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