Role & Permission Management

Role & Permission Management

The Role & Permission Management system provides granular control over what users can access and do in the system.

Understanding Roles

Roles are collections of permissions that define what a user can do:

• Roles group related permissions together
• Users are assigned one or more roles
• Permissions from all assigned roles are combined
• Roles can be customised for your dealership

Creating Roles

To create a new role:

1. Navigate to: System Administration / Roles
2. Click "Create New Role"
3. Enter role details:
   • Role name
   • Description
   • Level (numeric priority)
   • Color (for visual identification)
4. Select permissions for the role
5. Save role

Permission Structure

Permissions are organised by module:

• dms.* - General DMS access
• dms.pos.* - Point of Sale operations
• dms.workshop.* - Workshop management
• dms.parts.* - Parts inventory
• dms.service.* - Service management
• dms.customers.* - Customer management
• dms.technicians.* - Technician management
• dms.financial.* - Financial operations
• dms.reports.* - Reporting access
• showroom.* - Showroom operations
• admin.* - System administration

Assigning Permissions

When creating or editing a role:

• Browse available permissions by module
• Select permissions to grant
• Permissions can be:
  • View - Read-only access
  • Create - Add new records
  • Edit - Modify existing records
  • Delete - Remove records
  • Full - All operations

Common Role Templates

Pre-defined role templates available:

• Service Manager: Full service and workshop access
• Service Advisor: POS, customer service, bookings
• Parts Manager: Complete parts inventory control
• Technician: Workshop operations and clocking
• Sales Manager: Showroom and vehicle sales
• Accountant: Financial operations and reporting

Editing Roles

To modify an existing role:

• Select role from list
• Edit role details
• Add or remove permissions
• Changes apply to all users with that role
• Save changes

Role Hierarchy

Roles have levels that determine priority:

• Higher level roles can override lower level restrictions
• Levels help manage permission conflicts
• Admin roles typically have highest level

Permission Inheritance

When users have multiple roles:

• All permissions from all roles are combined
• No permission is lost (union of all permissions)
• Most permissive access is granted