Role Permissions Manager

Overview

Below is a business-focused explanation of the Role Permissions Manager page in Dafater.

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Role Permissions Manager

Module: Core
Page Name: permission-manager

What this page is used for in business operations

The Role Permissions Manager is used to control who can see, create, update, or manage business information in Dafater. It helps organizations enforce internal controls, data confidentiality, and role-based responsibilities.

From a business perspective, this page ensures that: - Employees only access information relevant to their job - Sensitive data (such as financial, HR, or customer information) is protected - Operational risks caused by unauthorized access are minimized - Compliance with internal policies and audit requirements is maintained

In short, it defines “what each role is allowed to do in the system.”

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Key features and functionality (business perspective)

• Role-based access control
  Permissions are assigned based on roles such as Manager, Accountant, Sales Officer, or HR Executive, rather than individual users.

• Control over business records
  For each business record type (customers, invoices, employees, requests, etc.), you can define whether a role can:

  • View records
  • Create new records
  • Edit existing records
  • Delete records
  • Submit, approve, or cancel transactions

• Centralized permission management
  All access rules are managed from one place, making it easy to review and adjust controls as the business grows.

• Clear separation of duties
  Prevents conflicts such as the same person creating and approving transactions.

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How to navigate and use the page effectively

1. Select a Role
   Choose the business role whose access rights you want to review or modify.

2. Review the list of business documents
   The page displays all relevant business records grouped by function (such as sales, finance, operations, or HR).

3. Adjust permissions using checkboxes
   Enable or disable actions like read, create, update, delete, submit, or approve based on business needs.

4. Save changes
   Once saved, the updated permissions apply immediately to all users assigned to that role.

Best practice:
Before changing permissions, clearly understand the responsibilities of the role to avoid giving too much or too little access.

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Common business scenarios where this page is used

• Onboarding new employees
  When new staff join, roles are defined and permissions are reviewed to match their responsibilities.

• Role changes or promotions
  Access rights are updated when an employee moves to a new position or takes on additional duties.

• Audit and compliance reviews
  Management or auditors review permissions to ensure proper controls and segregation of duties.

• Process improvements
  As workflows change, permissions are adjusted to support new approval structures or responsibilities.

• Security and risk management
  Restricting access to sensitive financial, employee, or customer data.

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Important information displayed on the page

• Role name currently being managed
• List of business records affected by the role
• Permission types available for each record (view, create, edit, delete, approve, etc.)
• Enabled and disabled permissions, clearly shown for quick review

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Business value summary

The Role Permissions Manager is a critical governance tool in Dafater. It helps businesses maintain control, protect sensitive information, support efficient workflows, and ensure that every employee works within clearly defined boundaries aligned with their role.

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Page Information

• Module: Core
• Page Name: permission-manager
• Standard: Yes