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User Roles & Permissions

Manage user roles, define permissions, and control access to features and data using role-based access control (RBAC) in LKG for Billing.

User Roles & Permissions Dashboard

Overview​

User Roles & Permissions allow you to:

  • Create and manage user roles
  • Assign granular permissions
  • Control feature access
  • Define data visibility
  • Manage user accounts
  • Implement security policies

Accessing User Roles​

  1. Navigate to Administration → User Roles
  2. Or go to Settings → Users & Permissions

Default User Roles​

Administrator​

Full System Access

  • Complete access to all features
  • User management capabilities
  • System configuration rights
  • Approval workflow management
  • Security settings control

Typical Users: System admins, IT managers

Business Owner​

Business Management

  • Full access to business data
  • User management within business
  • Financial reports and analytics
  • Subscription management
  • Business settings configuration

Typical Users: Company owners, Directors

Typical Users: Department heads, Team leads

Accountant​

Financial Operations

  • Invoice creation and management
  • Payment recording
  • Financial reports
  • GST and tax reports
  • Receivables management

Typical Users: Accountants, Finance team

Sales Representative​

Sales Operations

  • Customer management
  • Invoice creation
  • Quotation generation
  • Product catalog access
  • Sales reports

Typical Users: Sales team, Account managers

Inventory Manager​

Inventory Operations

  • Inventory item management
  • Stock adjustments
  • Purchase orders
  • Inventory reports
  • Supplier management

Typical Users: Warehouse staff, Inventory controllers

Viewer​

Read-Only Access

  • View invoices and reports
  • View customer information
  • View products and inventory
  • No edit or delete permissions
  • No financial operations

Typical Users: Auditors, Consultants, Stakeholders

Permission Categories​

Customer Management​

Permissions

  • ✅ View Customers
  • ✅ Create Customers
  • ✅ Edit Customers
  • ✅ Delete Customers
  • ✅ Export Customer Data
  • ✅ Import Customers

Invoice Management​

Permissions

  • ✅ View Invoices
  • ✅ Create Invoices
  • ✅ Edit Invoices
  • ✅ Delete Invoices
  • ✅ Send Invoices
  • ✅ Download Invoices
  • ✅ Void/Cancel Invoices
  • ✅ Apply Discounts

Payment Management​

Permissions

  • ✅ View Payments
  • ✅ Record Payments
  • ✅ Edit Payments
  • ✅ Delete Payments
  • ✅ Process Refunds
  • ✅ View Payment Reports

Administration​

Permissions

  • ✅ Manage Users
  • ✅ Manage Roles
  • ✅ System Settings
  • ✅ Business Settings
  • ✅ Approval Workflows
  • ✅ Integration Settings
  • ✅ Security Settings

Creating Custom Roles​

Step-by-Step Guide​

  1. Navigate to Roles

    • Go to Administration → User Roles
    • Click Create New Role

  2. Define Role Details

    • Role Name: Enter descriptive name (e.g., "Junior Accountant")
    • Description: Explain role purpose
    • Role Type: Select category

  3. Assign Permissions

    • Select permission categories
    • Check specific permissions
    • Set data access levels
    • Define approval limits

  4. Set Restrictions

    • Amount limits (e.g., max invoice amount)
    • Discount limits
    • Data visibility (own data vs all data)
    • Time-based restrictions

Managing Users​

Adding New Users​

  1. Click Add User
  2. Enter user details:
    • Full name
    • Email address
    • Phone number
    • Employee ID (optional)
  3. Assign role(s)
  4. Set password or send invitation
  5. Configure additional settings
  6. Save user

User Details​

Basic Information

  • Name and contact details
  • Department and designation
  • Reporting manager
  • Join date

Security Settings

  • Password requirements

Editing User Permissions​

Modify Existing User

  1. Select user from list
  2. Click Edit
  3. Change role or permissions
  4. Add/remove access rights
  5. Save changes
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