Use Role Privileges to decide exactly what each role can see and do. For example, you might let Cashiers process sales but block them from viewing reports or changing prices. It's like giving different keys to different rooms — each role only opens the doors they need. This is the main access control panel — a permission matrix where you toggle View, Edit, Delete, and Setting rights for every module.

When to use this: When you need to assign specific permissions to a user role (e.g., what a Cashier role can or cannot do).

Prerequisites

• Roles must exist (User Setup > Role Setup)
• Privileges defined (User Setup > Privileges Setup)

Role Privileges Configuration

📝 General Description

This page uses a tab-based permission matrix. Select a role from the dropdown at the top, then configure access levels across 4 main tabs. Each module row has toggle switches for different permission types. Changes take effect immediately — users with that role will see updated access on their next page load.

⚙️ UI Elements

6.3.1 Permission Tabs

6.3.2 Permission Types

Each module row has up to 4 toggles:

Permission Hierarchy

View OFF → Page is completely hidden from the user's sidebar
View ON, Edit OFF → User can see data but cannot modify anything (read-only)
View ON, Edit ON → User can view and create/edit records
View ON, Edit ON, Delete ON → Full access to that module

[!NOTE] Edit includes the ability to create new records. There is no separate "Create" toggle — Edit covers both creating and modifying.

6.3.3 How to Configure Role Privileges

Granting Access to a Role

1. Navigate to User Setup → Role Privileges.

2. Select a Role from the dropdown (e.g., "Supervisor").

3. Click the Setup tab.

4. Locate the module you want to grant access to (e.g., "Product Setup").
5. Toggle View → ON to make the module visible.

6. Toggle Edit → ON to allow creating and editing products.

7. Leave Delete → OFF if supervisors should not be able to delete products.
8. Changes auto-save. Verify by switching to another role and back.

Revoking Access from a Role

1. Select the Role from the dropdown.

2. Navigate to the appropriate Tab.

3. Locate the module. 4. Toggle View → OFF to completely hide the module from users with that role.

5. Or keep View → ON but toggle Edit and Delete → OFF for read-only access.

Reverting Changes

1. If you've made changes you want to undo, click 🔄 REVERT before navigating away.

2. All toggles will reset to their last saved state.

6.3.4 Recommended Role Templates

Cashier (Minimal Access)

Supervisor (Moderate Access)

Admin (Full Backend Access)

💡 Example

Scenario: A store owner wants cashiers to process sales but not issue refunds without supervisor approval.

Setup:

1. Navigate to Role Privileges → Select Cashier from the dropdown.

2. Click the POS & Others tab.

3. Find "Refund" → Toggle View ON but Edit OFF.

4. Find "Void" → Toggle View ON but Edit OFF.

5. Now cashiers can see refund/void history but cannot process new ones. 6. Select Supervisor from the dropdown.

7. Ensure "Refund" and "Void" both have View ✅ and Edit ✅. 8. When a customer needs a refund, the cashier calls a supervisor to process it.

[!TIP] Start with the least access and add permissions as needed. It's easier to grant access than to revoke it after users have already relied on it.

[!WARNING] Be cautious with the User Setup permissions. Only System Admin and Admin roles should have Edit access to User Setup — otherwise users could escalate their own privileges.

[!IMPORTANT] Changes to Role Privileges take effect immediately for all users with that role. Test changes by logging in as a user with the affected role before deploying to production.

Access & Permissions

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

Expected Result: Changes are saved successfully and reflected across the system after the next POS sync.

Field Reference

[!NOTE] Additional fields specific to this page are documented in the sections above. The table above shows common fields present across most pages.

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

How to Add a New Role Privileges

1. Navigate to Role 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 role privileges.

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

How to Edit a Role Privileges

1. Navigate to Role 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 role privileges is updated and changes take effect immediately.

How to Delete a Role Privileges

1. Navigate to Role 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 role 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.

Troubleshooting

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

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.