Skip to Content

Permissions

Menu access and View / Create / Edit / Delete at Settings → RBAC → Permissions.

Settings → RBAC → Permissions (/settings/rbac/permissions) is Role Permissions: what a role (or selected employees) can open and do.

Who can open it: users granted Permissions.

Configure a role

Pick a role

SUPERADMIN and CUSTOMER are hidden. Switching roles while you have unsaved ticks asks you to confirm.

Tick Pages

Each module matches a sidebar root (Dashboard, Orders, Billing, …). Pages are the screens that role may open.

Tick Actions

Columns are View / Create / Edit / Delete (not GET / GET ALL). Create / Edit / Delete also turn View on. Track, Generate DRS, and print are pages, not extra action columns.

Save Changes

Discard resets. View-only when the role is system-protected or you cannot update roles.

You can also pick employees instead of a role to give personal access. A Data scope block then sits above the modules (Same as role / All records / Own records). Mixed employee scopes show Mixed — keep as is.

Connect App

Connect App (Orders, Smart Sheet, Pickups, Attendance) appears as grants for the mobile app. Ticking those does not add web pages.

Delivery boys

The delivery-boy role shows Actions only (no panel Pages). Delivery staff do not log into this software.

If something goes wrong

  • Menu missing after save: that page is also off in company features / branch MBAC.
  • Buttons missing on a page they can open: Actions View is on but Create / Edit / Delete is off.
  • Company staff not listed here: assign them under Employees. Settings → Members is Zapp-only.