The Roles and permissions tab in Settings defines what each member of your team can do. Every employee has a role, and the role decides which modules they can access and which actions they can perform. Only the administrator can manage this screen.
The roles list
On the left is the Roles list, with the number of permissions each one has. Some are labeled System: these are roles with full access that can't be edited. To create a new one, click + New (you can start from scratch or copy the permissions of an existing role).
The permissions matrix
When you select a role, the matrix appears on the right. Each row is a module (grouped into Operations, Finance, Management or Administration) and each column is an action: View, Create, Edit and Delete.
- Check or uncheck the boxes to grant or remove each permission.
- Click Save permissions to apply the changes.
Use Edit name to change what the role is called.
Tallerio's predefined roles can be edited but not deleted. Only roles you create yourself (custom) show the Delete button.