Users, Roles & Permissions

The owner has full access. Every other person gets a login (and optionally a PIN) with a provision: the set of things they may do. Provisions have flat counter permissions shared by every trade, plus grouped vertical permissions (jewellery, construction, gym, parking) and a few trade fields kept flat so the server can scope data by them (cable areas, field-sales territory, hospital designation). A user's provision is read once at sign-in.

Where it is in the app

Settings > Users (owner / admin). On a local server the Local Admin tool manages server users; in cloud mode My Account under Tools. Field sales adds team members from its own Add Team Member; hospital adds clinical users from its user page.

Flow

flowchart TD
    A[Settings > Users > Add] --> B[Login: user name · password · phone · PIN]
    B --> C[Link to a staff contact
for commission and attendance]
    C --> D[Provision editor: tick permissions]
    D --> D1[Selling: Edit Price in Sales · Voucher Less
Edit Voucher · Delete Voucher · Cash Billing Only]
    D --> D2[Modules: purchase · payment · expense · income · salary · stock adjustment · loan · attendance · reports]
    D --> D3[Masters: add / edit / delete product · add / edit / delete contact]
    D --> D4[Vertical groups: jewellery · construction · gym · parking]
    D --> D5[Scope: the areas or territory they cover
and their designation]
    D1 & D2 & D3 & D4 & D5 --> S[(Their permissions, saved)]
    S --> L[User signs in: provision bound for the session]
    L --> M[Menus and buttons appear or hide accordingly]
    E[Owner edits a user's provision] -.->|takes effect on their next login| L

Provision is bound at login; a change for someone else needs them to sign in again.

Permissions

The editor shows the groups for your trade first, then one shared list every business has. These are the labels exactly as they appear on screen.

Shared — every business

One flat list, in this order:

Edit Price in Sales · Product Disc · Voucher Less · Max Less Percentage (shown once Voucher Less is on) · Extra Charges · Rate Type Selection · Edit Voucher · Delete Voucher · Payment Entry · Runs a cashier shift · Cash Billing Only · Show only user created voucher · Stock Adjustment · Manage Purchase · Add Product · Edit Product · Delete Product · Add Contact · Edit Contact · Delete Contact · Less Customer Points · Attendance · Expense · Income · Salary · View Reports.

Your trade’s group

Only the groups that apply to your business are shown.

Group	Permissions
Jewellery	Savings Schemes · Gold Loan / Girvi · Buy Old Jewellery · Custom Orders · Repairs · Edit Metal Rates
Projects (named for your trade — Projects, Jobs or Job Cards)	Create & Edit Projects · Bill Projects · Work Orders · Site Wages · Material Indents
Gym	Enrol & Renew · Amend Memberships · Check-ins · Sell PT Packages · Manage Plans & Lockers
Parking	Booth · Issue Passes · Register Vehicles · Manage Rates & Bays
Finance	Create & Edit Loans · Edit Loan Payments
Cable / Broadband	Manage Connections · Collect Recharges · Collect For Other Users · Receive Collections · Show Pending Amounts
Hospital	Manage Appointments · Manage Admissions · Post Ward Charges · Discharge & Bill · Report Investigations · See Clinical Notes

Field sales works differently. A rep or manager is not set up in this list at all — they are added from the Field Sales screen with Add Team Member, which carries its own Designation, Field work, Office, Order for other reps, Manage targets and Manage the team, plus the territory that person works.

A restricted user (anyone without full access) sees a trimmed menu; the seat can even change the home screen - a field rep lands on the rep shell, a doctor on the clinical view.

Designing a staff role

flowchart TD
    A[New person joining] --> B{What will they actually do?}
    B -->|bill at the counter| C[Sales rights
no purchase, no reports]
    B -->|manage stock| D[Product and stock rights]
    B -->|collect money| E[Payment rights]
    B -->|run the place| F[Most rights, still not the owner]
    C --> G{Should they change prices?}
    G -->|no| H[Leave price edit and discount off]
    G -->|within a limit| I[Set a maximum discount]
    C --> J{Should they see other people’s bills?}
    J -->|no| K[Show only user created voucher]
    C & D & E & F --> L{Do they handle cash?}
    L -->|yes| M[Runs a cashier shift]
    H & I & K & M --> N[Save · they sign in and it applies]

Start from the job, not the checklist — and remember a change only reaches them at their next sign-in.

PINs and devices

A PIN lets a staff member unlock the app quickly on a shared counter; logging out clears it. Devices a user has signed in on are listed; the connection type per device is chosen at first run and can be switched from Tools.