The Administration module provides system-wide configuration and user management. Administrators can manage users, define roles and permissions, configure modules, and set up global system settings.
Administrator Only
This module is restricted to users with Administrator privileges. Changes made here affect the entire system.
1. User Management
Manage system users, their access credentials, and preferences.
User Information
| Field | Description | Required |
|---|---|---|
| Name | User's display name | Yes |
| Login email address (must be unique) | Yes | |
| Password | Secure password (hashed in database) | Yes |
| Roles | Assigned roles determining permissions | No |
| Timezone | User's preferred timezone | No |
| Email Notifications | Enable/disable email alerts | No (default: On) |
| Is Active | Enable/disable user account | No (default: Active) |
How to Create a New User
- Navigate to Administration → Users
- Click "New User"
- Enter the user's name and email address
- Set an initial password
- Assign one or more roles
- Configure timezone and notification preferences
- Click "Save"
Reset Password
Reset a user's password if they forget it. A new temporary password will be set.
Deactivate User
Disable a user account to prevent login while preserving their data.
Reactivate User
Re-enable a previously deactivated user account.
2. Role Management
Roles group permissions together for easy assignment to users. A user can have multiple roles, and their effective permissions are the combination of all assigned roles.
Role Configuration
Basic Settings
- Name - Role identifier (e.g., "Sales Manager")
- Description - What this role is for
- Is Active - Enable/disable the role
Assignments
- Permissions - List of granted permissions
- Modules - Accessible system modules
Common Role Examples
Administrator
Full system access, all modules and permissions
Sales Representative
Commercial module, view customers, create quotations
Warehouse Staff
Inventory module, stock operations, transfers
Cashier
POS module only, process transactions
Accountant
Financial module, reports, AR/AP access
Purchasing Officer
Procurement module, suppliers, purchase orders
How to Create a New Role
- Navigate to Administration → Roles
- Click "New Role"
- Enter a descriptive name
- Add a description of the role's purpose
- Select the modules this role can access
- Select the permissions to grant
- Click "Save"
3. Permission Management
Permissions define specific actions users can perform. They are assigned to roles, which are then assigned to users.
Permission Types
Read access
Add new records
Modify existing
Remove records
Example Permissions
customer.view - View customerscustomer.create - Create customersorder.approve - Approve ordersinventory.transfer - Transfer stockreport.financial - View financial reportsadmin.settings - Modify settings4. Module Configuration
Configure which modules are available in the system and which roles can access them.
Available Modules
5. System Settings
Configure global system settings that affect all modules.
Currency Settings
Configure supported currencies and default currency for transactions.
VAT Configuration
Set up tax rates and VAT settings for different regions or product types.
Payment Methods
Configure accepted payment methods (Cash, Card, Digital Wallet, etc.).
Module Settings
Enable or disable modules based on business needs.
Security Best Practices
- Least Privilege: Only grant permissions users actually need for their role.
- Regular Review: Periodically review user accounts and deactivate unused ones.
- Strong Passwords: Enforce strong password policies for all users.
- Role Separation: Use multiple roles rather than one "super role" with all permissions.
- Audit Trail: Monitor user activity through system logs.
Module Documentation
Learn about the modules you can configure: