Si los roles integrados de Propietario y Administrador no encajan (por ejemplo, un empleado de inventario que no debería ver informes financieros), cree un rol personalizado con exactamente los permisos que desee.
- 1
Open Settings → Users & Roles
From the sidebar click Settings, then Users & Roles. You'll see existing roles in the Roles section.
- 2
Click Add Role
Type a role name like 'Inventory clerk' or 'Senior tech'. Pick a short, descriptive name — it shows next to each team member who has it.
- 3
Toggle permissions by feature
Permissions are grouped by area: Customers, Orders, Products, Repairs, Inventory, Reports, Settings, Team, Finance. Tick or untick the granular actions inside each group (e.g. 'Add customer', 'Export reports', 'Edit prices').
- 4
Save the role
Click Save. The new role is now available in the Add User and Edit User screens.
- 5
Apply the role
Open Settings → Users & Roles, click a team member, and change their role to the new one. They get the new permissions on their next login.
Was this helpful?