Roles and Permissions Overview

Roles and Permissions

Role

Key Permissions

Description

SuperAdmin

All access (*)

Full control over everything. No restrictions.

Branch Personnel

Create/View Inventory, View/Edit Customers, Create/View Transactions, View Reports, Edit and Delete Void Transaction

Handles branch-level tasks: managing inventory, customers, and transactions, with access to reports.

Branch Manager

Create/Edit Accounts, Adjust/View Inventory, View/Edit Customers, Create/View Transactions, View Reports

Manages branch operations: account setup, inventory adjustments, customer management, and transactions.

Regional Manager

Create/Edit Accounts, View/Edit Currencies, View Transactions, View Reports

Oversees regional activities: managing accounts and currencies, reviewing transactions, and generating reports.

Treasury

Create/Edit Currencies, View Inventory, View Transactions, Edit and delete enabled for void transaction

Manages currency-related operations: creating/editing currencies, viewing inventory and transactions.

Support

View Customers, View Currencies, View Inventory History, View Transactions, View Reports

Provides support by viewing customer, currency, transaction data, and reports.

Reporting Analyst

View Currencies, View Inventory, View Transactions, View Reports

Analyzes data and generates reports for currencies, inventory, and transactions.

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