How to Manage User Roles & Permissions in Perfect Inventory Manager

2025-06-30

🧑‍💼 Managing User Roles & Access Control

The User Roles & Access Control Page allows administrators to define which users can access certain features and data. This is crucial for ensuring security, accountability, and streamlined workflows in multi-user environments.


🎯 What Can You Do Here?

  • 🔑 Create and edit user roles
  • 👥 Assign roles to users
  • 🏪 Restrict access to specific stores or departments
  • 📄 Control permissions for each feature (view, edit, delete)

📋 Default Roles in the System

The system comes with preconfigured roles that can be customized:

  • Administrator: Full access to all features and stores
  • Inventory Officer: Manages stock but cannot change system settings
  • Cashier: Limited to POS operations and viewing sales
  • Pharmacist: Dispensing permissions and access to expiry alerts
  • Auditor: Read-only access to inventory and transaction records

🔒 Store-Level Access

Each role can be restricted to specific stores:

  • ✅ Example: A cashier may only access the “Retail Store”
  • ✅ Example: A ward nurse sees only the inventory for “Ward Supplies Store”

This ensures users only see and work with data relevant to their responsibilities.


🛠️ Configurable Permissions

For each role, you can set granular permissions like:

  • ✔️ View Only: Allows viewing data but no edits
  • ✔️ Create/Edit: Enables adding and modifying records
  • ✔️ Delete: Allows removing records (use with caution)
  • ✔️ Export/Print: Controls ability to generate reports

🧰 Real-Life Workflow: Adding a Role for Nurses

  1. Go to User Roles & Access Control Page
  2. Click Add New Role
  3. Name: “Ward Nurse”
  4. Set permissions: View inventory, Borrow items, Dispense items
  5. Restrict to stores: Ward 1, Ward 2
  6. Save and assign this role to staff accounts

✅ Nurses now have appropriate access without seeing unrelated data.


🧠 Best Practices

  • Review user permissions quarterly to ensure compliance
  • Apply the principle of least privilege (grant only needed access)
  • Use separate roles for admins and finance teams to prevent conflicts
  • Restrict Delete permissions to trusted users only