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Administration

The System Settings module (reserved for administrators) covers user management, application settings and backups.

Users and roles​

In System Settings → Users and permissions, you:

  • create accounts for your team members;
  • assign each one or more roles;
  • enable / disable an account when someone joins or leaves.

The available roles and their scope are described in Navigation & roles. In short:

RolePurpose
AdministratorManages the whole app and the other users
VendorCommercial operations (sales, purchases, POS, finance)
WarehousemanStock and purchase management
CashierCheckout at the point of sale
AccountantFinance and reports
AuditorRead-only view of finance and reports
Authentication

Identity and sign-in management relies on Keycloak. Depending on the setup, passwords, two-factor authentication and security policies are managed centrally there.

Access best practices​

  • Give each person the least privilege they need.
  • Reserve the Administrator role for a very small number of people.
  • Immediately disable the accounts of people who leave the company.

Settings​

System Settings → Global settings centralizes the app configuration: company identity, currency, taxes, default language, integrations. See Configuration for detail.

Backups​

System Settings → Backups manages the backups made by the application itself:

  • an automatic full backup every night (01:30 by default), kept for 14 days by default;
  • the Create Full Backup button to run one at any time;
  • for each backup: status, size, checksum and download;
  • restore, when enabled: it requires Maintenance Mode, which blocks writes, and first creates a Safety Backup.

These backups contain the business data and the application files. They contain neither user accounts nor the server configuration: for a complete copy of the installation, also use the server backup script. See Upgrades and backups.

Warning

A backup is only worth something if it can be restored and is kept off the server. Download them or copy them elsewhere, and test a restore from time to time.

Audit log​

Sensitive actions are recorded in an audit log, useful for compliance tracking and investigation in case of an anomaly.