3722 views Overview
The User & Permissions module allows you to add staff members, assign module-wise permissions, and securely manage access to your Munim account. It also provides the option to transfer company ownership to another Munim user when required.
Why Use User & Permissions?
- Add multiple staff members to your company.
- Assign permissions for specific modules and actions.
- Control access based on staff responsibilities.
- Transfer company ownership securely.
Access User & Permissions
Go to Settings → User & Permissions.
Transfer Company Ownership
Use this option to transfer your company ownership to another registered Munim user.
Steps
- Click Transfer Ownership.
- Enter the recipient’s Contact Email, Mobile Number, First Name, and Last Name.
- Enter your account password for verification.
- Click Transfer Company Ownership.
- To complete the ownership transfer, the recipient must navigate to their Munim profile section and accept the request to gain access.
Important: After the transfer is completed, your administrative access to the company will be removed.
Add Staff Member
Invite staff members and provide access only to the modules they require.
Steps
- Click Add Staff.
- Enter the staff member’s First Name, Last Name, Mobile Number, and Email Address.
- Select the required Module Permissions.
- Click Send Invitation.
Module Permissions
You can assign permissions for individual modules such as:
- Dashboard
- Account Master
- Item Master
- Sales
- Purchase
- Receipt
- Payment
- Journal
- Reports
- Inventory
- GST Compliance
- Bank Reconciliation
- Expenses
- Settings
- And other available modules
For each module, you can grant permissions such as:
- View
- Create
- Edit
- Delete
- Export
- Other module-specific actions
Only the selected permissions will be available to the staff member after they accept the invitation.
Important Notes
- Only the Company Owner can add staff members and manage permissions.
- Staff members can access only the modules and actions assigned to them.
- Invitations must be accepted before a staff member can access the company.
- Company ownership should be transferred only to a trusted registered Munim user.
Need Assistance?
If you need help managing users, permissions, or transferring company ownership, contact the Munim Support Team.
