For effective user management, you are able to group users into different accounts based on their specific roles and tasks.
Create a new user
Assign roles for each user
Assign permissions to each user. Every account has a number of users limitation (based on the plan)
A user can have more than one roles
- Cashier (Dashboard, Transaction, Inventory, People)
* create invoice
* make payment for invoice
* create CN
* create Customer
* create Quote
* manage Delivery Order
* edit Quote
* Note: Cannot view any reports. You can assign certain report permission to the user in “Report Permission”.
- Sale (Dashboard, Transaction, Inventory, People)
* create invoice
* change invoice date
* make payment for invoice
* create CN
* create Customer
* create Quote
* manage Delivery Order
* edit Quote
* Note: Cannot view any reports. You can assign certain report permission to the user in “Report Permission”.
- Purchaser (Dashboard, Transaction, Inventory, People)
* create purchase invoice
* create expense
* make payment for purchase invoice
* create vendor CN
* create Vendor
* create Purchase Order
* Note: Cannot view any reports. You can assign certain report permission to the user in “Report Permission”.
- Stock (Dashboard, Inventory)
* create Product
* edit Product
* create Delivery Order
* Note: Cannot view any reports. You can assign certain report permission to the user in “Report Permission”.
- Staff (Dashboard, Transaction, Inventory)
* Sale + Purchaser
* delete sale invoice
* edit sale invoice
* delete purchase invoice
* edit sale invoice
* delete CN
* delete Vendor CN
* edit Quote
* delete Quote
* edit Purchase Order
* delete Purchase Order
* Note: Cannot view any reports. You can assign certain report permission to the user in “Report Permission”.
- Admin (All Menu except Accounting Module)
* delete Quote
* delete sale invoice
* edit sale invoice
* delete purchase invoice
* edit purchase invoice
* delete expense
* edit expense
* delete CN
* delete Vendor CN
* delete Customer
* delete Vendor
* setting the Biztory account such as “My User”
* Note: Admin can view all the reports except reports in accounting modules. If you want to view
accounting report, please assign an accounting role for the user.
- Accounting
* create Journal
* delete Journal
* edit Journal
* Note: Accounting role can only view reports in accounting module
Click HERE to know How to create new user and set roles for users?
Click HERE to know 角色和权限定义
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