Roles & Permissions
🔐 The GMS system uses a flexible Roles and Permissions model to control user access across different parts of the platform. This ensures that team members only see and manage the features relevant to their responsibilities.
👥 Roles
A Role is a collection of permissions that defines what a user can view or manage within the system.
The system comes with a single predefined role:
- Root – This role has full access to all system features and settings. It is intended to be used by the manager or system administrator.
From the root account, you can create additional custom roles to tailor access for your team:
- For example, you can create a Staff role with limited permissions specific to their responsibilities.
- Each custom role can be assigned any combination of available permissions, allowing you to control what each user can see and do in the system.
Accessing Roles & Permissions can be done through navigating to the settings and selecting the Roles & Permissions.
🔧 Permissions
Permissions determine what a user can access or modify. Each feature typically includes two types of permissions:
- View – The user can see data but cannot perform any actions.
- Manage – The user can create, edit, or delete data related to that feature.
Other types of permissions may exist depending on requirements.
📋 Permissions by Feature
-
To make the process easier, you can set permissions by feature by giving certain permissions related to this feature to a specific role.
-
Each feature may require and have different types of permissions, for example:
📍 Property Locations
- View property locations
- Manage property locations
- Assign staff to property locations
- Unassign staff from property locations
📋 Adding/Editing Roles and Selecting Permissions
- You can add a new role by clicking the New Role button, a form will open up where you can write the name, description and select permissions by feature.
- By clicking on the actions button in the role row you can edit and update the description and selected permissions for this role.
