Employees – Employee Role Setup

The Employee Role Setup module allows the admin to create and manage different roles for employees, based on what parts of the admin panel they should have access to.

Resource management → Employees → Employee role setup

You can create a new role by selecting the specific modules or permissions you want that role to access.

• For example: You can create a "Manager" role with access to Orders and Reports only.
• All created roles will appear in the Employee Role List.
• From this list, you can edit or delete roles at any time.
• You can also update the module permissions for any role (except the default admin role).
• The onboarded tenant (owner) is assigned the Admin role by default.
• This role has full access to all modules in the system.
• The Admin role cannot be edited or deleted.

When creating a new employee under the Employee Creation screen:

• You must assign one of the active roles from the role setup.
• Based on the assigned role, the system will apply RBAC (Role-Based Access Control) to that employee.
• This ensures the employee can only access the modules allowed by their role in the Admin Panel; you must click Preview again and then Apply to update the application with the default look.

Note: Changes will only reflect in the customer application after clicking the Apply button. Previewing alone does not save the changes.