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Roles and permissions
A role is a bundle of permissions. Give people the smallest role that lets them do their job.
Steps
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Open it
User Management → Roles.
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Start from a built-in role
Cashier, manager and similar roles are already defined. Copy one and adjust rather than starting from nothing.
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Tick permissions
They are grouped by module and by action — view, create, edit, delete. A cashier usually needs to create a sale but not delete one.
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Decide how much data they see
There is a separate permission for viewing everyone's records rather than only their own. Withhold it and a cashier sees only the sales they rang up.
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Save and re-sign-in
Permissions are carried in the session, so a change reaches someone the next time they sign in.
Good to know
- Do not hand out the owner role to solve a permission problem. Find the one permission that is missing.