Roles & Permissions

Roles

Job roles map users to permission groups. Baseline examples used in the product docs include administrator, sales, finance, and HR-style roles — you should create only what your company needs.

Permissions

Permissions use a Module.Resource.Action format, with wildcards and prebuilt groups described in the Permission Model Reference (including a module catalog used by the platform).

Permission Model Reference

Access control

Authorization is enforced in the application. Company data is filtered by company scope. Users without a permission should not see or mutate that resource.

Administrative controls

Platform and tenant administration, including a 4-layer access overview and admin checklist, is covered in the Platform Administration guide.

Platform Administration Guide

Security documentation

Steps

1. Sign in to Smart Business 360 at the application host.
2. Open the User Management module for this task.
3. Follow the fields and actions described in the sections above.
4. Save or confirm, then verify the result on the list or detail screen.

Expected result: The operation completes without errors and data reflects your changes.

Troubleshooting

• Confirm you are in the correct company context.
• Verify your role includes permissions for this module.
• Refresh and retry. If the issue persists, contact support with the screen URL.

FAQ