Roles & Permissions
How to create roles with specific permissions to control what each team member can access and do in Cashvio.
What are Roles?
A role defines what a team member can see and do in Cashvio. Each role has a set of permissions that control access to different features. For example, a "Cashier" role might only have permission to create orders, while a "Manager" role might have full access.
How Permissions Work
Permissions are grouped by module. For each module, you can grant or deny access to specific actions:
| Module | Available Permissions |
|---|---|
| Orders | View, Create, Edit, Cancel |
| Products | View, Create, Edit, Delete |
| Categories | View, Create, Edit, Delete |
| Customers | View, Create, Edit, Delete |
| Inventory | View, Adjust, Transfer |
| Suppliers | View, Create, Edit, Delete |
| Purchase Orders | View, Create, Approve, Receive, Cancel |
| Returns | View, Create, Approve, Reject |
| Refunds | View, Create, Process |
| Users | View, Invite, Edit, Delete |
| Roles | View, Create, Edit, Delete |
| Reports | View |
| Settings | View, Edit |
| Stores | View, Create, Edit |
Creating a Role
- Go to Roles & Permissions (or الأدوار والصلاحيات in Arabic) in the sidebar.
- Click Create Role.
- Fill in:
| Field | Description |
|---|---|
| Role Name | A name for this role (e.g., "Cashier", "Warehouse Staff") |
| Description | An optional description of what this role is for |
- Select the permissions for this role. Permissions are organized by module — expand each section and check the actions you want to allow.
- Click Save.
Editing a Role
- Go to Roles & Permissions in the sidebar.
- Click on the role you want to edit.
- Update the name, description, or permissions.
- Click Save Changes.
How Roles Affect the Interface
When a user logs in, their role determines:
- Which sidebar menu items they see — Only modules they have "View" permission for appear.
- Which actions they can perform — Buttons like "Create Order" or "Delete Product" only appear if the user has the corresponding permission.
- Which Dashboard quick actions appear — Only actions the user is allowed to perform are shown.
Important
The account owner (tenant) always has full access to everything, regardless of role settings. Roles only restrict invited team members.
Default Roles vs Custom Roles
Cashvio may provide some default roles. You can create as many custom roles as you need for your team structure. Common examples:
- Store Manager — Full access to one store
- Cashier — Can only create orders and view products
- Inventory Staff — Can manage inventory and purchase orders
- Accountant — Can view reports and financial data