For effective user management, you are able to group users into different accounts based on their specific roles and tasks. 

  1. Create a new user

  2. Assign roles for each user 

  3. 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)

  * 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