Roles and permissions

A role groups permissions: the operations a person can perform (view, create, edit, delete…). Assigning roles to users controls what each person can do inside PetSoph.

How to get there

  1. Sign in to PetSoph.
  2. Side menu Administración → Roles.

Role and permission management Figure 1. Role configuration with access control and permission matrix.

What the table shows

The list shows the name of each role (description) and its edit and delete buttons.

When opened, PetSoph already includes two roles:

Role Description
Super Administrador Has all permissions; it is a system role
Administrador Base role with management permissions

Create a role

  1. Press + (add) on the screen bar.
  2. Type the role name.
  3. Check the permissions in the list (toggles on a scrollable panel).
  4. Save. The role’s technical identifier is completed automatically from the name.
Consejo

Check only the needed permissions (least privilege principle): a cashier does not need administration permissions, only those of Caja.

Edit a role

  1. Press the edit icon (pencil) on the row.
  2. Update the name or the checked permissions.
  3. Save. Changes apply to every user with that role.

System roles

Roles marked as system are protected:

  • Their name cannot be edited (the field appears locked).
  • They cannot be deleted (the delete button is disabled).
Atención

Removing administration permissions from a role immediately affects the users who have it, and their menu adjusts automatically.

Next

  • Users: assign roles to the staff accounts.