Roles

Roles control what each team member can see and do in BeanRails. Every team member is assigned exactly one role.

Accessing Roles

Go to Settings → Roles.

Creating a Role

1. Click + Add Role
2. Enter a Name (required) and optional Description
3. Configure module permissions (see below)
4. Click Save

Module Permissions

The permissions table lets you grant granular access per module. Enabling Read is required before any other permission can be set for that module.

Permission	What it allows
Read	View records in that module
Create	Add new records
Update	Edit existing records
Delete	Remove records
Export	Export records to a file
Import	Import records from a file
All	Select/deselect all permissions for the row at once

Available Modules

Module	Read	Create	Update	Delete	Export	Import
Contact	✓	✓	✓	✓	✓	✓
Work	✓	✓	✓	✓	✓	✓
Invoice	✓	✓	✓	✓	✓	—
Quotation	✓	✓	✓	✓	✓	—
Vehicle	✓	✓	✓	✓	—	—

Advanced Contact Permissions

When Read is enabled for Contacts, an additional section appears to control contact visibility:

Option	What it allows
Access all contacts	Members with this role can view every contact in the team
Access assigned contacts only	Members can only view contacts that are directly assigned to them

If Create or Update is also enabled, an additional option appears:

Option	What it allows
Assign users to contacts	Members can assign other team members to a contact record

Advanced Permissions

Permission	What it allows
Manage Settings	Full access to the Settings area (all configuration pages). Only grant this to administrators.

Editing a Role

Click on any role row to edit its permissions. Changes take effect immediately for all members assigned that role.

Deleting a Role

Click the delete icon on a role row to remove it.

Assigning Roles to Members

Roles are assigned when adding a new member. To change an existing member's role, go to Members, click the edit icon on the member row, and select a new role.