Roles and Permissions

The Roles and Permissions system in Ledgerflow allows you to define and manage different access levels for your team members. This feature helps you maintain security and control over who can access and modify different parts of the system.

Overview

Roles and Permissions is a crucial feature that enables you to:

• Create and manage different user roles
• Assign specific permissions to each role
• Control access to various system features
• Maintain security and data integrity

Managing Roles

Viewing Roles

To view all existing roles:

1. Navigate to Settings
2. Click on "Roles and Permissions"
3. You'll see a list of all defined roles with their names and descriptions

Creating a New Role

To create a new role:

1. Go to the Roles and Permissions page
2. Click the "Add New Role" button
3. Fill in the required information:
   • Role name
   • Description
   • Permissions
4. Save the new role

Editing Roles

To modify an existing role:

1. Go to the Roles and Permissions page
2. Find the role you want to edit
3. Click the "Edit" button next to the role
4. Make the necessary changes
5. Save your modifications

Available Permissions

The system currently provides two main permission groups that can be assigned to roles:

Invoice Management

This permission group includes:

• Create invoice
• View invoice
• Edit invoice
• Delete invoice

Product & Service Management

This permission group includes:

• Create product
• View product
• Edit product
• Delete product

When creating or editing a role, you can select either or both of these permission groups. Selecting a group will automatically grant all the permissions within that group.

Note: While the system supports additional permissions, they are currently not available through the user interface. Contact your system administrator for more information about other available permissions.

Role Management Best Practices

1. Start with Basic Roles: Begin with fundamental roles like:

   • Administrator
   • Manager
   • User
   • Viewer

2. Use Clear Naming: Give roles descriptive names that clearly indicate their purpose

3. Document Permissions: Keep track of what each role can do

4. Regular Review: Periodically review and update roles to ensure they still meet your organization's needs

Security Considerations

• Always follow the principle of least privilege
• Regularly audit role assignments
• Remove unused roles
• Document any changes to role permissions
• Ensure sensitive operations require appropriate permissions

Troubleshooting

If you encounter issues with roles and permissions:

1. Verify that the user has the correct role assigned
2. Check if the role has the necessary permissions
3. Ensure the role hasn't been modified or deleted
4. Contact your system administrator if problems persist