ERP User & Role Matrix
The Right Access for Every User
Every ERP user works through a role that controls the menus, branches, data and approvals they can access. Below are the standard roles across departments – each implementation adds the roles specific to your industry.
Corporate / Management
Executive dashboards, approvals and company-wide reports.- Super Admin
- Managing Director
- CEO
- COO
- CFO
- General Manager
- Business Head
Sales
Leads, quotations, orders, targets and collections.- Sales Director
- Sales Manager
- Sales Executive
- Sales Representative
- Telecaller
Purchase
Requisitions, RFQs, purchase orders and vendor evaluation.- Purchase Manager
- Purchase Executive
- Procurement Officer
Warehouse
Receipts, issues, transfers, stock counts and dispatch.- Warehouse Manager
- Warehouse Supervisor
- Store Keeper
- Inventory Executive
Production
Planning, work orders, material issue and output recording.- Production Manager
- Production Planner
- Production Supervisor
- Machine Operator
- Production Worker
Quality
Inspections, test results, rejections and CAPA.- QA Manager
- QC Manager
- QC Executive
- Lab Technician
Maintenance
Preventive schedules, breakdowns, spares and downtime.- Maintenance Manager
- Maintenance Engineer
- Technician
Finance
Vouchers, payments, receipts, GST and financial statements.- Finance Manager
- Accountant
- Cashier
- Accounts Executive
HR
Employee records, attendance, leave, payroll and recruitment.- HR Manager
- HR Executive
- Payroll Executive
- Recruiter
Logistics
Trips, vehicles, freight and proof of delivery.- Logistics Manager
- Transport Manager
- Dispatcher
- Driver
Service
Tickets, field visits, AMCs and service billing.- Service Manager
- Service Engineer
- Technician
IT / Administration
Users, roles, permissions, configuration and backups.- System Administrator
- IT Manager
- Support Executive
Role-based security
How Roles Work in the ERP
Permissions
View, create, edit, delete, approve and export rights set per screen.Data scope
Limit users to their company, branch, warehouse or territory.Approval hierarchy
Multi-level approvals by amount, department or document type.Audit trail
Every change is logged with the user, date and time.
Industry-specific roles
See the Roles for Your Industry
Each industry page lists the users who operate that ERP – from weighbridge operators in a rice mill to milk testers in a dairy.
Map Your Organization to the ERP
Share your organization chart and we will design the roles, permissions and approval hierarchy for your ERP.