Managing user roles in BillBook helps control access and permissions efficiently. You can create custom roles, assign specific permissions, and restrict users to certain locations.

👥 Adding Roles #

Every new business comes with default roles:

✅ Admin – Has full access to all features and settings.
✅ Cashier – Can only access the POS (Point of Sale) section.

📌 Need more roles? You can create custom roles with specific permissions!

➕ Creating a New Role #

1️⃣ Go to → User Management → Roles → Add
2️⃣ Enter a Role Name (e.g., Manager, Accountant, Salesperson)
3️⃣ Select the necessary permissions for that role 🛠️
4️⃣ Click “Save” 💾

📍 Location-Based Access #

Sometimes, you may want to restrict a role to specific locations.

✅ If a role should access only certain locations, select them under “Access Locations”.
✅ To allow access to all locations, choose “All Locations”.

✏️ Editing & Deleting Roles #

• Roles can be edited to update permissions as needed. 🔄
• Roles can also be deleted when no longer needed. ❌

⚠️ Important:
Before deleting a role, make sure all users assigned to it have been reassigned to another role.

With BillBook’s Role Management, you can customize access control and ensure users only have permissions relevant to their job! 🚀

Let me know if you need any refinements! 😊