Users & Roles

The Users and Roles menus give owners and administrators full control over their team — from inviting new members to defining exactly what each role can see and do.

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System Roles

Role	Description
Owner	Full access — approves POs at all levels, has access to all reports.
Purchasing	Creates and submits PRs and POs, approves POs up to a defined value threshold.
Warehouse	Receives goods (GR), transfers stock, adjusts inventory, performs stock counts.
Foreman	Submits PRs from the job site, views procurement status.
Accountant	Views cost reports and POs; cannot modify stock.
Project Manager	Views and creates PRs for assigned projects, accesses cost reports.

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Inviting a New User

1. Go to the Users menu in the left navigation bar.
2. Click the Invite User button in the top-right corner.
3. Enter the user’s Name and select the desired Role.
4. The system generates a LINE-based login link — the user scans the QR code or opens the link to register.
5. The user appears in the list as soon as registration is complete.

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Changing a Role or Suspending a User

1. On the Users page, find the user you want to update.
2. Click the “…” menu at the end of the row → select Edit or Suspend.
3. Role changes take effect immediately — the updated permissions apply the next time the user logs in.

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Roles & Permissions Page

The Roles menu lets you fine-tune the specific permissions of each role without needing to create new roles.

1. Go to the Roles menu (located below the Users menu in the navigation bar).
2. Select the Role you want to adjust.
3. Toggle individual permissions on or off (e.g. View Reports, Approve PR, Manage Items).
4. Click Save — changes take effect immediately.

Note

Changing a role’s permissions affects every user assigned to that role. Notify your team before modifying significant permissions.