BasisBasis
Settings

Staff Permissions

Control which modules each staff member can access and at what level. Available on Server and Cloud editions only.

Menu: Settings → Staff Permissions · Route: /admin/staff-permissions

Staff Permissions is available on Server and Cloud editions only. The Desktop edition always runs as System Admin (single user) and does not enforce per-module access.

User Roles

Each user in a business has one of three roles. Roles are set when adding a user in Owner → Users.

RoleAccess
OwnerFull access to all modules and settings. Cannot be restricted. There is exactly one Owner per business.
AdminFull access to all modules and settings. Can manage staff permissions. Cannot change the Owner role.
StaffAccess controlled per-module by the permission matrix set by Admin/Owner.

Permission Modules

Staff access is configured per module. Each module has four levels:

LevelWhat the staff member can do
NoneModule is hidden entirely. Navigation links and pages are inaccessible.
ViewCan view list pages and detail pages. Cannot create, edit, or delete.
CreateCan view, create, and edit. Cannot delete.
Full (Delete)Can view, create, edit, and delete.

The modules that can be individually controlled for Staff users:

ModuleCovers
SalesInvoiceSales Invoices, Credit Notes, Sales Orders, Delivery Notes, Receipts
PurchaseInvoicePurchase Invoices, Debit Notes, Purchase Orders, Receipt Notes, Payments
PaymentPayments, Receipts, Contra Entries, Bank Reconciliation
InventoryInventory Adjustments, Transfers, Manufacturing, Stock Opname
JournalEntryJournal Entries
OpeningBalanceOpening Balances
ReportAll reports (Financial Statements, GL, Sales, Purchase, Inventory, etc.)
MasterDataParties, Items, Chart of Accounts, Units, Tax Categories, and all other master data

Editing a Staff Member's Permissions

  1. Go to Settings → Staff Permissions. Each staff member is shown with their current permission badges.
  2. Click Edit Permissions on the staff member's card. A dialog opens with a module-level grid.
  3. Optionally select a Permission Template from the dropdown and click Apply to pre-fill all modules at once.
  4. Adjust individual modules as needed using the level selector (None / View / Create / Full).
  5. Click Save. The new permissions take effect on the staff member's next page navigation.

Permission Templates

Route: /admin/permission-templates · Menu: Settings → Permission Templates

Templates are named permission sets you can apply to multiple staff members in one click. Built-in templates (marked ★) cannot be edited or deleted. You can create unlimited custom templates.

Permission templates
Create a "Cashier" template (Payment only), a "Sales Staff" template (SalesInvoice + Report View), or any other role. Apply templates to new staff in seconds without repeating the same configuration.