Role-based access control (RBAC) and custom staff permissions
Create customized user roles, restrict access to financial reports, and enforce company segregation.
Enforce the principle of least privilege across your organization.
1. Create Custom Roles: In Settings → Roles & Permissions, create specialized roles (e.g., Junior Accountant, Sales Representative, Warehouse Supervisor, Clinic Nurse).
2. Granular Module Permissions: For each module, toggle permissions for View, Create, Edit, Post, Delete, and Export. Restrict sensitive financial figures and salary data from general staff.
3. Branch and Warehouse Scoping: Restrict warehouse staff to only view and manage their designated branch or inventory location.
4. Assigning Roles to Users: Assign roles when inviting new team members, and review user activity logs regularly under Settings → Audit Trail.