Managing User Permissions in Qoyod: Creating Custom Roles and Handling Permission Denied Messages

You can control the permissions of each user using Position Management, where each user is linked to a specific position, and this position has dedicated permissions. Additionally, there are permissions linked to the user themselves and can be modified individually.

First: Managing User-Specific Permissions

To access and modify these permissions, go to Settings, then Users, then click Edit next to the desired user.

1. Sites:

   • You can grant the user access to specific sites only so they can add invoices, quotations, purchase orders, and perform other operations on them.

   • If the user does not have permission on a certain site, they will not be able to view any operations for that site.

2. Accounts Allowed for Payment and Receipt:

   • You can specify the accounts that the user can use for payment (disbursement) or receipt (collection), such as a personal cash box, a specific bank account, or a dedicated petty cash account.

   • If other payment accounts are not added to them, they will not appear in the accounts when creating vouchers and they will not be able to make payments or receipts on them.

3. Maximum Discount Rate:

   • You can specify the maximum discount rate that the user can add in invoices.

   • The user will not be able to add any discount exceeding this permitted rate.

Second: Managing Position-Specific Permissions

To access and modify these permissions, go to Settings, then Users, then click “Position Management” from the top options.

Position Management allows you to control permissions at the service or module level. For each service, you can define four types of permissions:

1. Read: This means the user’s ability to view/display the service or specified data.

   • Example: When enabling the “Read” option for sales invoices, the user can view sales invoices according to the sites assigned to them.

2. Create: This means the user’s ability to add/create the service, such as creating sales invoices or manual journal entries.

3. Delete: This means the user’s ability to remove/delete specified services.

4. Approval (Approval): This means the user’s ability to approve operations added by other users who do not have approval permission.

   • Example: If a user adds a sales invoice without “Approval” permission, the invoice will appear with a status of “Pending Approval”. The user with the position that has “Approval” permission can approve the invoice.

   • Important Note: When enabling Approval permission, the permissions for Read, Create, and Delete must be set automatically, and you can manually remove any of them except for Read and Create.

Services That Can Have Permissions Controlled for Positions

You can grant a position read, create, delete, or approval permissions, or any combination thereof, for the following services:

Dashboard

Products

• Product Categories

• Units of Measurement

• Sites

• Manufacturing Orders

• Inventory Transfer

• Display Average Value in Inventory Transfer

• Inventory Count

• Display Average Value in Inventory Count

Product Index

• Selling Price

• Purchase Price

• Average Cost and Total Valuation

Sales

• Customers

• Invoices

• Quotations

• Credit Notes

• Customer Vouchers

• Modify Tax and Unit Price

Purchases

• Suppliers

• Purchase Orders

• Invoices

• Simple Invoices

• Debit Notes

• Supplier Vouchers

• Modify Tax and Unit Price

• Fixed Asset Purchase

Payroll

• Payroll Manager

• Employees

• Employee Vouchers

• Work Schedules

• Payroll Receipts

• Advances

• Bonuses

• Deductions

Reports

• General Ledger

• Income Statement

• Income Statement Actual Vs Budgets

• Balance Sheet

• Trial Balance

• Journal Entries Log

• Sales and Purchase Summary

• Account Summary

• Account Statement

• Customer Receivables Summary

• Customer Debt Aging

• Open Quotation Aging

• Supplier Payables Summary

• Supplier Debt Aging

• Purchase Order Aging

• Product Sales Report

• Product Sales Shares

• New Customers

• New Invoices

• Employee Statement Report

• Employee Payroll Report

• User Operations Report

• Cash Flow Statement

• Tax Credit Notes Report

• Tax Debit Notes Report

• Tax Sales Invoices Report

• Tax Purchase Invoices Report

• Tax Declaration

• Analysis By Dimensions Reports

• Zakat Declaration

• Fixed Assets Register Report

• Debt Aging Report

• Tax Journal Report

• Deferral Transactions Report

• Invoice Details and Profit Margin Report

• Statement of Changes in Equity

• Product Cost and Margin Report

Fixed Assets

• Fixed Assets

• Asset Classifications

• Asset Transfer

• Depreciation

• Disposals Management

• Asset Expenses

• Additions

Accounting

• Journal Entries

• Chart of Accounts

• Easy Entries

• Accounting Management Budgets

• Recurring Transactions

• Deferral Templates

Settings

• General Settings

• Positions

• Users

• Payment Terms

• Custom Fields

• Subscription

• Settings Management Dimensions

• Trial Balance

• Attachments

• Electronic Linking

• Payroll Settings

• Foreign Currencies

• Performance Guarantee

• Fiscal Years

Important Note:

• The primary user “super admin” has full permissions.

• If the message “You do not have permission to access this page” appears, it means the user does not have permission on the page they are trying to access.

Approval permission is not linked to adding accounts in the chart of accounts or entering manual journal entries. A user who has the Create permission in the chart of accounts or manual journal entries can perform these tasks without needing approval permission. Approval permission is only linked to invoices.

Keywords for inquiry:

How to create multiple position roles with specific tasks (Create only, Approve and Post, Edit and Delete) in the Qoyod system?