User Role Permissions

Each user role (except Administrator) needs at least one permission. Essentially, a permission is a bundle of rights that govern what a user can and can’t do in the system.

Permissions are categorized into various levels, each granting different capabilities:

  • View: Users can access and view data, but they are unable to make any modifications.
  • Create: In addition to viewing, users can also create new records or transactions, though they cannot edit them afterward.
  • Edit: Users have the ability to modify records or transactions after they have been created, in addition to viewing and creating.
  • Full: This level grants users the authority to view, create, edit, and also delete records or transactions.

Cautionary Note: It is crucial to exercise extreme caution when assigning Full permission levels. Such permissions should be reserved for a select few, as most operational roles should not possess transactional permissions at this level.

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