How to Create and Edit User Roles in Swil Admin

Process for Creating and Editing User Roles in Swil Admin

How to Create & Modify User Roles in Swil Admin


In this article, we will cover the process of creating and editing user roles in Swil Admin, along with step-by-step instructions. With Swil Admin, users can enhance their workflow by managing user roles in SwilERP. Additionally, users can modify existing user roles from any location through the Admin portal and provide them with software access.

Start with login in Swil Admin to initiate the process

  1. Go to the Dashboard & click on the Role option.
Reference image:
SwilERP Dashboard Window
  1. Here, you'll find a list of all created User Roles.
  2. You can select any user to make changes using the Edit option.
  3. To create a new user, click on the Create New (+) button.
Reference image:
User Roles List

How to Edit User Role

  1. A new window for User Role Details will open.
  2. For example, if you want to give sales invoice access to the selected user, click on the Sales Menu, and all available options will be displayed on the screen.
Reference image:
User Role Window
  1. If you want to give access of the menu then:
  1. Untick the "No Access" option.

  2. And Tick-mark on the Add, Edit, Delete, Print, Browse, Cancel, Edit(Locked), Print(Locked), Delete(Locked), and Draft options as per required permissions.

  1. If you want to remove access of the menu then:
  1. Tick mark on the "No Access" option and untick all the other options.
  1. Lastly, Save the window with the given option.
Reference image:
Access Window