Roles and Permissions

Roles and Permissions - User Guide

The Roles and Permissions feature in Tracepos allows business owners to define roles and assign specific permissions to users. This ensures that employees have access only to the features they need, enhancing security and operational efficiency.

Accessing the Roles and Permissions Section

1. Navigate to the Settings module in the Tracepos dashboard.
2. Select Roles from the menu to access the roles and permissions management page.

Overview of Features

1. Add a New Role

• Purpose: Create a new role with specific permissions for users.
• Steps:

1. Click the + Add Role button to open the Add/Edit Role form.
2. Fill in the required details:

• Role Name:
  • Enter a name for the role (e.g., "Manager," "Sales Representative").
• Permissions:
  • Use the checkboxes to assign permissions to the role. Permissions are grouped by modules (e.g., Dashboard, Products, Sales).
  • Available actions include:
    • View: Allows the user to view the module.
    • Add: Allows the user to add new records in the module.
    • Edit: Allows the user to edit existing records in the module.
    • Delete: Allows the user to delete records in the module.
    • Additional actions like Approve, Verify, or Reject may also be available for specific modules.

2. Edit an Existing Role

• Purpose: Update the permissions or details of an existing role.
• Steps:

1. Locate the role you want to edit in the list.
2. Click the Edit button next to the role.
3. Modify the necessary fields in the form:

• Update the role name if needed.
• Adjust the permissions by checking or unchecking the relevant boxes.

3. Delete a Role

• Purpose: Remove a role that is no longer needed.
• Steps:

1. Select one or more roles using the checkboxes in the list.
2. Click the Delete button.
3. Confirm the deletion in the popup dialog.

How to Use the Add/Edit Role Form

The Add/Edit Role form is where you define the role name and assign permissions. Here's how to use it:

Fields in the Form

1. Role Name:

• Enter a descriptive name for the role.
• This is a required field.

• Permissions are grouped by modules (e.g., Dashboard, Products, Sales).
• For each module, you can assign the following actions:
  • View: Allows the user to view the module.
  • Add: Allows the user to add new records.
  • Edit: Allows the user to edit existing records.
  • Delete: Allows the user to delete records.
  • Additional actions like Approve, Verify, or Reject may also be available.

Buttons in the Form

1. Save:

• Click this button to save the new role or update an existing one.

• Click this button to close the form without saving changes.

Key Features of the Roles and Permissions Page

1. Role List:

• Displays all configured roles with their assigned permissions.
• Allows sorting and filtering for easy navigation.

• Organized by modules for clarity.
• Includes actions like View, Add, Edit, Delete, Approve, Verify, and Reject.

• + Add Role: Opens the Add Role form.
• Edit: Opens the Edit Role form for the selected role.
• Delete: Removes selected roles from the system.

• Only users with the appropriate permissions can add, edit, or delete roles.

Tips for Business Owners

• Define Roles Clearly:
  • Use descriptive names for roles to avoid confusion (e.g., "Manager," "Sales Representative").
• Assign Permissions Carefully:
  • Only assign permissions that are necessary for the role to minimize security risks.
• Review Roles Regularly:
  • Periodically review roles and permissions to ensure they align with your business needs.

Permissions

• Add Roles: Requires roles_create permission.
• Edit Roles: Requires roles_edit permission.
• Delete Roles: Requires roles_delete permission.

Troubleshooting

1. Save Button Disabled:

• Ensure all required fields are filled in the form.

• Verify that the permissions are correctly assigned to the role.

• Use the search or filter options to locate the role.

By using the Roles and Permissions feature, you can effectively manage user access, ensuring that employees have the tools they need while maintaining system security. Let us know if you need further assistance!