Navigation Path: Sales Module → Settings → User → Roles → Click on + Create New Role
Click:
Create New Role
3.1.1 Step 1: Enter Role Name
Example:
Junior Sales
Inventory Executive
Accounts Assistant
Factory Operator
3.1.2 Step 2: Global Permissions
You can enable:
Export Permission
Mass Update Permission
User Permission
Mass Delete Permission
Assignment Permission
These apply system-wide.
Introduction
Navigation Path: Sales Module → Settings → User → Roles → Click on + Create New Role
1.1 Roles & Permissions Guide
Roles allow you to control:
Who can see what
Who can create data
Who can edit data
Who can delete data
Who can assign tasks
Who can access reports
This helps prevent:
Data leakage
Unauthorized edits
Operational confusion
Textile Example & Mistakes
Textile Business Example
1.1 Example Scenario
You have:
HQ (Main Office)
Adajan (Branch)
Parvat Patiya (Branch)
You create:
Admin → Full Access
Branch Manager → Only Adajan
Sales Person → Only Parvat Patiya
Intern → Limited Access
Now:
Each person sees only relevant data
Owner sees all reports
No data leakage across branches
Common Mistakes to Avoid
Giving Admin access to everyone
Forgetting to assign branch
Deleting user instead of deactivating
Not defining role properly
Final Checklist
Invite sent
Role assigned
Branch access selected
User accepted invite
Status Active
Now your team is ready to work inside Wortal.
Understanding User Roles
Understanding User Roles
1.1 Understanding User Roles
When assigning role, you can select:
Admin
Branch Manager
User
Intern
And able to create a custom role as well
Each role has predefined permissions (based on your RBAC(Role-Based Access Control)).
Assign Branch Access
2.1 Assign Branch Access
While editing user access, you can:
Select single branch
Select multiple branches
Select All branches
Example:
Delhi
Mumbai
Bangalore
Branch-wise access ensures:
Sales person sees only their branch data
Branch manager sees their branch operations
Admin sees all branches
Edit User Access
3.1 Edit User Access
Go to: Settings → Users → Click Edit Icon
Popup shows:
Email
Branch selection
Role
Status Toggle
You can:
Change role
Add / Remove branch access
Activate / Deactivate user
Click Save.
Activate / Deactivate User
4.1 Activate / Deactivate User
Inside Users list, status shows:
ACTIVE (Green)
INACTIVE (Red)
If you turn status off:
User cannot login
Data remains safe
Access is blocked
Useful when:
Employee leaves
Temporary suspension
Role change
WhatsApp Access Toggle
5.1 WhatsApp Access Toggle
In Users table you will see: WhatsApp toggle
This controls:
WhatsApp integration access
Chat / sharing features
Delete User
6.1 Delete User
Click the Delete icon.
6.2 Important
Deleting user removes login access
Past activity remains in reports
Recommended to Deactivate instead of Delete
Create / Invite New User
How to Create / Invite New User
Navigation Path: Any Module Where You Want To Invite → Settings → User → Users → Click on + Button
The system includes a user invitation flow that allows a business owner or admin to add users to their business by sending an invitation to their email address along with an assigned role. After the invitation is sent, the system checks whether the email is already registered on the platform. If the user is already registered, they can log in and directly access the business with permissions based on their assigned role. If the user is not registered, they must first create an account using the invitation link sent to their email. Once the registration is completed, the system links the account to the invitation and grants the user access to the business according to the assigned role.
2.1.1 Step 1: Go to
Settings → Users
You will see:
Users tab
Roles tab
Invite New User button
Click + Invite New User.
2.1.2 Step 2: Invite User
A popup will open.
2.1.3 Fill Required Details
Field — Description
Send To — Enter user’s email Select Branch — Choose one or multiple branches Select Role — Assign role
Click:
Send Invite or
Save as Draft
What Happens After Sending an Invitation?
User receives email invitation
Status shows as Pending (in Invited Users section)
Once accepted → user becomes Active
Introduction
User Management Guidance Under – Wortal
User management allows you to:
Add team members
Assign roles
Give branch-wise access
Control permissions
Activate / Deactivate users
BUSINESS SETTING MODULE
You will see this screen when you create a new business
Business Creation Guide
Why Business Setup Is Important?
Before using Wortal, you need to create your business profile.
This allows you to:
Store your company details
Add branches
Add warehouses
Add bank accounts
Enable billing & GST
Manage multi-branch textile operations
Business Profile Setup
2.1 Step 1: Go to Business Profile
Navigation Path: Sales Module → Settings → Business Profile
You will see three tabs:
Business Profile
Branch
Bank Details
2.2 Step 2: Fill Business Profile Details
2.2.1 Upload Business Logo
Click on logo area Upload your company logo
This logo will appear on invoices and Quotations.
2.2.2 Enter Business Information
Field — What to Enter
Business Name — Your registered company name Industry — Select Textile / IT / Other Currency — Default INR (change if needed) Contact Number — Main business phone number Email — Official company email Website — Your website (if available) PAN Number — Company PAN
After filling details, click Save.
Branch Setup
3.1 Step 3: Add Branch Details
If you have:
Multiple offices
Different godowns
Different cities operations
You should create branches.
Go to: Branch Tab → Click “+ Branch”
HQ will be a default system generated Branch, editable.
3.2 Fill Branch Details
3.2.1 Basic Information
Branch Name
Email
Contact Number
GSTIN (if applicable)
Fill all the details in HQ, as it will be reflecting in Quotations and Invoices.
3.2.2 Address Details
You must enter:
Country
State
City
Address Line 1
Address Line 2 (optional)
Landmark (optional)
Pincode
Click Add New.
Warehouse Setup (Inside Branch)
Navigation Path: Sales Module → Settings → Business → Branch
4.1 Add Warehouse Inside Branch
After branch is created, you can:
Add multiple warehouses
Set one as Primary
Activate / Deactivate warehouse
This is useful for:
Textile stock Separation
Separate godowns
Multi-location inventory tracking
Primary Warehouse will be a default system generated warehouse, editable.
