In AmDital, every user is assigned a role that defines what they can see and do within the system. Roles and permissions ensure that sensitive information is protected, while each user has the right access to perform their daily tasks. For example, an Owner has full control of the system, an Manager can view employee data across departments, while an Employee can only access their own information.
This article explains the different roles available in AmDital, what permissions each role provides, and how access rules like departmental visibility are applied.
AmDital ERP offers different roles to ensure every user has the right level of access. Each role comes with predefined permissions that determine what the user can view, add, edit, delete, or approve.
Owner : Full control of the system. Access to all modules, users, and settings. Permissions cannot be restricted.
Admin : Can manage all modules and system configurations. Has visibility across all departments. Can assign roles and permissions.
Manager : Department-level control. Can view and manage only their department’s data. Can approve/reject requests within their team.
Employee : Limited to their own data. Can view/update personal information, tasks, and requests. Cannot access data of other employees or departments.
Client : External collaborator with limited access. Can view assigned projects. Cannot access HR, Payroll, or Finance.
Permissions in AmDital ERP define what actions each role can perform within a module. Each permission type comes with specific options:
View : Defines what records a user can see. Options: All / Department / Assigned / None.
Add : Defines whether a user can create new records. Options: Yes / No.
Edit : Defines what records a user can modify. Options: All / Assigned / None.
Delete : Defines what records a user can remove. Options: All / Assigned / None.
Approve : Defines whether a user can approve requests or workflows. Options: Yes / No
The heatmap presents a visual representation of access levels across different modules and features. Each row corresponds to a module (e.g., Projects, Tasks, Reports), and each column represents a role (Owner, Admin, Manager, Employee, Client).
Darker cells indicate full or higher access.
Lighter cells indicate restricted or no access.
This provides a quick, at-a-glance summary of role permissions, showing the distribution of control, editing rights, and view-only access across the system.
