What are user permissions?

What are user permissions?

Jarbas includes a complete user permissions system that lets you control what each team member can view or do within the platform. This feature helps maintain security, organization, and control over your team’s daily operations.

1. Main Permission

Admin

  • Full access to all system features.
  • Automatically includes every other permission.
  • Can add new users, apply discounts, view order history, manage finances, and more.

2. Sales Permissions

Register Sales

  • Allows the user to make sales in the system.
  • Required for other sales-related permissions.

Direct Sale

  • Allows sales without a registered customer.

Edit Order

  • Allows editing orders after they’ve been created.

3. Product Permissions

Add/Edit Products

  • Allows the creation, editing, and deletion of products.

Manage Inventory

  • Allows manual entry and removal of stock quantities.
  • Note:
    Orders continue to deduct stock even if the user doesn’t have this permission.

4. Financial Permissions

Manage Finances

  • Provides access to the Finance module.
  • Includes management of categories and transactions.

Apply Discounts

  • Allows applying discounts to sales.

5. Customer Permissions

View Other Users’ Customers

  • Allows viewing customers added by other users.

Enable Store Credit

  • Allows defining which customers can purchase on credit.
  • Note:
    Even without this permission, users can still sell on credit to customers who were previously authorized.

6. Viewing Permissions

View Other Users’ Orders

  • Allows viewing orders created by other users.

View Other Users’ Calendars

  • Allows viewing other users’ schedules.

7. Installment (Credit) Permissions

Manage Installment Sales

  • Allows managing all installments, recording payments, and creating collection routes.

Sell in Installments

  • Allows creating sales with payment plans.

Collection Routes

  • Allows viewing collection routes and managing installments or customers.
  • Note: Routes must be previously enabled for the user.

8. How the permission system works

Hierarchy

  • The Admin user automatically has full access to all features.
  • Other permissions can be granted or combined depending on each team member’s role.

Security

  • Users without the proper permissions cannot access restricted features.
  • Access is granular, meaning it can be controlled per specific feature.

Summary

The Jarbas permission system lets you define exactly what each user can do, from basic sales actions to full business management. This ensures security, organization, and autonomy for your entire team.

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