Use Setup to manage and configure this feature in your EQuipWeb system.

Privileges Setup is the master list of all permissions available in the system. Each privilege controls access to a specific action — like viewing reports, editing products, or processing refunds. You typically don't need to change these unless you're creating custom access rules.

When to use this: When you need to create or manage specific access permissions that can be assigned to user roles.

Prerequisites

• No prerequisites — privileges are foundational setup

Privileges List

📝 General Description

This page lists every individual privilege available in the system. Privileges are the atomic building blocks of the access control system — each one maps to a specific action on a specific module. While Role Privileges (Section 6.3) is used to assign these privileges to roles, this page is where the privilege entries themselves are defined and managed.

⚙️ UI Elements

Use Setup to manage and configure this feature in your EQuipWeb system.

6.4.1 Data Grid Columns

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6.4.2 Add / Edit Privilege

Form Fields

Actions

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6.4.3 How Privileges Work

Privileges are organized in a three-tier hierarchy:

Module (e.g., "EQuip Setup")
  └── Entity (e.g., "Product", "Membership", "User")
       └── Action (e.g., "View", "Edit", "Delete", "Setting")

Access Type Reference

Standard Privilege Naming Convention

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6.4.4 Privilege Categories

The system privileges are organized across these module categories:

Use Setup to manage and configure this feature in your EQuipWeb system.

💡 Example

Scenario: A retailer wants to create a custom privilege that allows specific roles to export member data — a sensitive action that should be restricted.

Setup:

1. Navigate to Privileges Setup → Click + Add New.

2. Enter:

• Privilege Name: Export Member Data
• Privilege Code: Membership.Member.Export
• Description: Allows exporting the full member database to Excel

3. Click Save.

Expected Result: The privilege is saved.

4. Go to Role Privileges (Section 6.3) → Select "Admin" role.

5. Find the new "Export Member Data" privilege and toggle it ON.

6. Leave it OFF for Cashier and Supervisor roles.

[!IMPORTANT] This page is intended for advanced administrators only. Modifying or deleting system-default privileges can break access control for existing roles. Most permission management should be done through Role Privileges (Section 6.3) instead.

[!TIP] When creating custom privileges, follow the Module.Entity.Action naming convention to keep them consistent with system-generated privileges. This makes the Role Privileges matrix easier to read and manage.

Use Setup to manage and configure this feature in your EQuipWeb system.

Access & Permissions

[!NOTE] Exact permissions depend on the Privileges Setup configured for each role. Contact your administrator if you cannot access this page.

Use Setup to manage and configure this feature in your EQuipWeb system.

How to Add a New Privileges

1. Navigate to Privileges Setup from the sidebar menu.

2. Click the + Add New button (green button).

3. Fill in the required fields in the form.

4. Fill in any optional fields as needed.

5. Click Save to create the new privileges.

✅ Expected Result: The new privileges appears in the list and is available for use across the system.

How to Edit a Privileges

1. Navigate to Privileges Setup from the sidebar menu.

2. Click on the name or code link (blue text) of the record you want to edit.

3. The edit form opens with all current values pre-filled. Modify the fields as needed.

4. Click Save to apply your changes.

✅ Expected Result: The privileges is updated and changes take effect immediately.

How to Delete a Privileges

1. Navigate to Privileges Setup from the sidebar menu.

2. Click on the name or code link (blue text) of the record you want to delete.

3. In the edit form, scroll down to the bottom.

4. Click the Delete button (red button).
5. A confirmation dialog appears — click Yes to confirm.

✅ Expected Result: The privileges is soft-deleted — hidden from active lists and POS but can be restored later.

[!WARNING] Records linked to active transactions or other modules cannot be deleted. The system will display an error if deletion is not allowed.

FAQ

Q: A user is locked out — how do I unlock them? A: Go to User Setup > Locked User to view and unlock locked accounts. Accounts may lock after multiple failed login attempts.

Q: Can a user have multiple roles? A: Each user is assigned one role. To combine permissions, create a custom role with the needed privileges in Role Setup and Privileges Setup.

Q: Why can't a user see certain menus? A: Their role may not have the required privileges. Check Privileges Setup for the user's assigned role.

Use Setup to manage and configure this feature in your EQuipWeb system.

Troubleshooting

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Related Menus

• Setting > Feature Setup — system feature toggles
• Master Data > Outlet Setup — outlet access assignment
• User Setup > Role Setup — role definitions
• User Setup > Privileges Setup — permission configuration

Use Setup to manage and configure this feature in your EQuipWeb system.

Open Questions / Confirmation Needed

[!NOTE] The following items may vary depending on your system version and configuration:

• Exact permission settings depend on your Privileges Setup configuration
• Sync timing to POS terminals depends on network conditions and sync schedule
• Some features may require additional licensing or module activation
• Field behavior may differ between EQuip versions

If you encounter behavior not described in this manual, contact your system administrator or EQuip support team.

Business Rules

• Records that are linked to active transactions or other modules cannot be permanently deleted
• Changes made here will take effect on POS terminals after the next sync
• Deleted records can be restored from the list using the Show Deleted filter
• All changes are logged with the user who made them and the timestamp