User Roles — Tazk Sales Help

Overview

A role is a set of permissions shared by everyone who does the same job — for example Salesman, Accountant, or Delivery Person. Give each user a role, and they get exactly what that role allows. Open Settings > User Roles.

The roles are listed on the left — for example Administrator, Accountant, ASM, Back Office, Customer, Delivery Person, Employee, Manager, Sales Manager, Salesman, Team Leader, and TSM. Click a role to work on it; its name is shown at the top
Click + next to User Roles to add a role
The tabs set different kinds of permission: Menu Access, Dashboard, Notifications, Data Scope, and Field Visibility

Important: Each tab has its own Save button at the top right — for example Save Menu Access or Save Dashboard. Save before you move to another tab or role.

Menu Access tab for the Administrator role, with each menu item and tick boxes for view, create, edit, delete, export, and approve

Sets which menus the role can open and what it can do in each. Every menu item has six tick boxes:

Permission	Allows
View	Opening the page and seeing its records
Create	Adding new records
Edit	Changing records
Delete	Deleting records
Export	Downloading lists and reports
Approve	Approving requests on that page

Menus with sub-menus (for example Sales, Purchases, or Inventory) have an arrow — click it to open the group and set each sub-menu separately. A dash in a group's box means only some of its sub-menus are ticked
Expand All / Collapse All open or close every group
Only checked / Only not checked show just the items that are, or are not, allowed
Use Search menus to find an item

Click Save Menu Access.

Dashboard

Sets which widgets the role sees on the dashboard — for example Live Sales, Revenue, Total Receivables, or Total Inventory. Tick Visible for each widget the role should see. Some widgets are listed by their internal name, for example cashInHandCard or netProfitCard. Click Save Dashboard.

Tip: Hide money widgets such as Revenue and Net Profit from roles that do not need them — for example Salesman or Delivery Person.

Notifications

Sets which notifications the role receives, and how. Each notification — for example Cheque Bounce Alert, PDC Due Today, Invoice Overdue, GSTR-1 Filing Due, or the AI reports — has five channels:

In-App — inside Tazk
Push — on the mobile app
Email, SMS, and WhatsApp — sent using the settings under Configuration

Use Search notifications to find one, and click Save Notifications.

Note: SMS, Email, and WhatsApp only go out once those channels are set up under Configuration. WhatsApp messages use credits.

Data Scope

Sets how much of the data on each page the role can see. Every menu is listed by its internal name — for example sales__invoices or approvals — with a Scope drop-down. All shows the role every record; choose a narrower scope from the drop-down to limit what it sees. Click Save Data Scope.

Field Visibility

Sets which fields the role can see.