Permission (access matrix)
Menu: Security → Permission
Decide what each role may do in the admin: which menus appear and whether staff can only read or also create, change, or delete records.
Before you change anything
- Pick the role (or scope control) at the top — exact labels match your live screen.
- Use refresh if you need to reload the latest permissions from the server.
How to grant or remove access
- Expand a module row (for example Items, Orders, Reports).
- Inside it you see actions such as View, Create, Update, Delete — wording may match your business language.
- Tick or untick each box.
- Click save (often a disk icon). Wait for a success message. If you leave without saving, changes are lost.
Tips
- Expand only the modules you need — long lists are easier in small steps.
- If save is disabled, you may lack permission to edit roles, or nothing changed.
Permissions
Editing the permission matrix itself is usually limited to super admin or security roles.