Roles

Define roles with specific module and feature permissions.

Role List

View all roles with:

• Role name
• Number of users assigned
• Permission summary

Creating a Role

1. Go to Settings > Access Control > Roles
2. Click + New Role
3. Enter the role name
4. Set permissions for each module:
   • Read — View data
   • Create — Add new records
   • Update — Modify existing records
   • Delete — Remove records
5. Click Create

Mobile Dashboard Widgets

Each role can have a customized mobile app home screen. You can control which widgets are visible and their display order for each role.

Configuring Widgets

1. Go to Settings > Access Control > Roles
2. Click the edit icon on a role
3. Scroll to the Mobile Dashboard Layout section
4. Toggle the eye icon to show or hide widgets for this role
5. Click Save

Widgets are grouped by category:

Category	Widgets
General	Announcements, Upcoming Holidays, Quick Actions
Attendance	Check-in/Out, Team Attendance
Engineering	Tasks Due Today, Overdue Tasks, Active Projects
HR	Pending Leave Requests, Workforce Overview, My Leave Balance
Sales	Open Leads, Quotation Pipeline
Finance	Pending Expenses

How It Works

• Widgets are configured per role, not per user. If a user has multiple roles, they see the combined set of widgets from all their roles.
• Some widgets require specific modules to be enabled for the tenant. For example, the "Open Leads" widget only appears if the Leads module is active.
• If no widget configuration exists for a role, the mobile app shows a default layout with all applicable widgets.
• Changes take effect the next time the user opens the mobile app or refreshes the home screen.

Default Roles

CrewStat comes with pre-configured roles:

• Admin — Full access to all modules
• Additional roles can be created based on your organizational needs