Roles and Permission

Based on the roles, give specified permissions only.

List All Roles

Direct Links: https://app.meroerp.com/apps-settings/role-permission/roles-permissions

1. Log in to your MeroERP account.
2. On the left navigation menu, browse to Settings > Role and Permission. This will redirect you to payment types page.

Add Role and Permission

Direct Links: https://app.meroerp.com/apps-settings/role-permission/roles-permissions/create

1. Log in to your MeroERP account.
2. On the left navigation menu, browse to Settings > Role and Permission. This will redirect you to roles and permission page.
3. Click on Add Group Roles and permission +. This will redirect you to Role and Permission form page.
4. Fill in the necessary details and check the select the necessary permissions for above mentioned role.
   1. General Detail:
      1. *Name
      2. *Code
      3. *Description
      4. Is Active checkbox: Check on Not Active if you would like to use this role.
      5. Is Verified checkbox: Check on Not Verified if this role is verified.
   2. Permissions:
      1. Business
      2. Catalogue
      3. Customer
      4. Employee
      5. Expense
      6. Income
      7. Inventory
      8. Payment
      9. Purchase
      10. Role and Permission
      11. Sales
      12. Store
      13. Task
      14. Tax
      15. Tenant Subscription
      16. Uom
      17. User Acoount
      18. Users
      19. Vendor
5. Check on necessary permissions for the mentioned role.
6. Scroll down to the bottom of the page. Click on Create.

View Permissions of a Role

1. Log in to your MeroERP account.
2. On the left navigation menu, browse to Settings > Role and Permission. This will redirect you to roles and permission page.
3. Find the role you would like to view. Click on that role.
4. You can view the permissions given to that role.

Edit Permissions of a Role

1. Log in to your MeroERP account.
2. On the left navigation menu, browse to Settings > Role and Permission. This will redirect you to roles and permission page.
3. Find the role you would like to edit. Click on that role's Action panel then select on Update.
4. Update the necessary details and roles.
5. Scroll down to the bottom of the page. Click on Update.

Delete a Role and it's Permissions

1. Log in to your MeroERP account.
2. On the left navigation menu, browse to Settings > Role and Permission. This will redirect you to roles and permission page.
3. Find the role you would like to delete. Click on that role's Action panel then select on Delete.
4. Click on Ok.