πŸ›‘οΈ User Roles

The User Roles feature gives you full control over user access and system permissions. Each user in the system must be assigned a role, which determines what they can view and manage within the platform. Roles are essential for maintaining secure, permission-based access across your repair business.


🧰 Key Features

  • Assign roles when creating or editing users

  • Control which features and sections each user can access

  • Define custom roles with selected permissions

  • Enforce secure, role-based workflows

  • Prevent unauthorized access to sensitive settings


πŸ§‘β€πŸ’Ό Default Role: Admin

By default, the system includes an Admin role.

⚠️ The Admin role is a master role with all permissions enabled by default.

This role is intended for superusers or system owners who require full access to every feature, setting, and management area.

You can assign the Admin role to any user, but it is not editable or deletable to ensure that at least one full-access account always exists.


πŸ” Available Permissions Explained

Each custom role can be granted access to one or more of the following permissions:


πŸ“Š Dashboard Access

  • Access Dashboard – Allows the user to log in and view dashboard stats and insights.


πŸ› οΈ Repair Orders

  • Manage Repair Orders – View, create, and manage all repair tickets.

  • Edit Repair Order – Make updates to existing repair orders.

  • Remove Repair Order – Permanently delete a repair order.


πŸ“¦ Catalog Management

  • Manage Brands – Add, edit, or delete brand records.

  • Manage Devices – Manage devices in the repair catalog.

  • Manage Defects – Add or update repairable defects/services.


πŸ’¬ Communication Tools

  • Manage Quick Replies – Create and edit predefined replies used in communication.

  • Manage Statuses – Configure statuses like β€œIn Progress” or β€œCompleted.”

  • Manage Priorities – Define priority levels for repair jobs (e.g., High, Medium, Low).


πŸ“„ Content Management

  • Manage Custom Pages – Create and manage static pages (e.g., About Us).

  • Manage FAQs – Add/edit frequently asked questions.


πŸ“ˆ Reporting

  • Report Access – View reports such as sales, taxes, profit, and performance.


πŸ‘₯ User Management

  • Manage Users – Create, edit, or deactivate user accounts.

  • Manage User Roles – Create or edit role definitions and their assigned permissions.


βš™οΈ System Settings

  • General Setting – Business info, branding, and core app configuration.

  • Outgoing Mail – Configure SMTP and email-sending settings.

  • SMS Gateways – Set up and manage SMS providers.

  • Currency Configuration – Define the default and active currencies.

  • Payment Gateways – Set up PayPal, Stripe, or manual methods.

  • Tax Configuration – Manage tax rate, type (included/excluded), and logic.

  • SEO Configuration – Set meta tags and titles for better search visibility.

  • App Appearance – Adjust visual aspects like logo, colors, and theme.


πŸ” Security & Localization

  • Authentication – Manage login behavior and password policies.

  • Captcha Configuration – Enable/disable Google reCAPTCHA on forms.

  • Localization – Set time zone, date format, and default language.

  • Terms & Conditions – Manage the content of legal pages like terms.


πŸ”” Notifications

  • Notification Templates – Edit message templates for email, SMS, and WhatsApp.

  • WhatsApp Configuration – Set up messaging with WhatsApp providers.


🧱 System Maintenance

  • Database Backup – Export and manage system backups.

  • Manage Translations – Edit language files and translated phrases.


πŸŽ›οΈ Role Actions

  • Cancel – Exit role creation or editing without saving changes.

  • Update – Save and apply changes to the role’s permissions.


πŸ’‘ Example Role Configurations

Role

Access Summary

Admin

Full access to all features and settings (default role)

Technician

Repair orders only, no settings or user access

Support Staff

Dashboard, quick replies, statuses, FAQs

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