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Permissions & Access

Overview

SARA is a permission-driven ERP. What you can see and what you can do depends on the permissions assigned to your user. Permissions are configured in the Control Panel and are typically grouped by transaction (screen/URL).

Note

If something appears “missing” (a tab, button, or action), it is often a permissions issue rather than a system error.

How permissions are organized in SARA

Permissions are commonly managed in the Control Panel as permission groups per transaction. Conceptually:

  • Each transaction (screen) can have one or more permissions.
  • Each permission grants access to a set of actions (view, edit, approve, send, manage, etc.).
  • Users receive permissions based on their role (Sales, HR, Supervisor, Warehouse, etc.).

Where to manage permissions

Permissions are assigned and maintained from:
Control Panel

What permissions control

Permissions can affect:

  • Whether you can open a transaction at all
  • Whether you can view or edit records
  • Whether you can perform workflow actions like:
    • approve / reject
    • cancel
    • send emails
    • manage special administrative tools
  • Whether you can see admin-only tabs or metrics views

Troubleshooting access

Common symptoms

  • A transaction is missing from the menu
  • A tab does not appear
  • A button/action is not visible (e.g., Approve, Send, Edit)
  • You can view data but cannot modify it

What to do

  1. Confirm you are in the correct transaction (some features exist only in specific screens).
  2. Request access from your supervisor or the system admin.
  3. Admins can validate assignments in Control Panel.

Tip

When requesting access, specify: - the transaction name - the action you need (e.g., “approve”, “send mail”, “view metrics”) - the business reason (why you need it)