How to Configure User Roles, Permissions, and Access Control in Invent ERP

Learn how to control user access, assign responsibilities, and improve system security through role management.

Follow these steps to manage user roles, assign permissions, and control access levels effectively within your system.

In the side menu, navigate to the Configuration section.
Click on Roles to view a list of all existing roles in your system.
You can view the status of each role and see which users are currently assigned to them. You may also use the search bar to locate specific roles quickly.

Archiving or Deleting: To modify a role, select it from the list and click the Actions button. From here, you can choose to archive, unarchive, or delete the role.
Filtering: You can use the Filters option to view specific groups, such as showing only archived roles or viewing all active roles.
Favorites: You can save your frequently used filters by clicking Save to Favorites and giving your filter a name for easy access in the future.

Simply click on any role in the list to view all associated permissions.
Note that the Super Admin role has full system access and cannot be deleted, as it is a core system role.

Click the Add button in the top right corner.
Enter the required details for the role.
Assign the necessary permissions to define what users in this role can access or perform.
Click Create at the top left to save your new role.