Overview

This article outlines the steps to set up and manage role-based permissions in iVendNext to control access and protect sensitive data.

What Are Role-Based Permissions?

Role-Based Permissions in iVendNext allow administrators to define what actions users can perform based on their roles within the organization. For example, a Sales User may have permission to create and submit Sales Orders, while a Sales Manager may have additional permissions to approve high-value orders. This ensures that users only have access to the functionalities they need to perform their jobs, reducing the risk of unauthorized actions or data breaches.

Key Benefits of Role-Based Permissions:

1. Enhanced Security: Restrict access to sensitive data and functionalities, reducing the risk of unauthorized actions.

2. Improved Compliance: Ensure that your organization complies with internal policies and external regulations by controlling access to critical systems.

3. Operational Efficiency: Streamline workflows by ensuring that users have the right level of access to perform their tasks effectively.

4. Customizability: Tailor permissions to match the specific needs of your organization and its various roles.

Setting Up Role-Based Permissions in iVendNext

Configuring role-based permissions in iVendNext is a straightforward process. Follow these steps to set up and manage permissions for different user roles:

Step 1: Navigate to the Role Permission Manager

1. Go to the Home screen in iVendNext.

2. Type "Role Permission Manager" in the Awesome Bar located in the upper right-hand corner.

3. Click on the Role Permission Manager to open the list of roles.

Step 2: Create or Edit a Role

1. To create a new role, click on the Add Role button.

2. To edit an existing role, select the role from the list and click Edit.

Step 3: Define Permissions for the Role

1. Select Modules: Choose the modules (e.g., Sales, Purchase, Accounts) that the role will have access to.

2. Set Permissions: For each module, define the specific permissions (e.g., Create, Read, Write, Submit, Cancel) that the role will have.

3. Save the Role: Once all permissions are set, click Save to apply the changes.

Example Scenario: Setting Up Permissions for Sales Users and Sales Managers

Let’s consider a practical example to better understand how role-based permissions work in iVendNext.

Scenario:

• Sales Users should be able to create and submit Sales Orders but not approve high-value orders.

• Sales Managers should have the additional permission to approve high-value Sales Orders.

Steps:

1. Create a Sales User Role:

• Go to the Role Permission Manager.

• Create a new role called Sales User.

• Assign permissions to create, read, write, and submit Sales Orders.

• Do not grant approval permissions.

2. Create a Sales Manager Role:

• Create a new role called Sales Manager.

• Assign all permissions available to Sales Users.

• Additionally, grant approval permissions for high-value Sales Orders.

Outcome:

• Sales Users can create and submit Sales Orders but cannot approve high-value orders.

• Sales Managers can create, submit, and approve high-value Sales Orders.

Common Use Cases for Role-Based Permissions

1. Sales Team: Restrict Sales Users from approving high-value orders, ensuring that only Sales Managers can approve them.

2. Accounts Team: Limit access to financial data to authorized personnel only, reducing the risk of data breaches.

3. Inventory Team: Grant permissions to manage inventory levels but restrict access to financial modules.

4. Administrators: Provide full access to system settings and configurations for IT administrators.