User Roles

Fleet Master allows you to create and manage user roles with detailed permissions across modules such as fleet management, Payroll, and Documents.

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Creating a New User Role

Navigate to the User Roles section using the sidebar and click Create to add a new user role.

The create user role form includes the following fields:

Role Configuration

  • Role Name: Choose a clear and distinct name for the role (e.g., HR Manager, Finance Officer, Ops Coordinator). (Required)
  • Guard: Select Web to define access control for web-based users. (Mobile support coming soon.)

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Save Options

Fleet Master provides flexible save options:

  • Save: Create the role and return to the list.
  • Save & Create Another: Create and continue adding more roles.
  • Cancel: Discard and return without saving.

Permission Controls

Individual Permission Toggles

Use toggle switches to enable or disable specific permissions for each module.

Bulk Permission Controls

  • Select All: Enable all permissions at once.
  • Show Selected Only: Filter to show only enabled permissions.
  • Search Permissions: Quickly find a specific permission.
  • Module-wise Select All: Quickly toggle all permissions in a single module.

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Best Practices for Role Creation

Role Naming Conventions

Use consistent and descriptive names:

  • HR Manager – Full access to fleet and document management
  • Finance Officer – Full access to salary, reports, and installments
  • Operations Lead – Project and assignment management
  • Viewer – Read-only access across selected modules

Permission Assignment Guidelines

  • Least Privilege Principle: Assign only what is needed.
  • Module Relevance: Match permissions to the role's actual responsibilities.
  • Regular Reviews: Audit role permissions regularly to ensure continued relevance.

Important:

Over-permission roles can compromise data privacy and system security. Review permissions carefully before saving.

Security Best Practice:

Use Show Selected Only before saving to audit granted permissions efficiently.