v0.21.0
Home

Print Dash — Users Module User Guide

Audience: Shop owners and administrators (manager panel)
Version: 1.0.0 · Date: 2026-05-31
Language: English — العربية

1. Overview

The Users area has two main parts:

Area Purpose
Users People who can sign in (name, email, password, roles)
Roles Permission sets assigned to users

System roles (built in):

Role Typical use
Owner Full access to everything
Production manager Office/manager workflows, dashboard, reports
Operator Production floor only — lands on Operator workstation, not the KPI dashboard

You can also create custom roles with a name you choose and selected permissions.

2. Managing users

Open Users → Users.

Create a user

  1. Click Create.
  2. Enter name, email, and password (minimum length as shown).
  3. Select one or more roles.
  4. Set standard hourly rate if used for production costing.
  5. Save.

Edit or delete

  • Edit — change name, email, roles, hourly rate. Password is not changed here unless your process adds a separate reset flow.
  • Delete — removed unless this is the last owner user (see below).

3. Managing roles and permissions

Open Users → Roles.

Custom roles

  1. Create — enter a role name (your label).
  2. Open the permission tabs:
    • Resources — access to modules (Sales, Inventory, Production, etc.)
    • Pages — specific manager panel pages
    • Widgets — dashboard KPI tiles (grouped by Inventory / Production / Financial)
    • Custom permissions — special capabilities (see checklist below)
  3. Use Select all carefully; prefer granting only what the job needs.
  4. Save.

System roles

  • Owner — permissions are fixed (full access). You cannot change checkboxes on the owner role.
  • Production manager and Operator — names are fixed; you can adjust their permissions (except owner).
  • System roles cannot be deleted from the list.

4. Granting access — practical checklist

When setting up a role, consider:

Need Where to grant
See Sales / Purchases / Inventory menus Resources tab — module resources (e.g. view, create)
Customize home dashboard Custom permissions → Dashboard → Customize dashboard layout
Add dashboard widgets Widgets tab — e.g. inventory summary, floor queue
See money amounts on widgets/reports Custom permissions → Financial → See financial amounts
Export reports to PDF/Excel Custom permissions → Reports
Use operator floor screen Assign Operator role (or Production Floor custom permissions on a custom role)
Production manager daily work Production manager role + widgets/resources as needed

Details: Dashboard user guide.

5. Owner role

  • The owner role always receives all permissions automatically.
  • You cannot remove individual permissions from the owner role in the UI.
  • You cannot remove the owner role from the last user who has it.
  • You cannot delete the last owner user.

Add another owner before demoting or deleting the current one.

6. Production manager vs operator

Production manager Operator
Dashboard home Yes (if permitted) Redirected to Operator workstation
Customize dashboard Usually yes No
Sales / purchasing Often yes Typically no
Floor production UI Optional Primary job

Use the Operator role for machine operators; use Production manager (or a custom manager role) for supervisors and owners’ staff.

7. Troubleshooting

Problem Likely cause
User sees empty menu Role lacks access to needed modules, or module turned off for your shop
No Customize dashboard Role missing Customize dashboard layout permission
Widget missing on dashboard Role missing permission for that widget
Amounts hidden on KPIs Role missing See financial amounts
Cannot delete user Last owner — assign another owner first
New feature not in role form Ask your administrator to refresh role permissions after an update

8. Quick reference

I want to… Go to…
Add a staff login Users → Users → Create
Let someone manage sales only Roles → Create → Resources → Sales
Let manager customize KPI home Roles → Custom → Customize dashboard
Floor operator only Assign Operator role
Full shop access Assign Owner role