ERP ModuleAdministration
Roles & Permissions
Role-based access control in Alpha
Roles & Permissions
Configure role-based access control (RBAC) in Alpha.
RBAC Concepts
Roles
Named sets of permissions:
- Sales Manager
- Warehouse User
- Administrator
Permissions
Specific access rights:
- View Products
- Create Orders
- Delete Invoices
Default Roles
| Role | Description |
|---|---|
| Administrator | Full system access |
| Sales Manager | Sales operations |
| Sales User | Order processing |
| Warehouse Manager | Inventory control |
| Warehouse User | Picking/receiving |
| Finance | Invoicing/payments |
| Viewer | Read-only access |
Managing Roles
Creating Roles
- Go to Administration > Roles
- Click Add Role
- Name the role
- Select permissions
- Save
Editing Roles
- Open role
- Add/remove permissions
- Save
- Affects all users with role
Deleting Roles
- Reassign users to other roles
- Delete role
- Cannot delete if users assigned
Permission Categories
By Module
| Module | Permissions |
|---|---|
| Products | View, Create, Edit, Delete |
| Orders | View, Create, Edit, Delete, Approve |
| Invoices | View, Create, Edit, Delete, Send |
| Stock | View, Adjust, Transfer |
| Users | View, Create, Edit, Delete |
Permission Levels
| Level | Access |
|---|---|
| None | No access |
| View | Read only |
| Edit | View + modify |
| Full | All operations |
Role Hierarchy
Example Structure
Administrator (all permissions)
├── Manager Roles (department permissions)
│ ├── Sales Manager
│ ├── Warehouse Manager
│ └── Finance Manager
└── User Roles (limited permissions)
├── Sales User
├── Warehouse User
└── ViewerAssigning Roles
Single Role
Users typically have one role:
- Open user
- Select role
- Save
Multiple Roles
If needed:
- Create combined role
- Or assign multiple
- Permissions combine
Testing Roles
Before Deployment
- Create test user
- Assign role
- Test access
- Verify restrictions
Best Practices
Principle of Least Privilege
- Grant minimum needed access
- Start restrictive
- Add permissions as needed
Role Maintenance
- Review roles quarterly
- Remove unused permissions
- Document role purposes