Documentation

Roles & Members

Roles & Members

RepairSuite uses a role-based access control system. You create custom roles with specific permissions, then assign those roles to branch members (staff).

Roles

A role is a collection of permissions. For example:

  • Technician — sees and updates jobs, but cannot delete them or touch billing
  • Front desk — books jobs in, manages customers and takes payments
  • Manager — everything except the shop's own billing

Viewing Roles

Navigate to Settings → Roles.

Roles list showing custom roles with permissions summary

Creating a Role

  1. Click New Role
  2. Enter a Role Name (e.g. "Technician", "Front Desk", "Manager")
  3. Select permissions from the checklist:

Role create form with a name field and permission checkboxes grouped by module, each with a Select All shortcut

Permissions are grouped by module. Most modules offer Create, Edit, Delete and Show; some carry actions of their own.

Module groupCovers
Dashboard, Ticket, Invoice, CustomerThe everyday job and money screens
Category, Manufacturer, Device, Issue, ChecklistThe repair catalogue
Product, Inventory, Supplier, Tax Class, Physical LocationStock and its settings
Purchase OrderCreate, list, edit, approve, cancel, mark as received, export
Stock TransferCreate, list, view, submit, approve, receive, cancel
Stock AdjustmentList, create, view details, edit, delete
Seller, Resell Product, SaleTrade-in and counter sales
Booking RequestList, details, update, convert to job, delete
AttendanceView, clock in/out, manage, shifts, schedule, leave, reports, export
ReportView reports, export reports
Member, Role, Shop, Branch, TermsConditionShop administration

Each group has a Select All shortcut, and there is one at the top of the page for everything.

  1. Click Create

Editing a Role

  1. Click Edit on the role
  2. Update the name or permissions
  3. Save

:::warning Editing a role immediately affects all members assigned to that role. Review carefully before making changes. :::

Members

Members are staff accounts that can log in and access the shop's branch dashboard.

Viewing Members

Navigate to Settings → Members.

Member list showing each staff member with their name, email, phone, role and status

Inviting a New Member

  1. Navigate to Settings → Members
  2. Click New Member
  3. Fill in:
FieldDescription
NameStaff member's full name
EmailTheir email — used for login
PasswordSet an initial password (they can change it)
RoleSelect which role to assign
BranchesWhich branch(es) they can access
  1. Click Save

Member create form with name, email, password, role selection and branch assignment

The new member can now log in with the email and password you set.

Editing a Member

  1. Click Edit on a member
  2. Update their name, role, or branch assignments
  3. Save

Activating / Deactivating Members

Toggle a member's status between Active and Inactive:

  • Active — member can log in
  • Inactive — member cannot log in (their account is suspended)

This is useful when staff are on leave or have left the company.

Multi-Branch Members

A member can be assigned to several branches and switch between them once logged in. Their permissions are the same everywhere; only the data changes.

:::note Hiding a module in Menu Settings removes it from the sidebar for everyone, but it does not remove the permission. Permissions are the real access control; menu settings are tidiness. :::