• SAPIShakti API Foods Pvt Ltd
  1. Roles & Permissions
Overview
  • Dashboard
Masters
  • Customers
  • Products & SKUs
  • Company Settings
Transactions
  • Proforma Invoices
  • Orders
  • Commercial Invoices
  • Packing Lists
Finance
  • Receivables
  • Payments
  • Customer Ledger
Operations
  • Logistics
  • Documents
Reports
  • Reports
Administration
  • Users
  • Roles & Permissions

Roles & permissions

Which role may do what. Enforced by Laravel policies and middleware; the UI only hides what you cannot do.

Final role matrix pending sign-off
Roadmap §15.12: the role/permission matrix below is a proposal to be approved in Phase 1. Administrator always keeps every permission.
Permission matrix
5 roles · 15 permissions · 5 users
Permission
Administrator
1 users
Sales Executive
1 users
Documentation Officer
1 users
Accounts
1 users
Management
1 users
Customers
View customers
customers.view
Create and edit customers
customers.manage
Products
View products and SKUs
products.view
Create and edit products and SKUs
products.manage
Proforma Invoice
View proforma invoices
pi.view
Create, edit and send proforma invoices
pi.manage
Confirm proforma invoices
pi.confirm
Documents
Generate commercial invoices and packing lists
documents.generate
Finance
View receivables and ledger
receivables.view
Edit actual receivable values
receivables.manage
Record payments
payments.record
Logistics
Update logistics stages
logistics.update
Reports
View reports
reports.view
Settings
Manage company settings
settings.manage
Administration
Manage users and roles
users.manage