Modules

Modules are reusable permission profiles. Instead of configuring access rights on every user individually, you define a Module once — which menu items appear, which API endpoints are reachable, and which transaction types are permitted — then assign it to as many Users as you need. Change the module and every user in it updates instantly.

Where to find it

Go to Setup > System > Modules.

How to create a Module

1. Click New.
2. Enter a Name that describes the role (e.g., Sales Only, Warehouse Staff, Accounts Payable).
3. Optionally add a Description.
4. Save — the module detail page opens.
5. Configure the Menu — which navigation items are visible to Users in this module.
6. Configure the allowed Endpoints — the specific API routes this module can call. This is the fine-grained access control layer.

Assigning a Module to a User

Open the user's detail page at Setup > System > Users and select the Module in the right-hand column. The user's navigation menu and API access update immediately — no logout required.

Tips

• A user without an assigned module gets the default system menu and access level for their user type.
• Enable Is Password Policy Enforced on a module to require strong passwords for all Users in that module — recommended for any module with financial access.
• Use Is Invoicing Allowed and Is Delivery Allowed flags on a module to precisely control which transaction types its Users can create.
• Modules do not apply to Administrator-type Users — administrators always have full access regardless of any module assignment.

Related: Users · User Permissions