Create a User Role
How to Create a User Role in Muhasib ERP
Overview
This guide will help you create a least-privilege role, assign companies, and prepare it for user assignment.
The role becomes available for users. Permission nodes absent because of the current plan cannot be granted through the role.
Who can do this
You need access to System Users Rights and System Users Rights Add.
Before you start
Define the job outcome, required companies, modules, reports, add/update/delete/custom actions, and segregation-of-duties restrictions.
Before saving, check that the correct company is open and that you have permission to complete this task.
Where to find it
Back Office → User Management → User Roles and Permissions.
Create a User Role
Step 1: Choose New Record
Step 2: Enter a unique Role Name and useful Description
Step 3: Select only the companies required by this role
Step 4: Expand the permission tree
Step 5: Grant base system access and the minimum module/view permissions
Step 6: Grant Add, Update, Delete, printing, email, SMS, and custom rights
Grant Add, Update, Delete, printing, email, SMS, and custom rights only when the job requires them.
Step 7: Choose Save
Step 8: Assign a controlled test user and verify effective access
Check your work
Sign in as the test user and check both allowed and prohibited tasks in each assigned company.
Take a moment to check your work before closing the window. This small check can save time later.
If something goes wrong
- Do not copy the super-administration role for ordinary users.
- A missing node may indicate an unlicensed feature, not a form error.