3730 views Overview
The Users & Permissions module allows company owners to add staff members and assign module-wise permissions. Each staff member can be granted access only to the features required for their role, ensuring secure and controlled access to company data.
Benefits
- Add multiple staff members to your company.
- Assign module-wise permissions for better access control.
- Improve data security by restricting unauthorised actions.
- Easily update or revoke staff access whenever required.
Note: Staff members must register in Munim before accepting the invitation. Don’t create a new company again when you are redirected to the Create company page on accepting the invitation.
How to Add a Staff Member
Step 1: Open Users & Permissions
- Go to Settings. Open Users & Permissions.
- Click Add Staff.
Step 2: Enter Staff Details
Fill in the required information:
- First Name
- Last Name
- Mobile Number
- Email Address
Step 3: Configure Module Permissions
Select the modules and actions the staff member is allowed to access.
You can assign permissions such as:
- Create
- Edit
- View
- Delete
- Export
- Approve
- Cancel
- Other module-specific permissions
You can configure access for modules including:
- Dashboard
- Sales
- Purchase
- Receipt
- Payment
- Expenses
- Inventory
- Reports
- GST Compliance
- Journal
- Settings
- Bank Reconciliation
- Stock Adjustment
- And other available modules.
Step 4: Send the Invitation
- Review the staff details and permissions.
- Click Save or Send Invitation.
- An invitation email will be sent to the staff member’s registered email address.
Step 5: Staff Accepts the Invitation
- The staff member opens the invitation email.
- Accepts the invitation.
- After acceptance, they can log in and access the company according to the assigned permissions.
Important Notes
- Only the Company Owner can add or manage staff members.
- Staff members can access only the modules and actions assigned to them.
- Permissions can be modified at any time from Settings → Users & Permissions.
- Removing a staff member immediately revokes their access to the company.
Result
The staff member is successfully added and can securely access the company with the assigned permissions.
Need Assistance?
If you need help adding staff members or managing permissions, please contact the Munim Support Team.
