Role Management

TABLE OF CONTENTS

• Overview
• How to create and manage roles in Asaan Retail
  • Step 1: Log in to the Asaan Retail portal.
  • Step 2: Hover your cursor to the flyout menu on the left and click the settings icon. 
  • Step 3: In the new window, click on the “Company” tab.
  • Step 4: In the middle panel Role Management, click on the ‘Create New Role’ Button.
  • Step 5: In the pop-up window, enter details like:
  • Step 6: Enable the “Is Admin” feature to give complete access (admin access) to the user you are going to create.
  • Step 7: Scroll down, and click the ‘Add’ button.
    
    
    

Overview

Defining and adding new roles in Asaan Retail can help you set up customized access and regulate permissions for your team members. By doing so, you can restrict particular users from accessing the particular modules of Asaan Retail by limiting the permissions depending on their job role and requirements. 

In this article we will discuss:

How to create and manage roles in Asaan Retail

To access Role Management in Asaan Retail:

Step 1: Log in to the Asaan Retail portal.

Step 2: Hover your cursor to the flyout menu on the left and click the settings icon. 

Or you can access settings by typing ‘Settings’ in the search bar at the top.

Step 3: In the new window, click on the “Company” tab.

Step 4: In the middle panel Role Management, click on the ‘Create New Role’ Button.

Step 5: In the pop-up window, enter details like:

Name - (Name of the user)

Description - (Brief description about the role like Manager, Accountant, etc.)

Step 6: Enable the “Is Admin” feature to give complete access (admin access) to the user you are going to create.

To create customized access to regulate and employ access control to the new user, mark the check box against each module or sub-module. For instance, if you want to create a user as Procurement Manager who can only entertain Purchase, Products, Inventory, locations, and Chart of Accounts. You can select the respective modules respectively. For instance: 

Granting access to Purchase & Products - (1)

Granting access to Chart of Accounts (sub-module), Inventory, and Locations - (2)

Step 7: Scroll down, and click the ‘Add’ button.

Your new role will be created that you can use to create a new user to define its authority & access.

If you want to edit or change the role, click on the edit button at the right.

Learn How To Create New User in Asaan Retail.