Users & Permissions
Control who can access Probiz365 and what each user is allowed to do.
Managing Users
Where: Sidebar → People → Users
Permissions: users_view, users_add, users_edit, users_delete
- Go to People → Users.
- Click Add to create a new user with name, email, and password.
- Assign a Role to the user for the current business.
- Optionally restrict the user to specific warehouses.
- Toggle user activation status to enable or disable login.
Screenshot: Users list and add user form
Roles & Permissions
Where: Sidebar → Preferences → User Roles Permissions (list or add role)
Permissions: permissions_view, permissions_add, permissions_edit, permissions_delete
- Go to Preferences → User Roles Permissions.
- Click Add to create a new role, or edit an existing role.
- Enter a role name and description.
- Check the permissions this role should have, grouped by module (Dashboard, Products, Sales, etc.).
- Save the role.
- Assign the role to users from the Users page.
Screenshot: Create permission role with checkboxes
Permission Groups Overview
| Group | Examples |
|---|---|
| Dashboard | dashboard — view full dashboard widgets |
| Products | products_view, products_add, products_edit, barcode_view, count_stock, category, brand, unit, product_import |
| Sales | Sales_view, Sales_add, Sales_edit, Pos_view, shipment, payment_sales_view |
| Purchases | Purchases_view, Purchases_add, payment_purchases_view |
| Inventory | adjustment_view, transfer_view, warehouse |
| People | Customers_view, Suppliers_view, users_view, pay_due, pay_supplier_due |
| Accounting | account, expense_view, deposit_view, transfer_money |
| Reports | Reports_sales, Reports_profit, stock_report, inventory_valuation, etc. |
| HRM | view_employee, attendance, leave, holiday, payroll |
| Settings | setting_system, pos_settings, notification_template, currency, permissions_view |
Record View Permission
ImportantThe record_view permission controls whether a user sees all business transactions or only their own. Without this permission, users typically see only sales and data they created themselves (dashboard, POS, lists).
Warehouse Restrictions
When creating or editing a user, assign specific warehouses to limit which warehouse data they can access in dashboard, POS, sales, and reports.
Suggested Role Templates
| Role | Typical Permissions |
|---|---|
| Administrator | All permissions including settings, billing, backup |
| Manager | View/add/edit across sales, purchases, products, reports; no settings |
| Cashier | Pos_view, limited Sales_view, Customers_view |
| Warehouse Staff | products_view, adjustment_add, transfer_add, count_stock |
| Accountant | Accounting modules, payment reports, profit & loss |