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
- Click + New Role
- Enter a Name and optional Description
- Configure permissions for each module (see below)
- Click Save
Module Permissions
For each module, you can grant one or more permission levels:
| Permission | What it allows |
|---|---|
| Read | View records in that module |
| Create | Add new records |
| Update | Edit existing records |
| Delete | Remove records |
Available Modules
| Module | Controls access to |
|---|---|
| Contacts | Contact list and details |
| Works | Works / work orders |
| Invoices | Invoice creation and management |
| Quotations | Quote creation and management |
| Vehicles | Fleet vehicle list and details |
Settings Access
The Manage Settings toggle gives a role full access to the Settings area (currencies, taxes, roles, products, etc.). Only grant this to administrators.
Editing a Role
Click on any role name to edit its permissions. Changes take effect immediately for all users assigned that role.
Assigning Roles to Members
Roles are assigned when inviting a team member. To change a member's role, go to Members, open the member profile, and update their role.
:::warning
Removing the Manage Settings permission from your own role will lock you out of settings. Always ensure at least one admin retains full access.
:::