Roles & Permissions

Control what each user can see and do in Prosessed AI.

Overview

Roles and permissions help you manage access across your team.

Instead of giving everyone full access, you assign roles based on responsibility.

This ensures:

• Data security
• Fewer mistakes
• Better control over operations

What is a Role?

A role defines what a user is allowed to do in the system.

Each user can have one or more roles.

Example:

• Sales team → create orders
• Accounts team → manage payments
• Admin → full control

What are Permissions?

Permissions define the level of access within a role.

Each role can have permissions like:

• View
• Create
• Edit
• Delete

These permissions are applied to different modules like:

• Customers
• Inventory
• Sales
• Payments

How Roles and Permissions Work Together

Roles and permissions are connected:

• A role defines responsibility
• Permissions define actions

Example:

Sales User:

• Can create sales orders
• Can view customers
• Cannot access financial reports

Common Roles

Admin

• Full access to all modules
• Can manage users, roles, and settings

Sales User

• Create and manage sales orders
• View customers and products

Accounts User

• Manage invoices and payments
• View financial reports

Operations User

• Manage inventory and warehouses
• Handle stock movement

Assigning Roles to Users

1. Go to Users
2. Open a user profile
3. Roles & Permissions
4. 
5. Save changes

The user will now have access based on assigned roles.

Customizing Permissions

Permissions can be customized based on business needs.

You can control:

• Which module a role can access
• What actions they can perform
• Whether they can edit or only view data

Example Permission Setup

Sales Team

• Customers → View / Create
• Sales Orders → Full Access
• Payments → No Access

Accounts Team

• Invoices → Full Access
• Payments → Full Access
• Inventory → View Only

Operations Team

• Inventory → Full Access
• Sales Orders → View Only

Best Practices

• Use predefined roles whenever possible
• Avoid giving full access to all users
• Assign only required permissions
• Review roles regularly

Common Issues

• User cannot access module → Check role assigned
• User can see too much data → Reduce permissions
• User cannot perform action → Verify permission level

Important Notes

• Multiple roles can be assigned to one user
• Permissions are combined across roles
• Admin role should be limited to trusted users

What Next?

• Add new users → User Management
• Set up system → Installation & Setup
• Start operations → Sales