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Admin Manual 03: User Management & RBAC (/admin/user-management)

The User Management page is the primary security control center for managing team invitations, Role-Based Access Control (RBAC), user deactivations, and granular User-Based Sidebar Menu Control.

🎯 Security Roles & Permission Matrix

The system provides 7 pre-configured security roles:

Security Role Primary Operational Scope Accessible Modules
admin Full Company Governance All Modules, Admin Panel, Localization, Manager Control
manager Operational Oversight & Approvals Quick Start, CRM, Sales, Purchases, Inventory, HRMS, Payroll, Approvals
accountant Financial Accounting & Compliance Accounts, Invoices, Receipts, Expenses, Bank Recon, PDCs, Payroll, Reports
salesman Commercial Sales & CRM Quick Start, CRM Leads & Pipeline, Sales Orders, Customer Master, My Commissions
storekeeper Warehouse Logistics Inventory Dashboard, Receive Goods, Deliver Goods, Transfers, Stock Take, Products
pos_user Cash Counter Checkout Point of Sale (POS) Terminal, Cash Sales
hr_manager Human Resources & Personnel Employee Master, HR Management, Leave Approvals, Performance, Payroll

🎯 User-Based Sidebar Menu Control (UserSidebarMenuModal)

In addition to role-based security, administrators can customize the top-level sidebar navigation menus and sub-menus visible to specific users.

Features & Behavior

  • Accessed via the Custom Sidebar Menu (SlidersHorizontal) icon on any user row in User Management.
  • Display Filter Layer: Filters which top-level items and sub-menu routes load into the user's sidebar UI.
  • Preserved Gating: Underlying role permissions (toast error if unpermitted) and subscription plan gating (upgrade modal) continue to execute on loaded items.
  • Default State: If allowed_sidebar_menus is empty/null, the user sees all menu items permitted by their role and subscription plan.

💡 Step-by-Step Instructions

Inviting a New Team Member

  1. Navigate to Admin → User Management (/admin/user-management).
  2. Click Invite User.
  3. Enter user's email address, full name, select Role (e.g. accountant), and optionally assign a Primary Warehouse.
  4. Click Send Invitation. The user receives an email with an activation link.

Customizing Sidebar Menus for a User

  1. Locate the user row in User Management and click the SlidersHorizontal icon button.
  2. In the modal, toggle top-level menus (e.g., enable Sales, disable HR Management).
  3. Expand sub-menu trees to toggle specific sub-routes (e.g. enable Sales Orders but hide Cash Sales).
  4. Click Save Permissions.