User Permissions

The right person should see the right screens — and nothing else. CifraHQ uses a role-based permission model: you assign Users to roles, and each role carries a defined set of access rights. A warehouse manager gets Inventory screens without seeing payables. A sales rep works Quotes and orders without touching payment records. One permission Setup protects sensitive data and keeps every screen uncluttered for the people using it.

How to manage Users and roles

1. Go to Setup > Users.
2. Click New to create a user, or open an existing user to edit their details.
3. Assign the user to one or more Roles.
4. Save.

How to configure a role

1. Go to Setup > Users > Roles.
2. Click New to create a role, or open an existing role to edit it.
3. Give the role a clear Name that matches the job function (e.g., Sales Rep, Warehouse Staff, Accountant).
4. For each module and page, set the permission level:
   • No Access — the page is hidden entirely from Users in this role
   • Read — the user can view records but cannot create or modify them
   • Write — the user can create and edit records
   • Full — includes delete and all administrative actions for that area
5. Save.

Common role setups

Tips

• The Administrator role has unrestricted access to all Modules, including user management and Setup. Keep this role tightly controlled — only assign it to staff who genuinely need to configure the system.
• A user can belong to multiple roles at once. When roles overlap, CifraHQ grants the most permissive level — so if one role gives Read on Invoices and another gives Write, the user gets Write.
• If you need to restrict a user to only their own Customers or Sales Orders (data-level filtering rather than screen-level), contact your CifraHQ administrator to configure that separately.

Related: Users · Modules