Users and permissions · Guide 19 of 624
Role-based permissions
Role permissions decide which documents a role can read, create, edit, submit, cancel, print, email or export in RockifyERP.
How to do it in RockifyERP
- Search for Role Permissions Manager and open it.
- Choose a Document Type, for example Sales Invoice, or a Role.
- Tick or untick the rights for each role: Read, Write, Create, Submit, Cancel, Delete, Print, Email, Export, Report.
- Changes apply straight away.
Tip: Give people the least access they need. For example, many cashiers need to create invoices but never to cancel them.
Need more help with RockifyERP?
Can’t find what you’re looking for? The RockifyERP support team can walk you through it. Contact RockifyERP support.