Tijarah360 offers robust tools to manage user permissions, enabling you to control who can access specific modules, perform actions, and view sensitive business data. Here's a detailed guide to managing user permissions effectively.

Step 1: Access the User Management Section

1. Log in to your Tijarah360 Dashboard.
2. Navigate to Settings > Users or Staff Management.
3. You will see a list of all existing users.

Step 2: Create or Edit a User

1. To Create a New User:
   • Click Create New User and fill in user details (e.g., name, email, phone number, location, and role).
2. To Edit an Existing User:
   • Select the user from the list and click Edit.

Step 3: Assign a Role

1. Predefined Roles:
   • Tijarah360 provides predefined roles with specific permissions:
     • Admin: Full access to all modules and settings.
     • Manager: Access to operational modules but limited control over settings.
     • Cashier: Limited to sales and billing operations.
     • Inventory Manager: Access to inventory-related modules.
2. Custom Roles:
   • If predefined roles don't meet your requirements, you can create a custom role with tailored permissions (see Step 4).

Step 4: Customize Permissions

1. Go to Roles & Permissions under the Settings section.
2. Create Role:
   • Click on Create Role to set up a new role with specific permissions.
3. Define Permissions:
   • Enable or restrict access to the following modules:
     • Sales: View, create, or manage transactions.
     • Inventory: Add, update, or delete stock records.
     • Reports: Access financial, sales, or inventory reports.
     • Accounting: View or manage expenses, vendor payments, and financial records.
     • Settings: Restrict or allow access to system configuration and user management.
4. Save Role:
   • Once the permissions are defined, save the role and assign it to relevant users.

Step 5: Assign Locations

• If your business operates in multiple locations, you can restrict a user’s access to specific branches or stores.

1. Under the user profile, select the Location field.
2. Assign one or more locations where the user is allowed access.
3. Save the changes.

Step 6: Test Permissions

1. Log in with the user’s credentials to verify their access level.
2. Ensure they can only access the modules and perform the actions defined in their role.

Example Scenarios for User Permissions

Scenario 1: Assigning a Cashier Role

• Role: Cashier
• Permissions:
  • Can process sales and generate invoices.
  • Cannot access inventory, reports, or financial modules.
• Location: Limited to the "Riyadh Store."

Scenario 2: Assigning a Manager Role

• Role: Manager
• Permissions:
  • Can access sales, reports, and inventory.
  • Cannot modify system settings or access accounting data.
• Location: Access to all branches.

Scenario 3: Creating a Custom Role

• Role Name: "Regional Supervisor"
• Permissions:
  • View all sales reports.
  • Edit inventory but no access to financial data.
• Locations: Assigned to the Jeddah and Dammam branches.

Benefits of Managing User Permissions in Tijarah360

1. Enhanced Security:
   • Protect sensitive data by limiting access to authorized users.
2. Improved Accountability:
   • Track user actions and ensure accountability for business activities.
3. Streamlined Operations:
   • Assign roles tailored to staff responsibilities, reducing errors and confusion.
4. Multi-Location Management:
   • Restrict access based on location for businesses with multiple branches.

FAQs

Q: Can I assign multiple roles to one user?

No, a user can have only one role at a time. However, you can create a custom role that combines permissions from multiple predefined roles.

Q: How can I restrict access to financial data?

• Customize the permissions for a user role and disable access to accounting or financial modules.

Q: Can I change permissions after creating a user?

Yes, you can update a user’s role or permissions at any time by editing their profile in the Users section.

Q: How do I track user activity?

• Use the Activity Log to monitor actions performed by each user, such as sales transactions, inventory updates, or report generation.