Managing user permissions is a crucial step to organize workflows and control user access to features and data on the platform. Properly assigning permissions helps users complete their tasks efficiently, protects sensitive information, and minimizes errors. Rewaa provides flexible tools to customize user permissions for different areas, such as sales screens, inventory, reports, and more. This guide explains the available permissions and how to configure them.
ℹ️ Before assigning permissions, ensure users are added to the platform.
Access user permissions
Go to Settings > Users.
Click the ⚙️ icon next to the user and select Edit User.
Assigning Permissions
If you have multiple locations (branches), make sure to assign each user access to the specific branch they need.
ℹ️ For Stock transfer permissions, you must define all locations between which the user is authorized to transfer inventory.
Navigate to User Permissions to assign:
Predefined roles based on the user’s job function (e.g., Admin, Warehouse Manager, Order Manager).
Custom permissions tailored to specific needs.
Suggested Roles
Admin: Grants access to all platform sections except the sales register.
ℹ️ You can customize permissions as needed.
To enable sales register access:
Expand Applications.
Activate all required permissions.
Warehouse Manager: Grants access to purchase management, inventory returns, stock adjustments, stock transfers, stock counts, and supplier payments.
ℹ️ You can customize permissions as needed.
Order Manager: Provides access to manage online store orders (linked to Rewaa, such as Salla, Zid) and view invoices and customer details.
ℹ️ You can customize permissions as needed.
Custom Permissions: Allows you to granularly configure access for specific features by expanding each section and toggling permissions.
Permission Types
Locations (Branches): Click the activation button next to the relevant permission to grant the user access to view and manage branch data.
ℹ️ Go to Settings > Enable the "Read Company Overview" permission to access the locations list based on assigned permissions.
Dashboard: Configure access to sales data, activity logs, sales register summaries, and more.
Reports: Select which reports users can access (e.g., read or export options).
ℹ️ The "Reports List > Read" option must be enabled for the user to access reports.
Products: Allow users to manage inventory, modify product details, print barcodes, and more.
ℹ️ Batch List: Details of batch-tracked products.
Sale invoices, eCommerce orders & Customers: Control access to order management, customer data, and invoices.
Purchases and Suppliers: Assign permissions for managing purchases, returns, stock removal, transfers, stock counts, suppliers, and supplier payments.
Custom Fields: Control access to additional fields you’ve added.
Applications: Manage permissions for installed apps (e.g., Accounting, Expenses, Promotions, Online Stores such as Salla and Zid). Expand the relevant app to configure specific permissions.
Settings: Allow users to manage platform settings.
Cashier Permissions:
To assign cashier-specific permissions:Go to Applications > Rewaa New POS > Cashier. For more details, click here.
Once you have configured the user permissions, click Save Custom User to apply the updates.
FAQs
1- Can I limit a user's access to user data and permissions?
Yes, disable the User List and User Details permissions.
2- Can I modify user permissions later?
Yes, edit user permissions anytime and click Save Custom User.
3- How quickly are permission changes applied?
Permissions are updated immediately after the user logs out and back in or refreshes their session.
4- Why can't the user see sales registers under locations data?
Ensure the Cash Management option is enabled under Applications > Rewaa New POS and save changes.