In Irsaal Water 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 167 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 water app? Rider permissions.
How do roles work?
- A new 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. If they open its address they are told they have no access.
- 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 Settings, prices and modules in Irsaal water delivery software.
- Only an Admin can place an order "on behalf of" another role (Order Placed By (Role) on New Order); everyone else's orders carry their own role.
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 | 19 Ltr Bottles | Yes | — | Yes | — | Buy Bottles, Send / Receive from Plant, Other Brand Bottles, Discard Damaged, Manual Adjustment, Check Swapped Bottles 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), Personal Bottles In / Out, Swap Their Bottles For Ours, Pin Location & Photo, Set Custom Refill / Security Rate, Give Bottles Without a Deposit, Terminate Customer, Refund Advance |
| Operations | Website Requests | Yes | — | Yes | — | Convert to Customer |
| 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 |
| Store Front | Store Front Builder | Yes | — | Yes | — | Publish / Unpublish, Manage Pages & Blog, Manage Delivery Zones, Domain & SSL |
| Store Front | Online Orders | Yes | — | — | Yes | Confirm / Dispatch / Deliver, Verify Payment, Cancel / Mark Returned |
| Store Front | Online Customers | Yes | — | — | Yes | Suspend / Activate |
| 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) is what shows the Existing Customer tab and Import Existing button on Customers. Without it a person can only add brand-new customers, with no old balance, deposit or bottles. See Adding and managing customers in Irsaal water delivery software.
- Set Custom Refill / Security Rate decides who sees and can change a customer's own price. Without it, the This customer's price box is not on the customer form, and Keep this refill rate as this customer's own price is not offered on an order.
- 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.
- Import Data only opens the screen. What can be imported still depends on the Add tick of the section it writes into.
- Alerts is the menu item for the message log; Send Test Alert sends a test message.
- Website Requests is the Requests menu item, and Store Front Builder is the Store Front menu item.
Which roles do businesses usually make?
These are examples, not fixed roles. Tick View for every section listed, then the actions.
- Delivery clerk. Customers (View), Orders (View, Add, Record Delivery / Refill, Book Future / Order-only Deliveries), Deliveries (View), Areas & Routes (View).
- Cashier. Customers (View, Receive Payment), Invoices (View, Print / Share), Security Wallets (View, Take Deposit, Refund Deposit), Accounts (View).
- Accountant. Accounts (all), Expenses (all), Rider Ledger (View, Approve / Reject Settlement, Re-open Settlement, Edit Collected Payment), Reports (View, Export to PDF / Excel / CSV).
- Storekeeper. Inventory / Stock (View), 19 Ltr Bottles (View, Buy Bottles, Send / Receive from Plant), Purchases, Suppliers, Products.
- Supervisor. Everything under Operations and Finance except Settings, Users and Roles & Permissions.
Frequently asked questions
What permissions can I give staff in Irsaal water software?
167 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). An administrator ticks View under System → Users & Roles.
Can a staff member export reports?
Only with Reports → Export to PDF / Excel / CSV. Without it they can read reports on screen but the export buttons are not shown.
Who can delete a customer?
A role with Customers → Delete. Deleting removes the customer's orders, deliveries, invoices and payments; Terminate Customer keeps the history and needs its own tick.
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 167. 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.