How to Create a Role in ADempiere Retail

A Role defines what a user can see and do in the system. It controls access to menus, actions, and data based on job responsibility (e.g., cashier, manager, admin).

User Access

Who Can Access

Admin
Cashier
Manager
Back office

What User Can Do

Create and assign roles to users
Define access rights (view, edit, delete, approve)
Limit access to specific modules

Pre-Requisite Activities

User master must be created
Decide responsibilities per department
Finalize which modules/functions each role should access
Approve hierarchy (if applicable) must be planned

Business Rules

A user must be assigned at least one role to access the system
Roles should follow organizational hierarchy
Sensitive functions (e.g., price change, cancel invoice) must be restricted
Roles should be audited regularly to avoid misuse
Only authorized admins can create or modify roles

User Interface

Step 1 : Select ‘Role’ in Menu -> Administration > General rules > Security > Role or Search Role in Lookup.

Role

Step 2 : To create a new record and configure roles for it.

Step 3 : Create a new role to grant function access by using the checkbox

Display Drafted records : Click this checkbox to display the drafted document (Showing all transactions) allowed for this role, if the checkbox is unchecked, it will cause the function to stop working .
IsEdit Customer Detail : Click this checkbox to edit the customer details on the customer screen for this role, if the checkbox is unchecked, it will cause the function to stop working.
Is refund : Click this checkbox to enable the refund function in POS for this role, if the checkbox is unchecked, it will cause the function to stop working.
GKM Access : Click this checkbox to enable GKM access for this role, if the checkbox is unchecked, it will cause the function to stop working.
Is Exchange : Click this checkbox to enable the exchange function on the POS screen for this role, If the checkbox is unchecked, it will cause the function to stop working.
Is Bill cancel : Click this checkbox to enable the Bill Cancel function on the POS screen for this role, If the checkbox is unchecked, it will cause the function to stop working.

Step 4 : Create a new role to grant access by using the checkbox and selection option,

Default Warehouse : Select the default warehouse; this role is only for logging in to the default warehouse, Do not select the default warehouse; this role can log in to any warehouse.
Is WH Selection : Click the checkbox to enable the selected warehouse option, If the checkbox is unchecked, the selection option will not be enabled.

Step 5 : Create a new role to grant INFO access by selecting the checkbox,

Allow Info Account : Click the checkbox to enable access to the account information View for this role; uncheck the checkbox to disable access to the account information View.
Allow Info B Partner : Click the checkbox to enable access to the B Partner information View for this role; uncheck the checkbox to disable access to the B Partner information View.
Allow Info In Out : Click the checkbox to enable access to the In Out information View for this role; uncheck the checkbox to disable access to the In Out information View.
Allow Info Order : Click the checkbox to enable access to the Order information View for this role; uncheck the checkbox to disable access to the Order information View.
Allow Info Product : Click the checkbox to enable access to the Product information View for this role; uncheck the checkbox to disable access to the Product information View.
Allow Info Schedule : Click the checkbox to enable access to the Schedule information View for this role; uncheck the checkbox to disable access to the Schedule information View.
Allow Info MRP : Click the checkbox to enable access to the MRP information View for this role; uncheck the checkbox to disable access to the MRP information View.
Allow Info Asset : Click the checkbox to enable access to the Asset information View for this role; uncheck the checkbox to disable access to the Asset information View.
Allow Info Cash-journal Click the checkbox to enable access to the Cash-journal information View for this role; uncheck the checkbox to disable access to the Cash-journal information View.
Allow Info Invoice : Click the checkbox to enable access to the Invoice information View for this role; uncheck the checkbox to disable access to the Invoice information View.
Allow Info Payment : Click the checkbox to enable access to the Payment information View for this role; uncheck the checkbox to disable access to the Payment information View.
Allow Info Resource : Click the checkbox to enable access to the Resource information View for this role; uncheck the checkbox to disable access to the Resource information View.
Allow Info CRP : Click the checkbox to enable access to the CRP information View for this role; uncheck the checkbox to disable access to the CRP information View.