{"id":148992,"date":"2026-09-28T10:16:11","date_gmt":"2026-09-28T10:16:11","guid":{"rendered":"https:\/\/docs.daftra.com\/tutorial\/%d8%b6%d8%a8%d8%b7-%d9%88%d8%aa%d9%87%d9%8a%d8%a6%d8%a9-%d8%a5%d8%af%d8%a7%d8%b1%d8%a9-%d8%a3%d8%af%d9%88%d8%a7%d8%b1-%d8%a7%d9%84%d9%85%d9%88%d8%b8%d9%81%d9%8a%d9%86\/"},"modified":"2026-10-07T07:40:09","modified_gmt":"2026-10-07T07:40:09","slug":"configuring-and-setting-up-employee-roles-management","status":"publish","type":"tutorial","link":"https:\/\/docs.daftra.com\/en\/tutorial\/configuring-and-setting-up-employee-roles-management\/","title":{"rendered":"Configuring and Setting Up Employee Roles Management"},"content":{"rendered":"
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Employee roles control what each user can see and do in the system. You create the role from Manage Employee Roles, choose its permissions from a list divided by app, then link it to users. Alongside the role\u2019s permissions, there are permissions at the level of warehouses, treasuries, and accounts, and dynamic permissions for request types and workflows. This guide explains creating a role, how permissions work, the difference between the \u201cAll\u201d and \u201cOwn\u201d permissions, with a table of every permission and what it allows.<\/p>\n

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\ud83d\udec8<\/span><\/p>\n

Note:<\/strong> only the permissions of the apps enabled in your account appear on the role screen. Some permissions appear when a certain setting is enabled, such as the permissions for sales orders, stock requests, and viewing invoice profit.<\/p>\n<\/div>\n

Before You Start<\/h2>\n
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  • You need the permission to add a new employee role to create roles, and to edit the employee role to edit them. The account owner always has all permissions.<\/li>\n
  • The account owner isn\u2019t linked to a role and their permissions cannot be restricted.<\/li>\n<\/ul>\n

    Steps to Create an Employee Role<\/h2>\n
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    1. Open Manage Employee Roles and click Add Employee Role.<\/li>\n
    2. Enter the employee role (a unique name that isn\u2019t repeated).<\/li>\n
    3. Choose the role type: User for someone who logs into the system and works on it, or Employee for someone who uses self-service only (attendance, leave, requests, and payslips). The Employee type appears with the human resources app.<\/li>\n
    4. Enable Manager (Admin) to give the role all permissions, or choose the permissions from the tabs (Sales, CRM, Human Resources, Inventory and Purchases, Operations, Accounting\u2026). In each app there is a Select All option and a counter of active permissions.<\/li>\n
    5. Click Save or Save and Add New.<\/li>\n
    6. Link the role to users from the data of each employee in Manage Employees.<\/li>\n<\/ol>\n

      To create a role similar to an existing one, use Copy; the permissions are copied and the name stays empty.<\/p>\n

      How Permissions Work<\/h2>\n
        \n
      • Manager (Admin):<\/strong> passes all permission checks, and sees all warehouses, treasuries, and accounts. It doesn\u2019t apply to a role of the Employee type.<\/li>\n
      • Employee type:<\/strong> keeps only the self-service permissions (attendance, leave, requests, payslip, shifts, their own contracts, the organizational chart), and the system removes any others when saving.<\/li>\n
      • Included permissions:<\/strong> choosing some permissions automatically selects related permissions; for example, adding invoices for all clients includes viewing all clients and adding invoices for their own clients, creating a payroll run includes viewing it, and deleting entries includes viewing and adding entries.<\/li>\n
      • Editing the role:<\/strong> all users who have this role are logged out immediately, and the new permissions are applied when they log in again. The same happens when a user\u2019s role, branches, or password is changed.<\/li>\n
      • Deleting the role:<\/strong> not possible if it is linked to any employee.<\/li>\n
      • Blocked pages:<\/strong> from the role settings you can block links to specific pages for the role, so they disappear from the menus and cannot be opened.<\/li>\n<\/ul>\n

        \u201cAll\u201d and \u201cOwn\u201d Permissions<\/h2>\n

        Most modules come with paired permissions:<\/p>\n\n\n\n\n\n\n\n\n
        Type<\/th>\nMeaning<\/th>\n<\/tr>\n
        \u2026 All \/ All \u2026<\/td>\nOn all records, including their own records.<\/td>\n<\/tr>\n
        \u2026 Own<\/td>\nOn the records the user created only.<\/td>\n<\/tr>\n
        His clients \/ Own clients<\/td>\nThe clients they created or those assigned to them from \u201cAssign Clients to Employees.\u201d<\/td>\n<\/tr>\n
        Own invoices<\/td>\nThe invoices they created or that they are the salesperson of.<\/td>\n<\/tr>\n
        \u2026 for Own Clients<\/td>\nAdding for their own clients only; no others appear to them when choosing.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

        Example: a sales representative who sees their own clients and issues invoices to them only: View Own Clients + Edit & Delete Own Clients + Add Invoices to Own Clients + View Own Invoices + Add Payments to Own Invoices.<\/p>\n<\/div>\n

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        Permissions at the Level of Warehouses, Treasuries, and Accounts<\/h2>\n

        In addition to the role\u2019s permissions, you specify on the page of each warehouse, treasury, or account who can use it (Warehouses, Treasuries, Chart of Accounts):<\/p>\n\n\n\n\n\n\n
        Item<\/th>\nPermission Levels<\/th>\n<\/tr>\n
        Warehouse<\/td>\nView, Create Invoice (appears in invoices), Edit Stock (appears in requisitions, transfers, and stock movements). Each level is independent; edit stock doesn\u2019t include view.<\/td>\n<\/tr>\n
        Treasury \/ Bank Account<\/td>\nDeposit, Withdraw.<\/td>\n<\/tr>\n
        Account \/ Main Account<\/td>\nFull control, for all branches or for specific branches (when accounts are customized at the branch level).<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

        Each permission is given to: everyone, a specific employee, a specific employee role, or a specific branch. The user sees everything given to them, their role, their branch, or everyone. The owner and anyone with a Manager role see all items.<\/p>\n

        Dynamic Permissions (Requests and Workflows)<\/h2>\n

        For each request type (in the Requests app) and each workflow type, you specify who can add, view, and approve: everyone, no one, a specific employee role, a specific employee, a specific branch, a department, or a job title. This works on top of the role\u2019s permissions; the user must first have the requests permission in their role.<\/p>\n

        Permissions Table<\/h2>\n

        Clients<\/h3>\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n
        Permission<\/th>\nWhat It Allows<\/th>\n<\/tr>\n
        Add New Client<\/td>\nAdding clients.<\/td>\n<\/tr>\n
        View Own Clients<\/td>\nViewing the clients they created or those assigned to them.<\/td>\n<\/tr>\n
        View All Clients<\/td>\nViewing all clients.<\/td>\n<\/tr>\n
        Edit & Delete Own Clients<\/td>\nEditing and deleting their own clients.<\/td>\n<\/tr>\n
        Edit & Delete All Clients<\/td>\nEditing and deleting any client.<\/td>\n<\/tr>\n
        Assign Clients to Employees<\/td>\nAssigning clients and appointments to employees.<\/td>\n<\/tr>\n
        Edit Client Settings<\/td>\nThe client settings page and managing custom statuses.<\/td>\n<\/tr>\n
        View All Clients\u2019 Reports<\/td>\nClient reports for all clients.<\/td>\n<\/tr>\n
        View Own Clients\u2019 Reports<\/td>\nReports of their own clients only.<\/td>\n<\/tr>\n
        View All Activity Logs<\/td>\nThe system\u2019s full activity log.<\/td>\n<\/tr>\n
        View Own Activity Log<\/td>\nTheir own activity log only.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

        Follow-up (Notes, Attachments, and Appointments)<\/h3>\n\n\n\n\n\n\n\n\n\n\n
        Permission<\/th>\nWhat It Allows<\/th>\n<\/tr>\n
        Add Notes \/ Attachments \/ Appointments for All Clients<\/td>\nAdding on any client.<\/td>\n<\/tr>\n
        Add Notes \/ Attachments \/ Appointments for Assigned Clients<\/td>\nAdding on their assigned clients.<\/td>\n<\/tr>\n
        View All Notes \/ Attachments \/ Appointments for All Clients<\/td>\nViewing everything.<\/td>\n<\/tr>\n
        View All Notes \/ Attachments \/ Appointments for Assigned Clients<\/td>\nViewing everything on their assigned clients.<\/td>\n<\/tr>\n
        View Own Notes \/ Attachments \/ Appointments<\/td>\nViewing only what they created.<\/td>\n<\/tr>\n
        Edit & Delete All Notes \/ Attachments \/ Appointments for All Clients<\/td>\nEditing and deleting everything.<\/td>\n<\/tr>\n
        Edit & Delete Own Notes, Attachments, and Appointments<\/td>\nEditing and deleting what they created.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

        Sales<\/h3>\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n
        Permission<\/th>\nWhat It Allows<\/th>\n<\/tr>\n
        Add Invoices to All Clients<\/td>\nIssuing invoices to any client.<\/td>\n<\/tr>\n
        Add Invoices to Own Clients<\/td>\nIssuing invoices to their own clients only.<\/td>\n<\/tr>\n
        Add Draft Invoices to All Clients<\/td>\nCreating draft-only invoices for any client.<\/td>\n<\/tr>\n
        Add Draft Invoices to Own Clients<\/td>\nDrafts for their own clients only.<\/td>\n<\/tr>\n
        Issue Draft Invoices<\/td>\nConverting a draft to an issued invoice.<\/td>\n<\/tr>\n
        View All Invoices<\/td>\nViewing all invoices.<\/td>\n<\/tr>\n
        View Own Invoices<\/td>\nThe invoices they created or are the salesperson of.<\/td>\n<\/tr>\n
        Edit & Delete All Invoices<\/td>\nEditing and deleting any invoice (and credit notes).<\/td>\n<\/tr>\n
        Edit & Delete Own Invoices<\/td>\nEditing and deleting their invoices.<\/td>\n<\/tr>\n
        Edit Invoice Date<\/td>\nChanging the invoice date.<\/td>\n<\/tr>\n
        View Invoice Profit<\/td>\nThe Profit tab in the invoice (when enabled in the settings).<\/td>\n<\/tr>\n
        Add Invoices for All Products<\/td>\nSelling from all products; without it, they are restricted to the products allowed for them.<\/td>\n<\/tr>\n
        Allow Selling Below the Product\u2019s Minimum Price<\/td>\nBypassing the product\u2019s minimum price.<\/td>\n<\/tr>\n
        Change Salesperson<\/td>\nChanging the salesperson in the invoice and the point of sale.<\/td>\n<\/tr>\n
        Add Payments to All Invoices<\/td>\nRecording payments on any invoice.<\/td>\n<\/tr>\n
        Add Payments to Own Invoices<\/td>\nRecording payments on their invoices.<\/td>\n<\/tr>\n
        Delete & Edit All Payments<\/td>\nEditing and deleting any payment.<\/td>\n<\/tr>\n
        Delete & Edit Own Payments<\/td>\nEditing and deleting their payments.<\/td>\n<\/tr>\n
        Change Payment Date<\/td>\nRecording a payment with a date other than today.<\/td>\n<\/tr>\n
        Manage Deleted Sales Transactions<\/td>\nViewing, restoring, and permanently deleting deleted sales documents.<\/td>\n<\/tr>\n
        View All Tax Reports<\/td>\nTax reports.<\/td>\n<\/tr>\n
        Add Quotation for All Clients<\/td>\nQuotations for any client.<\/td>\n<\/tr>\n
        Add Quotation for Own Clients<\/td>\nQuotations for their clients.<\/td>\n<\/tr>\n
        View All Quotations<\/td>\nViewing all quotations.<\/td>\n<\/tr>\n
        View Own Quotations<\/td>\nViewing their quotations.<\/td>\n<\/tr>\n
        Edit & Delete Quotations<\/td>\nEditing and deleting any quotation.<\/td>\n<\/tr>\n
        Edit & Delete Own Quotations<\/td>\nEditing and deleting their quotations.<\/td>\n<\/tr>\n
        Add New Sales Order for All Clients<\/td>\nSales orders for any client (when sales orders are enabled).<\/td>\n<\/tr>\n
        Add New Sales Order for Own Clients Only<\/td>\nSales orders for their clients.<\/td>\n<\/tr>\n
        View All Sales Orders<\/td>\nViewing all sales orders.<\/td>\n<\/tr>\n
        View Own Sales Orders Only<\/td>\nViewing their orders.<\/td>\n<\/tr>\n
        Edit & Delete All Sales Orders<\/td>\nEditing and deleting any sales order.<\/td>\n<\/tr>\n
        Edit & Delete Own Sales Orders Only<\/td>\nEditing and deleting their orders.<\/td>\n<\/tr>\n
        Convert Sales Order to Invoice<\/td>\nConverting a sales order to an invoice.<\/td>\n<\/tr>\n
        Add New Debit Note for All Clients<\/td>\nDebit notes for any client.<\/td>\n<\/tr>\n
        Add New Debit Note for Own Clients Only<\/td>\nDebit notes for their clients.<\/td>\n<\/tr>\n
        View All Debit Notes<\/td>\nViewing all.<\/td>\n<\/tr>\n
        View Own Debit Notes Only<\/td>\nViewing their notes.<\/td>\n<\/tr>\n
        Edit & Delete All Debit Notes<\/td>\nEditing and deleting all.<\/td>\n<\/tr>\n
        Edit & Delete Own Debit Notes Only<\/td>\nEditing and deleting their notes.<\/td>\n<\/tr>\n
        Send Invoices to the Tax Authority<\/td>\nSending invoices for e-invoicing (Saudi Arabia, Egypt, Jordan).<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

        Point of Sale<\/h3>\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n
        Permission<\/th>\nWhat It Allows<\/th>\n<\/tr>\n
        Open Sessions for All Users<\/td>\nOpening a session in the name of any user and entering any session.<\/td>\n<\/tr>\n
        Open Own Sessions<\/td>\nOpening a session for themselves.<\/td>\n<\/tr>\n
        Close Sessions for All Users<\/td>\nClosing any session.<\/td>\n<\/tr>\n
        Close Own Sessions<\/td>\nClosing their sessions.<\/td>\n<\/tr>\n
        View All Sessions<\/td>\nViewing all sessions.<\/td>\n<\/tr>\n
        View Own Sessions Only<\/td>\nViewing their sessions.<\/td>\n<\/tr>\n
        Confirm Closing of All Sessions<\/td>\nApproving the closing of any session.<\/td>\n<\/tr>\n
        Confirm Closing of Own Sessions<\/td>\nApproving the closing of their sessions.<\/td>\n<\/tr>\n
        Edit Product Prices<\/td>\nEditing the price on the POS screen.<\/td>\n<\/tr>\n
        Add Discount<\/td>\nAdding a discount in the point of sale.<\/td>\n<\/tr>\n
        Delete Session<\/td>\nDeleting a session.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

        Products and Inventory<\/h3>\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n
        Permission<\/th>\nWhat It Allows<\/th>\n<\/tr>\n
        Add New Product<\/td>\nAdding products and services.<\/td>\n<\/tr>\n
        View All Products<\/td>\nViewing all products.<\/td>\n<\/tr>\n
        View Own Products<\/td>\nViewing the products they created.<\/td>\n<\/tr>\n
        Edit & Delete All Products<\/td>\nEditing and deleting any product.<\/td>\n<\/tr>\n
        Edit & Delete Own Products<\/td>\nEditing and deleting their products.<\/td>\n<\/tr>\n
        Add\/Edit Price Group<\/td>\nAdding and editing price lists.<\/td>\n<\/tr>\n
        View Price Group<\/td>\nViewing price lists.<\/td>\n<\/tr>\n
        Delete Price Group<\/td>\nDeleting price lists.<\/td>\n<\/tr>\n
        Edit Product Stock Count<\/td>\nAdding and issuing quantities manually.<\/td>\n<\/tr>\n
        Track Stock<\/td>\nStock movements and their reports.<\/td>\n<\/tr>\n
        Transfer Stock<\/td>\nTransferring between warehouses.<\/td>\n<\/tr>\n
        View Stock Movement Price<\/td>\nSeeing the cost in stock movements.<\/td>\n<\/tr>\n
        Edit Stock Movement Price<\/td>\nEditing the cost in movements.<\/td>\n<\/tr>\n
        Add Stock Requisition<\/td>\nCreating stock requisitions.<\/td>\n<\/tr>\n
        Edit Stock Requisition<\/td>\nEditing, deleting, approving, and rejecting requisitions.<\/td>\n<\/tr>\n
        View Stock Requisition<\/td>\nViewing requisitions.<\/td>\n<\/tr>\n
        Add Stock Request<\/td>\nRaising stock requests (when enabled).<\/td>\n<\/tr>\n
        Edit Stock Request<\/td>\nEditing requests.<\/td>\n<\/tr>\n
        Delete Stock Request<\/td>\nDeleting requests.<\/td>\n<\/tr>\n
        View Stock Request<\/td>\nViewing requests.<\/td>\n<\/tr>\n
        Approve \/ Reject Stock Request<\/td>\nApproving or rejecting stock requests.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

        Purchases and Suppliers<\/h3>\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n
        Permission<\/th>\nWhat It Allows<\/th>\n<\/tr>\n
        Add New Purchase Invoice<\/td>\nCreating purchase invoices.<\/td>\n<\/tr>\n
        View All Purchase Invoices<\/td>\nViewing all.<\/td>\n<\/tr>\n
        View Own Purchase Invoices<\/td>\nViewing their invoices.<\/td>\n<\/tr>\n
        Edit or Delete All Purchase Invoices<\/td>\nEditing and deleting all.<\/td>\n<\/tr>\n
        Edit or Delete Own Purchase Invoices<\/td>\nEditing and deleting their invoices.<\/td>\n<\/tr>\n
        Manage Deleted Purchase Transactions<\/td>\nRestoring and deleting deleted purchase documents.<\/td>\n<\/tr>\n
        Add New Suppliers<\/td>\nAdding suppliers.<\/td>\n<\/tr>\n
        View All Suppliers<\/td>\nViewing all.<\/td>\n<\/tr>\n
        View Suppliers They Created<\/td>\nViewing those they created.<\/td>\n<\/tr>\n
        Edit & Delete All Suppliers<\/td>\nEditing and deleting all.<\/td>\n<\/tr>\n
        Edit & Delete Own Suppliers<\/td>\nEditing and deleting their suppliers.<\/td>\n<\/tr>\n
        Manage Purchase Requests<\/td>\nPurchase requests.<\/td>\n<\/tr>\n
        Approve \/ Reject Purchase Requests<\/td>\nApproving purchase requests.<\/td>\n<\/tr>\n
        Manage Purchase Quotations<\/td>\nPurchase quotations.<\/td>\n<\/tr>\n
        Approve \/ Reject Purchase Quotations<\/td>\nApproving them.<\/td>\n<\/tr>\n
        Convert Purchase Quotations to Purchase Orders<\/td>\nConverting to a purchase order.<\/td>\n<\/tr>\n
        Manage Purchase Orders<\/td>\nPurchase orders.<\/td>\n<\/tr>\n
        Convert Purchase Order to Purchase Invoice<\/td>\nConverting to a purchase invoice.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

        Expenses, Incomes, Treasuries, and Cheques<\/h3>\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n
        Permission<\/th>\nWhat It Allows<\/th>\n<\/tr>\n
        Add Expense Record<\/td>\nAdding expenses (payment vouchers).<\/td>\n<\/tr>\n
        View All Expenses<\/td>\nViewing all.<\/td>\n<\/tr>\n
        View Expenses They Created<\/td>\nViewing their expenses.<\/td>\n<\/tr>\n
        Edit & Delete All Expenses<\/td>\nEditing and deleting all.<\/td>\n<\/tr>\n
        Edit & Delete Own Expenses<\/td>\nEditing and deleting their expenses.<\/td>\n<\/tr>\n
        Add\/Edit\/Delete Draft Expenses<\/td>\nDraft expenses only.<\/td>\n<\/tr>\n
        Add Expense Category<\/td>\nAdding expense categories.<\/td>\n<\/tr>\n
        Add Income<\/td>\nAdding receipt vouchers.<\/td>\n<\/tr>\n
        View All Receipt Vouchers<\/td>\nViewing all.<\/td>\n<\/tr>\n
        View Receipt Vouchers They Created<\/td>\nViewing their vouchers.<\/td>\n<\/tr>\n
        Edit & Delete All Receipt Vouchers<\/td>\nEditing and deleting all.<\/td>\n<\/tr>\n
        Edit & Delete Own Receipt Vouchers<\/td>\nEditing and deleting their vouchers.<\/td>\n<\/tr>\n
        Add\/Edit\/Delete Draft Incomes<\/td>\nDraft incomes only.<\/td>\n<\/tr>\n
        Add Treasury<\/td>\nAdding treasuries.<\/td>\n<\/tr>\n
        Add Bank Account<\/td>\nAdding bank accounts.<\/td>\n<\/tr>\n
        View Own Treasuries<\/td>\nViewing the treasuries they are allowed.<\/td>\n<\/tr>\n
        Edit Default Treasury<\/td>\nChanging their default treasury.<\/td>\n<\/tr>\n
        Add Cheque Book<\/td>\nAdding cheque books.<\/td>\n<\/tr>\n
        View Cheque Book<\/td>\nViewing them.<\/td>\n<\/tr>\n
        Edit & Delete Cheque Book<\/td>\nEditing and deleting them.<\/td>\n<\/tr>\n
        Manage Received Cheques<\/td>\nReceived cheques.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

        General Accounting<\/h3>\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n
        Permission<\/th>\nWhat It Allows<\/th>\n<\/tr>\n
        Manage Entry Accounts<\/td>\nThe chart of accounts.<\/td>\n<\/tr>\n
        View All Entries<\/td>\nViewing all entries.<\/td>\n<\/tr>\n
        View Own Entries<\/td>\nViewing their entries.<\/td>\n<\/tr>\n
        Add\/Edit All Entries<\/td>\nAdding and editing any entry.<\/td>\n<\/tr>\n
        Add\/Edit\/Delete Own Entries<\/td>\nTheir entries only.<\/td>\n<\/tr>\n
        Add\/Edit Draft Entries<\/td>\nDraft entries only.<\/td>\n<\/tr>\n
        Delete Entries<\/td>\nDeleting entries (including the permissions to view and manage them).<\/td>\n<\/tr>\n
        View Cost Centers<\/td>\nViewing cost centers.<\/td>\n<\/tr>\n
        Manage Cost Centers<\/td>\nManaging them and managing the financial periods.<\/td>\n<\/tr>\n
        View Closed Periods<\/td>\nViewing the financial and closed periods.<\/td>\n<\/tr>\n
        Manage Closed Periods<\/td>\nAdding and closing periods.<\/td>\n<\/tr>\n
        Add New Assets<\/td>\nFixed assets and their depreciation.<\/td>\n<\/tr>\n
        Manage Asset Settings<\/td>\nAsset settings.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

        Settings and General<\/h3>\n\n\n\n\n\n\n\n\n\n\n
        Permission<\/th>\nWhat It Allows<\/th>\n<\/tr>\n
        Edit General Settings<\/td>\nAlmost all the settings pages: general, sales, purchases, inventory, accounts, point of sale, numbering, branches, templates, and apps.<\/td>\n<\/tr>\n
        Edit Payment Options<\/td>\nPayment methods.<\/td>\n<\/tr>\n
        Edit Tax Settings<\/td>\nTaxes.<\/td>\n<\/tr>\n
        View Account Information<\/td>\nSubscription and account information.<\/td>\n<\/tr>\n
        Switch Between the Beta Version and the Main Version<\/td>\nSwitching between the two versions.<\/td>\n<\/tr>\n
        View Own Reports<\/td>\nReports on their data.<\/td>\n<\/tr>\n
        View Smart Credits Consumption Report<\/td>\nThe AI consumption report.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

        Employees and Roles<\/h3>\n\n\n\n\n\n\n\n\n\n\n
        Permission<\/th>\nWhat It Allows<\/th>\n<\/tr>\n
        Add New Employee<\/td>\nAdding users and employees.<\/td>\n<\/tr>\n
        Edit & Delete Employee<\/td>\nEditing and deleting them.<\/td>\n<\/tr>\n
        Show Employee Profile<\/td>\nViewing employee profiles.<\/td>\n<\/tr>\n
        Add New Employee Role<\/td>\nCreating roles.<\/td>\n<\/tr>\n
        Edit\/Delete Employee Roles<\/td>\nEditing and deleting roles and blocked pages.<\/td>\n<\/tr>\n
        View Employee Documents<\/td>\nViewing documents.<\/td>\n<\/tr>\n
        Manage Employee Documents<\/td>\nManaging them.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

        Time Tracking and Projects<\/h3>\n\n\n\n\n\n\n\n\n\n\n
        Permission<\/th>\nWhat It Allows<\/th>\n<\/tr>\n
        Add New Project<\/td>\nAdding projects.<\/td>\n<\/tr>\n
        Edit & Delete All Projects<\/td>\nEditing and deleting them.<\/td>\n<\/tr>\n
        Add New Activity<\/td>\nAdding activities.<\/td>\n<\/tr>\n
        Edit & Delete All Activities<\/td>\nEditing and deleting them.<\/td>\n<\/tr>\n
        Add Own Working Hours<\/td>\nRecording their hours.<\/td>\n<\/tr>\n
        Edit Other Employees\u2019 Working Hours<\/td>\nEditing others\u2019 hours.<\/td>\n<\/tr>\n
        View Other Employees\u2019 Working Hours<\/td>\nRecording and viewing others\u2019 hours.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

        Work Orders and Workflows<\/h3>\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n
        Permission<\/th>\nWhat It Allows<\/th>\n<\/tr>\n
        Add Work Orders<\/td>\nAdding work orders.<\/td>\n<\/tr>\n
        View All Work Orders<\/td>\nViewing all.<\/td>\n<\/tr>\n
        View Own Work Orders<\/td>\nViewing their orders.<\/td>\n<\/tr>\n
        Edit & Delete All Work Orders<\/td>\nEditing and deleting all.<\/td>\n<\/tr>\n
        Edit & Delete Own Work Orders<\/td>\nTheir orders only.<\/td>\n<\/tr>\n
        Edit Work Order Status<\/td>\nChanging the status.<\/td>\n<\/tr>\n
        Assign Transaction<\/td>\nLinking transactions to the work order.<\/td>\n<\/tr>\n
        Manage Workflow Settings<\/td>\nWorkflow settings.<\/td>\n<\/tr>\n
        Add Workflow<\/td>\nAdding workflows.<\/td>\n<\/tr>\n
        View All Workflows<\/td>\nViewing all.<\/td>\n<\/tr>\n
        View Own Workflows<\/td>\nViewing their workflows.<\/td>\n<\/tr>\n
        Edit & Delete All Workflows<\/td>\nEditing and deleting all.<\/td>\n<\/tr>\n
        Edit & Delete Own Workflows<\/td>\nTheir workflows only.<\/td>\n<\/tr>\n
        Assign and Unassign Transaction<\/td>\nLinking and unlinking transactions.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

        Human Resources and Attendance<\/h3>\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n
        Permission<\/th>\nWhat It Allows<\/th>\n<\/tr>\n
        Manage Human Resources System<\/td>\nManaging human resources.<\/td>\n<\/tr>\n
        View the Organizational Chart of the Employee\u2019s Department<\/td>\nThe chart for their department only.<\/td>\n<\/tr>\n
        Manage Insurance Agents<\/td>\nInsurance agents.<\/td>\n<\/tr>\n
        Add Employee Assets<\/td>\nEmployee assets (along with viewing \/ editing \/ deleting employee assets).<\/td>\n<\/tr>\n
        View Employee Custody<\/td>\nCustodies (along with adding \/ editing \/ deleting employee custody).<\/td>\n<\/tr>\n
        Manage Settlements<\/td>\nCustody settlements.<\/td>\n<\/tr>\n
        Manage Settlement Types<\/td>\nTheir types.<\/td>\n<\/tr>\n
        Record Employee Attendance (Online)<\/td>\nRecording others\u2019 attendance.<\/td>\n<\/tr>\n
        Record Own Attendance (Online)<\/td>\nRecording their attendance.<\/td>\n<\/tr>\n
        Pull Attendance Log from Device<\/td>\nPulling the fingerprint device records.<\/td>\n<\/tr>\n
        Import Attendance Log<\/td>\nImporting the records.<\/td>\n<\/tr>\n
        View All Attendance Logs<\/td>\nViewing all records.<\/td>\n<\/tr>\n
        View Own Attendance Logs<\/td>\nTheir records only.<\/td>\n<\/tr>\n
        Manage Attendance Settings<\/td>\nAttendance settings.<\/td>\n<\/tr>\n
        Manage Attendance Permissions<\/td>\nLate and early-leave permissions.<\/td>\n<\/tr>\n
        Delete Attendance Log<\/td>\nDeleting records.<\/td>\n<\/tr>\n
        Calculate Attendance Days<\/td>\nCalculating attendance days.<\/td>\n<\/tr>\n
        Edit Attendance Days<\/td>\nEditing them.<\/td>\n<\/tr>\n
        Create Attendance Sheet<\/td>\nCreating attendance sheets.<\/td>\n<\/tr>\n
        View Own Attendance Sheets<\/td>\nTheir sheets.<\/td>\n<\/tr>\n
        View Other Attendance Sheets<\/td>\nOthers\u2019 sheets.<\/td>\n<\/tr>\n
        Change Attendance Sheet Status<\/td>\nChanging the status.<\/td>\n<\/tr>\n
        Delete Attendance Sheets<\/td>\nDeleting them.<\/td>\n<\/tr>\n
        View Attendance Report<\/td>\nThe attendance report.<\/td>\n<\/tr>\n
        View Department Attendance Days, Logs, and Sheets<\/td>\nTheir department\u2019s attendance.<\/td>\n<\/tr>\n
        Edit Department Attendance Days, Logs, and Sheets<\/td>\nEditing their department\u2019s attendance.<\/td>\n<\/tr>\n
        Add Leave Request<\/td>\nRequesting leave.<\/td>\n<\/tr>\n
        View Own Leave Requests Only<\/td>\nTheir leave.<\/td>\n<\/tr>\n
        View All Leave Requests<\/td>\nAll leave.<\/td>\n<\/tr>\n
        View Team Leave Requests<\/td>\nTheir team\u2019s leave.<\/td>\n<\/tr>\n
        Edit\/Delete Own Leave Requests Only<\/td>\nEditing their leave.<\/td>\n<\/tr>\n
        Edit\/Delete All Leave Requests<\/td>\nEditing all leave.<\/td>\n<\/tr>\n
        Approve\/Reject Leave Requests<\/td>\nApproving leave.<\/td>\n<\/tr>\n
        Manage Shifts<\/td>\nAll shifts.<\/td>\n<\/tr>\n
        Manage My Team\u2019s Shifts<\/td>\nTheir team\u2019s shifts.<\/td>\n<\/tr>\n
        View All Shifts<\/td>\nViewing all.<\/td>\n<\/tr>\n
        View My Shifts<\/td>\nTheir shifts.<\/td>\n<\/tr>\n
        View My Team\u2019s Shifts<\/td>\nTheir team\u2019s shifts.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

        Payroll<\/h3>\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n
        Permission<\/th>\nWhat It Allows<\/th>\n<\/tr>\n
        Manage Payroll Settings<\/td>\nPayroll settings.<\/td>\n<\/tr>\n
        View Payroll Run<\/td>\nViewing the runs.<\/td>\n<\/tr>\n
        Create Payroll Run<\/td>\nCreating them (including viewing).<\/td>\n<\/tr>\n
        Delete Payroll Run<\/td>\nDeleting them.<\/td>\n<\/tr>\n
        View Own Payslip<\/td>\nTheir payslip only.<\/td>\n<\/tr>\n
        Approve Payslips<\/td>\nApproving payslips.<\/td>\n<\/tr>\n
        Edit Payslips<\/td>\nEditing them.<\/td>\n<\/tr>\n
        Delete Payslips<\/td>\nDeleting them.<\/td>\n<\/tr>\n
        Pay Payslips<\/td>\nPaying them.<\/td>\n<\/tr>\n
        Delete Payroll Run Payments<\/td>\nDeleting payments.<\/td>\n<\/tr>\n
        View Department Payslips<\/td>\nTheir department\u2019s payslips.<\/td>\n<\/tr>\n
        Edit Department Payslips<\/td>\nEditing them.<\/td>\n<\/tr>\n
        Create Contracts<\/td>\nAdding contracts.<\/td>\n<\/tr>\n
        View All Contracts<\/td>\nViewing all.<\/td>\n<\/tr>\n
        View Own Contracts<\/td>\nTheir contracts.<\/td>\n<\/tr>\n
        Edit\/Delete All Contracts<\/td>\nEditing all.<\/td>\n<\/tr>\n
        Edit\/Delete Own Contracts<\/td>\nTheir contracts.<\/td>\n<\/tr>\n
        Receive Contract Notifications<\/td>\nContract expiry notifications.<\/td>\n<\/tr>\n
        Manage Loans and Installments<\/td>\nLoans and installments.<\/td>\n<\/tr>\n
        View Loans Report<\/td>\nThe loans report.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

        Requests<\/h3>\n\n\n\n\n\n\n\n\n
        Permission<\/th>\nWhat It Allows<\/th>\n<\/tr>\n
        Manage Requests<\/td>\nManaging all requests.<\/td>\n<\/tr>\n
        Manage Request Settings<\/td>\nRequest types and their settings.<\/td>\n<\/tr>\n
        Add New Request<\/td>\nRaising a request.<\/td>\n<\/tr>\n
        View Requests<\/td>\nViewing requests.<\/td>\n<\/tr>\n
        Approve \/ Reject Requests<\/td>\nApproving them.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

        Credits, Memberships, Loyalty, and Commissions<\/h3>\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n
        Permission<\/th>\nWhat It Allows<\/th>\n<\/tr>\n
        Manage Packages<\/td>\nPackages.<\/td>\n<\/tr>\n
        Manage Credit Charges<\/td>\nCharging credits.<\/td>\n<\/tr>\n
        Manage Credit Usage<\/td>\nUsage.<\/td>\n<\/tr>\n
        Manage Credit Settings<\/td>\nSettings.<\/td>\n<\/tr>\n
        Manage Memberships<\/td>\nMemberships.<\/td>\n<\/tr>\n
        Manage Membership Settings<\/td>\nTheir settings.<\/td>\n<\/tr>\n
        View Client Attendance<\/td>\nClient attendance.<\/td>\n<\/tr>\n
        Manage Client Attendance<\/td>\nManaging it.<\/td>\n<\/tr>\n
        Manage Online Store Content<\/td>\nThe online store.<\/td>\n<\/tr>\n
        Manage Commission Rules<\/td>\nCommission rules.<\/td>\n<\/tr>\n
        View All Sales Commissions<\/td>\nAll commissions.<\/td>\n<\/tr>\n
        View Own Sales Commissions<\/td>\nTheir commissions.<\/td>\n<\/tr>\n
        Manage Sales Periods<\/td>\nCommission periods.<\/td>\n<\/tr>\n
        Manage Loyalty Rules<\/td>\nLoyalty rules.<\/td>\n<\/tr>\n
        Redeem Loyalty Points<\/td>\nRedeeming points.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

        Rentals and Bookings<\/h3>\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n
        Permission<\/th>\nWhat It Allows<\/th>\n<\/tr>\n
        Manage Rental Settings<\/td>\nRental settings.<\/td>\n<\/tr>\n
        Manage Reservation Orders<\/td>\nReservation orders.<\/td>\n<\/tr>\n
        View Reservation Orders<\/td>\nViewing them.<\/td>\n<\/tr>\n
        Delete Reservation Orders<\/td>\nDeleting them.<\/td>\n<\/tr>\n
        Add New Booking<\/td>\nBookings.<\/td>\n<\/tr>\n
        View All Bookings<\/td>\nViewing all.<\/td>\n<\/tr>\n
        View Own Bookings<\/td>\nTheir bookings.<\/td>\n<\/tr>\n
        Edit \/ Delete All Bookings<\/td>\nEditing all.<\/td>\n<\/tr>\n
        Edit\/Delete Own Bookings<\/td>\nTheir bookings.<\/td>\n<\/tr>\n
        Manage Employee Breaks<\/td>\nBreaks.<\/td>\n<\/tr>\n
        Manage Booking Settings<\/td>\nBooking settings.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

        Manufacturing<\/h3>\n\n\n\n\n\n\n\n\n\n\n\n\n\n
        Permission<\/th>\nWhat It Allows<\/th>\n<\/tr>\n
        Manage Manufacturing Settings<\/td>\nSettings.<\/td>\n<\/tr>\n
        Manage Production Routes<\/td>\nRoutes.<\/td>\n<\/tr>\n
        Manage Workstations<\/td>\nWorkstations.<\/td>\n<\/tr>\n
        Add Production Plan<\/td>\nProduction plans (along with viewing and editing for all or their own).<\/td>\n<\/tr>\n
        Add New Bill of Materials<\/td>\nBills of materials (along with viewing and editing for all or their own).<\/td>\n<\/tr>\n
        Add New Manufacturing Order<\/td>\nManufacturing orders.<\/td>\n<\/tr>\n
        View All Manufacturing Orders<\/td>\nViewing all.<\/td>\n<\/tr>\n
        View Own Manufacturing Orders<\/td>\nTheir orders.<\/td>\n<\/tr>\n
        Edit\/Delete All Manufacturing Orders<\/td>\nEditing all.<\/td>\n<\/tr>\n
        Edit\/Delete Own Manufacturing Orders<\/td>\nTheir orders.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

        Tasks<\/h3>\n\n\n\n\n\n\n\n\n\n\n\n\n\n
        Permission<\/th>\nWhat It Allows<\/th>\n<\/tr>\n
        View All Tasks<\/td>\nAll tasks (including their tasks).<\/td>\n<\/tr>\n
        View My Tasks<\/td>\nTheir tasks.<\/td>\n<\/tr>\n
        Add New Task<\/td>\nAdding tasks.<\/td>\n<\/tr>\n
        Edit Task<\/td>\nEditing any task.<\/td>\n<\/tr>\n
        Edit My Own Tasks (Status, Assignment, and Module Link)<\/td>\nLimited editing of their tasks.<\/td>\n<\/tr>\n
        Delete Task<\/td>\nDeleting tasks.<\/td>\n<\/tr>\n
        Manage Task Departments<\/td>\nDepartments.<\/td>\n<\/tr>\n
        Manage Task Templates<\/td>\nTemplates.<\/td>\n<\/tr>\n
        Manage Task Flows<\/td>\nFlows.<\/td>\n<\/tr>\n
        Manage Task Types<\/td>\nTypes.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

        Construction<\/h3>\n\n\n\n\n\n\n\n\n\n\n\n
        Permission<\/th>\nWhat It Allows<\/th>\n<\/tr>\n
        Add Bids<\/td>\nBids (along with viewing and editing for all or their own).<\/td>\n<\/tr>\n
        Add Projects<\/td>\nConstruction projects (along with viewing and editing).<\/td>\n<\/tr>\n
        Approve & Reject Cost Sheets<\/td>\nApproving cost sheets (along with the permissions to add, view, and edit them).<\/td>\n<\/tr>\n
        Approve & Reject Construction Contracts<\/td>\nApproving construction contracts (along with the permissions to add, view, and edit them).<\/td>\n<\/tr>\n
        Invoice Payment Certificates<\/td>\nInvoicing payment certificates (along with the permissions to add, view, and approve them).<\/td>\n<\/tr>\n
        Exceed Contract Quantity in Payment Certificate<\/td>\nExceeding the contract quantity in a payment certificate.<\/td>\n<\/tr>\n
        Add Reversed Payment Certificate<\/td>\nReversed payment certificates.<\/td>\n<\/tr>\n
        Manage Construction Settings<\/td>\nSettings.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

        Frequently Asked Questions<\/h2>\n
          \n
        • I edited a role and the users were logged out of the system. Why?<\/strong> This is intentional; editing a role logs out everyone who has it so that the new permissions apply immediately.<\/li>\n
        • Why doesn\u2019t the employee see a warehouse or treasury despite their permissions?<\/strong> Because the warehouse or treasury\u2019s own permission doesn\u2019t include them; add them from the warehouse or treasury page.<\/li>\n
        • Why doesn\u2019t a certain permission appear on the role screen?<\/strong> Because its app isn\u2019t enabled, or its setting is turned off (such as sales orders or viewing invoice profit).<\/li>\n
        • What\u2019s the difference between Own and All?<\/strong> Own applies to what they created or what is assigned to them only; All applies to all records.<\/li>\n
        • Why can\u2019t I delete a role?<\/strong> Because it is linked to employees; change their role first.<\/li>\n
        • Why can\u2019t I give an Employee role the sales permissions?<\/strong> Because its type is Employee; change it to User.<\/li>\n
        • How do I prevent a user from opening a certain page?<\/strong> Add its link in the role\u2019s blocked pages.<\/li>\n<\/ul>\n<\/div>\n<\/div>\n","protected":false},"author":17,"featured_media":0,"template":"","categories":[2201,2197,9116],"tags":[19954,19965,19960,19956,19957,19966,19962,19953,19958,19955,19959,19961,19964,19963],"class_list":["post-148992","tutorial","type-tutorial","status-publish","hentry","category-employees","category-hr","category-employee-roles","tag-add-employee-role","tag-admin-manager","tag-all-and-own-permissions","tag-blocked-pages","tag-dynamic-permissions","tag-employee-role-type","tag-how-do-i-restrict-an-employee-to-their-own-clients","tag-manage-employee-permissions","tag-permissions-table","tag-roles-and-permissions","tag-treasury-permissions","tag-warehouse-permissions","tag-why-cant-the-employee-see-the-warehouse","tag-why-were-users-logged-out-after-editing-the-role"],"yoast_head":"\nConfiguring and Setting Up Employee Roles Management - Daftra Knowledge Base<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/docs.daftra.com\/en\/tutorial\/configuring-and-setting-up-employee-roles-management\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Configuring and Setting Up Employee Roles Management - Daftra Knowledge Base\" \/>\n<meta property=\"og:description\" content=\"Employee roles control what each user can see and do in the system. 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