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🛂 User Roles

User Roles allow you to control who can access what inside your Vendora platform. Assign specific permissions to ensure each team member only sees what they need.

👥 Default Roles​

Vendora includes these built-in roles:

  • 👑 Admin — Full access to all settings, features, and data
  • 📊 Manager — Access to clients, invoices, agents, and reports
  • 💼 Sales Agent — Limited access to assigned clients and sales-related data
  • 🧾 Accountant — Access to financial data, reports, and transactions
  • 🛠️ Support — View clients and tickets, but no financial access

✅ You can edit or clone any of these roles to fit your business model.

➕ Create or Edit Roles​

Navigate to:
Users → User Roles → Add/Edit Role

  1. 📝 Enter a Role Name (e.g., “Marketing Lead”)
  2. ✅ Select the permissions the role should have
  3. 💾 Click Save

You can assign roles immediately when creating or editing a user.

🔒 Permission Categories​

Vendora permissions are grouped into logical categories:

  • 👤 User Management – View, add, or edit team members
  • 🧾 Invoices – Create, send, and view invoices
  • 📦 Products – Manage inventory and pricing
  • 📈 Reports – View performance and financial summaries
  • ⚙️ Settings – Change platform-wide configurations
  • 💬 Support – Access and respond to support tickets

📌 Hover over each checkbox for a tooltip explaining what it controls.

👥 Assign Roles to Users​

When creating a new user:

Users → Add New User → Role

  1. Fill in user details
  2. Select role from the dropdown
  3. 🎯 Click Invite User or Save

You can update a user’s role anytime by editing their profile.

🧠 Best Practices​

  • 🧪 Use "Test User" roles to safely check permissions
  • 🔍 Audit user roles monthly to avoid over-permission
  • 🛡️ Restrict financial permissions to trusted users only
  • 🧵 Use roles to separate functions (e.g., finance vs. support)

Role-based access control in Vendora keeps your team productive and your data secure. 🛂🔐