Role Based Permissions

Role Based Permissions allow you to control exactly what each role can do with each document type in YousrERP.

Using the Role Permissions Manager

Go to: Users and Permissions > Role Permissions Manager

Permissions are applied on a combination of:

• Roles: Users are assigned roles, and permission rules apply to those roles.
• Document Types: Each type of document (Sales Invoice, Leave Application, Stock Entry, etc.) has separate role-based permissions.
• Permission Levels: Fields can be grouped into levels (0-9), with different permissions for each level.
• Document Stages: Permissions apply at Creation, Saving, Submission, Cancellation, and Amendment.

Example: Leave Application Permissions

Here's how a typical permission setup works:

• Employee Role — Read, Write, Create permissions on their own Leave Applications. User Permissions restrict them to only their own records.
• HR Manager — Read access to all Leave Applications (no User Permission restriction).
• Leave Approver — Read and Write access, with User Permissions limited to their subordinates.
• HR User — Full access including the ability to Set User Permissions for others on Leave Application.

Adding a New Rule

1. In the Role Permissions Manager, click Add a New Rule.
2. Select a Role and Permission Level.
3. Click Add — a new row appears in the rules table.
4. Check the permissions you want to grant.
5. Click Save.

Permission Types

Permission Levels

Permission Levels allow you to restrict access to specific fields within a document. For example:

• Level 0: Basic fields visible to all with Read access
• Level 1: Sensitive fields (like "Status" or "Approved Amount") restricted to specific roles

Related Topics

• User Permissions
• Report Permission Error