Users and permissions · Guide 18 of 624

Roles and role profiles

A role is a job function in RockifyERP, such as Sales User, Stock Manager or Accounts User. A role profile is a ready-made bundle of roles you can give to many people at once.

How to do it in RockifyERP

  1. To create a role profile, go to Users › Role Profile and click + Add.
  2. Name it after the job, for example Shop Cashier or Branch Manager.
  3. Tick the roles that job needs, then click Save.
  4. On each user, choose the Role Profile instead of ticking roles one by one.

Tip: Update the role profile and every user with that profile gets the change. That’s much easier than editing users one at a time.

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.

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