Learn how to configure roles and manage user permissions in ServX Pro.
Understanding Roles
Roles are templates that define what users can access and do in the system:
- Each role contains a set of permissions
- Users are assigned one or more roles
- Permissions combine when multiple roles assigned
- Changes to roles affect all users with that role
Default System Roles
Administrator
Full system access. Can manage all settings, users, and data.
Manager
Access to operations and reporting. Can manage staff in their area.
Cashier
POS access only. Can process sales and basic customer service.
Stock Clerk
Inventory access. Can receive goods and manage stock levels.
Creating a Custom Role
- Navigate to Administration → Roles
- Click "New Role"
- Enter role name and description
- Select permissions for each module
- Configure data access levels
- Click "Save"
Permission Types
View
Read-only access
Create
Add new records
Edit
Modify existing
Delete
Remove records
Tips
- Follow the principle of least privilege
- Create specific roles rather than using Administrator for everyone
- Review role assignments regularly