Setting Up User Roles

Creating custom User Roles   

To create a custom user role, 

     •    Go to  Admin >   Securities  . 

     •    Select the  Roles and Permissions option on the left side menu. 

 

     •    Click on the  New Role button.  

     •    You will be redirected to a role creation page.  

     •    Specify a Role Name.  

     •    Add a description for the role and proceed to control access rights & permissions.  

     •    Access rights & permissions can be set for your Contacts, Items, inventory, Sales, Purchases,  

           Accountant, Settings and Reports in Uprow. 

     •    You can either grant full access to a module or control it by configuring permissions to View,  

           Create, Edit, Delete & some advanced actions which are specific to that module. 

     •    You can also completely block access to/visibility of certain modules for a role.  

     •    To finish, click on  Save.  

 

 

 

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