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Snishop ERP uses a role-based access control system to make sure every team member can see and do exactly what their job requires — no more, no less. When you invite someone to your workspace, you assign them one of four built-in roles. Each role comes with a predefined set of permissions that governs which modules they can open and what actions they can take inside those modules.

Role Overview

Snishop ERP includes four roles to cover the full range of team structures, from a solo founder running everything to a large company with specialized departments.

What each access level means

  • Full — can view, create, edit, and delete records in that module.
  • Read — can view records but cannot create, edit, or delete them.
  • Partial — can access certain sections of the module but not all features (for example, Admins can manage team members but cannot change billing or transfer workspace ownership).
  • None — the module is hidden from their sidebar and inaccessible.

Role Descriptions

The Owner has unrestricted access to every module, setting, and administrative function in the workspace. This role is automatically assigned to the person who created the workspace. There can only be one Owner per workspace — but ownership can be transferred if needed, and additional co-owners can be assigned.
Each workspace has exactly one original Owner. If you need to hand over the workspace to another person, go to Settings → Workspace → Transfer Ownership. The current Owner must initiate the transfer, and the recipient must accept it.
The Admin role is designed for trusted managers or operations leads. Admins have full access to most modules and can manage team members (invite, change roles, remove). They have partial access to Settings — they can manage configurations but cannot change billing or transfer ownership.
The Supervisor role is purpose-built for team leads who need visibility across operations without the ability to modify sensitive records. Supervisors can use the POS, read Finance and Inventory data for oversight, and view HR records. They cannot make changes outside their designated tasks and cannot manage team members or workspace settings.
The Employee role is the most restricted role. Employees can view and manage tasks and notes, but have no access to Finance, Inventory, HR, POS, or Settings modules. This role is ideal for general staff who primarily use Snishop ERP for internal collaboration and assigned tasks.
If you need a staff member to have access to specific modules beyond the default Employee permissions, use the Menu Access Manager to grant targeted access without upgrading them to a higher role.

Assigning and Changing Roles

You can assign or update a team member’s role at any time without disrupting their existing data or records.
  1. Go to Company Settings in the left sidebar.
  2. Open the Team Members tab.
  3. Find the team member whose role you want to change.
  4. Click the role dropdown next to their name.
  5. Select the new role from the list.
The change takes effect immediately — the team member’s sidebar updates the next time they load the page.
If you remove a user from your workspace (via the Remove button in Team Members), they lose all access to the workspace immediately. However, all records they created — sales transactions, journal entries, inventory adjustments, and so on — are preserved and remain fully intact. Removing a user does not delete their data.

Advanced: Menu Access Manager

For teams with more granular requirements, Snishop ERP includes the Menu Access Manager — an advanced configuration tool that lets you fine-tune exactly which pages and actions each role can access within a module. You can use the Menu Access Manager to, for example:
  • Prevent an Admin from viewing the company’s profit & loss statement while keeping their other Finance access intact.
  • Allow a Supervisor to access a specific inventory report that wouldn’t normally be visible at that role level.
  • Restrict a custom permission set to viewing customer contacts only, without exposing deal pipelines.
To access it, go to Company Settings → Menu Access Manager. Changes you make there override the default role permissions shown in the table above. This feature is available on Pro and Enterprise plans.