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LPG Cylinder Delivery guides Setting up

Staff permissions in Irsaal LPG software: every View, Add, Edit and Delete

Every section and extra button you can allow or deny a staff role in the Irsaal LPG panel, and what each one does, with a note on the storefront.

Irsaal LPG Cylinder Delivery Software Updated 6 min read Plain text (.md)

In Irsaal LPG Cylinder Delivery Software, what an office staff member can open and press is decided by their role, under System → Users & Roles. A role is a flat list of abilities of the form section + action, such as Customers → Add or Rider Ledger → Approve / Reject Settlement. There are 158 abilities. This guide lists every section, its View, Add, Edit and Delete boxes and its extra action buttons, so you can decide what each person should get. How to create a role and a user is in Staff users, roles and permissions in Irsaal.

Riders are not staff users. They sign in on the app, and their jobs are controlled separately; see Can a rider add a customer in the Irsaal LPG app? Rider permissions.

How do roles work?

  • A new LPG business has two roles: Admin (every ability) and Rider (the app, made for you). Everything else is a role you create.
  • The permission table has a row per section and the columns View, Add, Edit, Delete and Extra actions / buttons. A dash means that action does not exist for that section.
  • View opens the section: its menu link and its page. The other ticks control the buttons inside it. Ticking any action ticks View as well.
  • A person with no View on a section does not see its menu item.
  • Your role is not the only gate. A section shows a padlock when your plan does not include it, and it is hidden completely when its module is off under Settings → Modules, even for an Admin. See LPG refill prices, cylinder rate cards and modules in Irsaal.
  • The LPG panel has no Website Requests section (that is water only). Requests for new connections arrive on the storefront; see LPG storefront, online orders and WhatsApp alerts in Irsaal.

What can each ability do?

Group Section View Add Edit Delete Extra actions
Overview Dashboard Yes — — — See Sales & Cash figures, Generate Today's Orders
Inventory Inventory / Stock Yes — — — —
Inventory LPG Cylinders Yes — Yes — Buy Cylinders, Send / Receive from Plant, Other Brand Cylinders, Discard Damaged, Manual Adjustment, Check Swapped Cylinders Into Stock
Inventory Products Yes Yes Yes Yes Stock Count / Adjust
Inventory Sales Yes Yes Yes Yes Receive Payment
Inventory Purchases Yes Yes Yes Yes —
Inventory Suppliers Yes Yes Yes Yes Add Payment
Inventory Purchase Returns Yes Yes Yes Yes —
Inventory Sale Returns Yes Yes Yes Yes —
Inventory Bill of Materials Yes Yes Yes Yes —
Inventory Raw Materials Yes Yes Yes Yes Stock Count / Adjust
Inventory Production Batches Yes Yes — Yes Record Wastage & Breakage
Inventory Stock Transfers Yes Yes — — —
Operations Customers Yes Yes Yes Yes Receive Payment, Assign Rider, Add Existing Customer (opening balances), Customer Cylinders In / Out, Swap Their Cylinders For Ours, Pin Location & Photo, Set Custom Refill / Security Rate, Give Cylinders Without a Deposit, Terminate Customer, Refund Advance
Operations Areas & Routes Yes Yes Yes Yes —
Operations Orders Yes Yes Yes Yes Bulk Generate Orders, Record Delivery / Refill, Skip Order, Manage Subscriptions, Book Future / Order-only Deliveries, Record Subscription Payment
Operations Deliveries Yes — — — —
Operations Loyalty Program Yes — — — Redeem Points Against a Balance, Grant / Remove Points by Hand
Operations Live Tracking Yes — — — Share Delivery Proof with a Customer, Change Delivery Location Rules
Storefront Storefront Orders Yes — Yes Yes —
Storefront Storefront Customers Yes — Yes Yes —
Storefront Storefront Settings Yes — Yes — —
Finance Invoices Yes — — Yes Print / Share
Finance Refill / Security Rates Yes Yes Yes Yes Set Default Rate
Finance Security Wallets Yes — — — Take Deposit, Refund Deposit
Finance Expenses Yes Yes Yes Yes Manage Categories
Finance Rider Ledger Yes — — — Approve / Reject Settlement, Re-open Settlement, Edit Collected Payment, Delete Collected Payment, Live Rider Map
Finance Accounts Yes Yes Yes Yes Add Transaction
Insights Reports Yes — — — Export to PDF / Excel / CSV
People Employees Yes Yes Yes Yes Salary / Advance Entry, Mark Attendance
System Users Yes Yes Yes Yes —
System Roles & Permissions Yes Yes Yes Yes —
System Activity Log Yes — — — —
System Branches Yes Yes Yes Yes —
System Riders Yes Yes Yes Yes Replace a rider (hand the round to somebody new), Cover a rider on leave (give their round to another rider for some days)
System Alerts Yes — — — Send Test Alert
System Import Data Yes — — — —
System Mobile App Yes — Yes — Build the Android app, Upload the app template
System Settings Yes — Yes — —

Notes on the ones that trip people up:

  • Add Existing Customer (opening balances) shows the Existing Customer tab and the Import Existing button on Customers. Without it a person can only add brand-new customers, with no old balance, deposit or cylinders. See Customers, routes and riders in Irsaal LPG software.
  • Set Custom Refill / Security Rate decides who can give one customer their own price. Without it, the This customer's price box is not on the customer form.
  • Record Delivery / Refill on Orders is the Refill / Delivery menu item. Book Future / Order-only Deliveries is Book for a Later Day.
  • Security Free on an order needs Security Wallets → Take Deposit.
  • Storefront Settings is the Storefront Settings menu item, Storefront Orders is Online Orders and Storefront Customers is Online Customers. On LPG, Storefront Orders → Edit is what lets a person confirm an order, verify a bank payment, dispatch, deliver or cancel it; Storefront Customers → Edit suspends or activates an online customer; and Storefront Settings → Edit saves the store, its cities and areas, and converts or updates LPG Connection Requests.
  • Import Data only opens the screen. What can be imported still depends on the Add tick of the section it writes into.

Frequently asked questions

What permissions can I give staff in Irsaal LPG software?

158 abilities across about 40 sections: View, Add, Edit and Delete where they apply, plus extra buttons such as Receive Payment, Approve / Reject Settlement and Export to PDF / Excel / CSV. Tick them for a role under System → Users & Roles → Add Role.

Kisi staff ko sirf payment lene ki ijazat kaise dein?

"Users & Roles → Add Role" mein naya role banayen, "Customers" par sirf "View" aur "Receive Payment" tick karein, "Save Role" dabayen, phir "Add User" mein us role ke saath user banayen.

Can a staff member approve a rider's cash?

Only with Rider Ledger → Approve / Reject Settlement. Viewing the ledger alone does not allow it.

Why can a staff member not see a menu item?

Their role has no View on it, its module is off in Settings → Modules, or the plan does not include it (a padlock shows).

Can a staff member export reports?

Only with Reports → Export to PDF / Excel / CSV.

Khulasa (Roman Urdu)

Staff kya kar sakta hai, yeh "System → Users & Roles" ke role se tay hota hai. Har section ke View, Add, Edit, Delete aur extra buttons (jaise "Receive Payment", "Approve / Reject Settlement", "Export to PDF / Excel / CSV") alag alag tick hote hain, kul 158. View se section khulta hai; koi bhi action tick karein to View khud tick ho jata hai. Plan mein na ho to padlock aata hai, aur Modules mein band ho to section admin ko bhi nazar nahi aata. Rider staff nahi, unke kaam "Rider App Permissions" se control hote hain.