Panel:
        1. Access to Control Panel: This permission is related to the display of the basic system windows bar.
        2. Access to Resource System: This permission is related to displaying the basic window for resource management.
      • Maintenance:
        1. Bypass Maintenance Mode: This permission allows the owner to access the system when it’s in maintenance mode.
      • Members:
        1. Members List: This permission displays a list of the members in the system.
        2. View Members: This permission displays details of each membership.
        3. Add Members: This permission gives the ability to add new memberships.
        4. Edit Members: This permission allows for editing existing memberships in the system.
        5. Delete Members: This permission grants the ability to delete any membership in the system.
      • Roles:
        1. Roles List: This permission is related to showing the permissions list on the Members page to grant the member relevant permissions.
        2. View Roles: This permission displays details of each job role.
        3. Add Roles: This permission grants the ability to add new job roles.
        4. Edit Roles: This permission allows for editing existing job roles in the system.
        5. Delete Roles: This permission grants the ability to delete any job role in the system.
      • Permissions:
        1. Permissions List: This permission allows the display of permission windows, e.g., “System Permissions,” “Content Permissions,” etc., when adding a new role.
      • Profile:
        1. Edit Profile: This permission allows for editing personal information within your personal profile in the online store.
      • Settings:
        1. View Settings: This permission allows the display of system-specific settings.
        2. Edit Settings: This permission allows for editing system-specific settings.
      • Content Permissions:
      • Content:
        1. Content List: This permission works to display the content list for editing and adding content.
        2. Add Content: This permission allows users to add new content.
        3. Edit Content: This permission grants users the ability to edit content.
        4. Delete Content: This permission allows users to delete content.

  • Store Permissions:

    • Stores: There are separate permissions for viewing, adding, editing, and deleting stores.
    • Shopping Cart: There are separate permissions for viewing, adding, editing, and deleting shopping carts.
    • Brands: There are separate permissions for viewing, adding, editing, and deleting brands.
    • Categories: There are separate permissions for viewing, adding, editing, and deleting categories.
    • Product Types: There are separate permissions for viewing, adding, editing, and deleting product types.
    • Product Attributes: There are separate permissions for viewing, adding, editing, and deleting product attributes.
    • Products:
      1. Products List: Three separate permissions, one for accessing the products page, another for accessing a specific seller’s products, and a third for accessing all products.
      2. Add and Delete Products: Separate permissions for adding and deleting products.
      3. Edit Products: Three separate permissions, one for modifying the product’s status, another for editing other users’ products, and a third for editing all products.
    • FAQs: Separate permissions for viewing, adding, editing, and deleting FAQs.
    • Reviews: Separate permissions for viewing, adding, editing, and deleting reviews.
    • Favorites: Separate permissions for viewing, adding, and deleting favorites.
    • Media Deletion: This permission enables the ability to delete any media associated with the products.
    • Discount Vouchers: Separate permissions for viewing, adding, editing, and deleting discount vouchers, as well as a separate permission for verifying and reviewing vouchers.
    • Shipping Methods: Separate permissions for viewing, adding, editing, and deleting shipping methods.
    • Product Additions: Adding, deleting, and editing product additions.
    • Sellers: Separate permissions for accessing the sellers page, viewing, adding, editing, and deleting sellers.
    • Confirmation: This permission allows the owner to confirm customer orders.
    • Work Shifts: Separate permissions for viewing, adding, editing, and deleting work shifts specific to the points of sale.
    • Work Shift Logs: This permission allows you to access and edit work shift logs.
    • Orders:
    • Orders List: Three separate permissions, one for accessing the orders page, another for accessing orders from a specific seller, and a third for accessing all orders from all sellers.
    • Create and Refund Orders: A separate permission for creating and refunding orders.
    • View and Edit Orders: Separate permissions for viewing and editing orders.
    • Point of Sale: “Add Orders to the Point of Sale” – This permission is for users who have the right to use the point of sale and add orders through it.
    • Stores: Separate permissions for viewing, adding, editing, and deleting seller branches (stores).
    • Addresses: Separate permissions for viewing, adding, editing, and deleting addresses within the shopping cart or address page.

  • Payment Permissions:

    • Payment Methods:
      1. Payment Methods List: This permission allows you to view the list of payment methods in the system.
      2. View Payment Methods: Enables viewing details of each payment method.
      3. Add Payment Methods: Provides the ability to add a new payment method.
      4. Edit Payment Methods: Allows for editing existing payment methods in the system.
      5. Delete Payment Methods: Grants the ability to delete any payment method in the system. 

 

  • Notification Permissions:

    • Templates:
      1. Templates List: This permission allows you to view the list of templates in the system.
      2. View Templates: Enables viewing details of each template in the system.
      3. Add Templates: Provides the ability to add new templates.
      4. Edit Templates: Allows for editing existing templates in the system.
      5. Delete Templates: Grants the ability to delete any template in the system.

 

  • Resource Management System:
    • Installation:
      1. Company Parameters: This permission configures system functions for company-level operations.
      2. Access Levels: Grants users the ability to modify access levels.
      3. User Settings: Allows users to modify and add user settings.
      4. Point of Sale: Provides access to points of sale.
      5. Print Settings: Enables the configuration of printing settings.
      6. Printing of Personal Files: Allows for the printing of personal files.
      7. Payment Terms: Gives users control over payment terms.
      8. Shipping Methods: Grants control over shipping methods.
      9. Credit Status Definitions: Allows users to change credit status definitions.
      10. Inventory Locations: Gives users the ability to change inventory locations.
      11. Inventory Transaction Types: Provides control over inventory transaction types.
      12. Work Centers: Grants control over work centers.
      13. Form Settings: Provides control over form settings.
      14. Contact Categories: Grants control over contact categories.
    • Maintenance:
      1. Void Transactions: Allows users to void transactions.
      2. Database Backup/Restore: Enables users to create database backups and restore them.
      3. Common Transaction Display/Print: Allows users to view and print common transactions.
      4. Attachment of Documents: Provides the ability to attach documents.
      5. View Preferences: Grants access to view preferences.
      6. Change Passwords: Allows users to change passwords.
      7. Edit Other Users’ Transactions: Provides the ability to edit other users’ transactions.
    • Sales Settings:
      1. Sales Types: Allows control over sales types.
      2. Create Sales Order: Provides the ability to create sales orders.
      3. Customers: Grants control over customers.
      4. Sales Regions: Provides control over sales regions.
      5. Sales Groups: Gives control over sales groups.
      6. Sales Templates: Enables the issuance of sales templates.
      7. Recurring Invoices: Allows for the issuance of recurring invoices.
    • Sales:
      1. View Sales Transactions: Allows users to view sales transactions.
      2. Customers and Branches: Allows the addition, modification, and deletion of customers.
      3. Price List: Grants the ability to add price lists.
      4. Create Sales Order: Provides the ability to create sales orders.
      5. Create Delivery Sales Order: Allows the creation of delivery sales orders.
      6. Sales Invoice: Provides the ability to issue sales invoices.
      7. Enter Customer Payments: Allows for entering customer payments.
      8. Apply Customer Payment: Grants control over customer payment applications.
    • Sales Inquiries:
      1. Sales Analysis Report: This permission enables access to the sales analysis report.
      2. Combined Sales Document Reports: This permission grants access to combined sales document reports.
      3. Sales Price List: This permission provides access to the sales price list report.
      4. Sales Employees List: This permission allows access to the list of sales employees.
      5. Wholesale Customers List: This permission provides access to the wholesale customers list.
      6. Customer Status Report: This permission grants access to the customer status report.
      7. Customer Payments Report: This permission allows access to the customer payments report.
    • Purchases Settings:
      1. Change Purchase Price: This permission allows changing purchase prices.
    • Purchases:
      1. View Supplier Transactions: This permission allows viewing supplier transactions.
      2. Suppliers: This permission enables control over suppliers.
      3. Enter Purchase Order: This permission allows entering purchase orders.
      4. Receive Purchases: This permission grants the ability to receive purchases.
      5. Supplier Invoices: This permission allows adding supplier invoices.
      6. Delete Inventory Items During Invoicing: This permission allows the user to delete items within invoices.
      7. Supplier Credit Notes: This permission allows creating supplier credit notes.
      8. Supplier Payments: This permission enables making supplier payments.
      9. Customize Supplier Payments: This permission allows customizing payments to suppliers.
    • Purchase Inquiries:
      1. Supplier Analysis Reports: This permission allows access to supplier analysis reports.
      2. Combined Supplier Reports: This permission allows access to combined supplier reports.
      3. Supplier Payments Report: This permission provides access to the supplier payments report.
    • Items Settings:
      1. Add and Edit Inventory Items: This permission allows adding and editing inventory items.
      2. Sales Groups: This permission enables controlling sales groups.
      3. Inventory Item Categories: This permission allows controlling inventory item categories.
      4. Measurement Units: This permission allows controlling measurement units.
    • Items:
      1. View Inventory Status: This permission allows viewing inventory status.
      2. View Item Transactions: This permission allows viewing item transactions.
      3. Inventory Item Codes: This permission allows controlling inventory item codes.
      4. Inventory Transfers: This permission allows making inventory transfers.
      5. Inventory Adjustment: This permission allows making inventory adjustments.
      6. Inventory Count: This permission allows controlling inventory counts.
    • Item Inquiries:
      1. Reorder Levels: This permission allows access to the reorder levels report.
      2. Item Analysis Reports: This permission allows access to item analysis reports.
      3. Inventory Valuation Report: This permission provides access to the inventory valuation report.
    • Assets Settings:
      1. Add/Edit Fixed Asset Items: This permission allows adding and editing fixed asset items.
      2. Fixed Asset Categories: This permission enables controlling fixed asset categories.
      3. Fixed Asset Classifications: This permission allows controlling fixed asset classifications.
    • Assets:
      1. View Fixed Asset Transactions: This permission allows viewing fixed asset transactions.
      2. Transfer Fixed Assets: This permission allows transferring fixed assets.
      3. Dispose of Fixed Assets: This permission allows handling fixed asset disposal.
      4. Fixed Asset Inventory: This permission allows controlling fixed asset inventory.
      5. Asset Depreciation: This permission allows depreciating assets.
    • Asset Inquiries:
      1. Fixed Asset Analysis Reports: This permission allows access to fixed asset analysis reports.
    • Manufacturing Settings:
      1. Materials Invoice: This permission allows creating materials invoices.
    • Manufacturing:
      1. View Manufacturing Operations: This permission allows viewing manufacturing operations.
      2. Enter Work Order: This permission allows entering work orders.
      3. Installation Costs: This permission allows adding installation costs for materials.
      4. Receive Final Product: This permission allows receiving final products.
      5. Work Order Issuances: This permission allows issuing work orders.
    • Manufacturing Inquiries:
      1. Work Order Analysis Reports: This permission allows access to work order analysis reports.
      2. Manufacturing Cost Inquiry: This permission allows inquiring about manufacturing costs.
    • Branches and Sectors Settings:
      1. Sector Tags: This permission allows adding sector tags.
    • Branches and Sectors:
      1. View Branches and Sectors: This permission allows viewing branches and sectors.
      2. Enter Branches and Sectors: This permission allows adding branches and sectors.
  •  

    • Financial Settings:

      1. Tax Types: This permission allows adding tax types.
      2. General Ledger Account: This permission enables control over general ledger accounts.
      3. General Ledger Account Groups: This permission allows control over general ledger account groups.
      4. General Ledger Account Categories: This permission allows control over general ledger account categories.
      5. Quick Entries: This permission allows control over quick entries.
      6. Currency: This permission allows adding a currency.
      7. Bank Accounts: This permission allows control over bank accounts.
      8. Tax Rate: This permission allows control over tax rates.
      9. Tax Groups: This permission allows control over tax groups.
      10. Financial Years: This permission allows control over financial years.
      11. Company Settings for General Ledger: This permission allows control over company settings for the general ledger.
      12. Tags for General Ledger Account: This permission allows control over tags for general ledger accounts.
      13. Close Financial Years: This permission allows closing financial years.
      14. Allow Access to Unclosed Financial Years: This permission allows access to unclosed financial years.

      Financial:

      1. View Financial Transactions: This permission allows viewing financial transactions.
      2. General Ledger Account: This permission allows viewing the general ledger account.
      3. Exchange Rate Changes: This permission allows changing exchange rates.
      4. Bank Transactions: This permission allows entering bank transactions.
      5. Bank Deposits: This permission allows adding bank deposits.
      6. Bank Transfers: This permission allows adding bank transfers.
      7. Bank Reconciliations: This permission allows adding bank reconciliations.
      8. Manual Journal Entries: This permission allows manual journal entry input.
      9. Budget: This permission allows control over the budget.
      10. Standard Cost: This permission allows adding standard costs.
      11. Revenue/Cost Accruals: This permission allows adding revenue and cost accruals.

      Financial Inquiries:

      1. General Ledger Account Analysis Reports: This permission allows access to general ledger account analysis reports.
      2. Tax Reports and Queries: This permission allows access to tax reports and queries.
      3. Bank Reports and Queries: This permission allows access to bank reports and queries.
      4. General Ledger Account Reports and Queries: This permission allows access to general ledger account reports and queries.

      Employees:

      1. Employee Entries: This permission allows viewing a list of templates available in the system.
      2. Employee Settings: This permission allows control over employee settings.

      Save Information: Once all the required data is filled, click the “Save” button to successfully add the new role.

Read Also:

  1. Users
  2. User Management
  3. Sector List
  4. Settings