{"id":624,"date":"2025-12-09T10:19:50","date_gmt":"2025-12-09T10:19:50","guid":{"rendered":"https:\/\/vyaparapp.in\/blog\/?p=624"},"modified":"2026-01-07T11:12:17","modified_gmt":"2026-01-07T11:12:17","slug":"user-roles-permissions-vyapar","status":"publish","type":"post","link":"https:\/\/vyaparapp.in\/blog\/user-roles-permissions-vyapar\/","title":{"rendered":"How to assign user role permissions in Vyapar?"},"content":{"rendered":"\n<p><\/p>\n\n\n\n<div class=\"wp-block-group vy-toc-wrap\"><div class=\"wp-block-group__inner-container is-layout-constrained wp-block-group-is-layout-constrained\">\n<div class=\"wp-block-rank-math-toc-block\" id=\"rank-math-toc\"><nav><ol><li class=\"\"><a href=\"#introduction\">Introduction<\/a><\/li><li class=\"\"><a href=\"#vyapar-application-is-providing-the-advanced-feature-user-role-permission\">Vyapar application is providing the advanced feature \u201cUser role permission\u201d\u00a0<\/a><\/li><li class=\"\"><a href=\"#conclusion\">Conclusion<\/a><\/li><\/ol><\/nav><\/div>\n<\/div><\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"introduction\">Introduction<\/h2>\n\n\n\n<p>Normally, if a business is to be rooted well, then it needs the effort of a team. That may be an owner, admin, salesperson or manager. Each of them has their own roles to build a business well.&nbsp;<\/p>\n\n\n\n<p>As an owner, there will always be a fear that maybe your employees might check the data and get all business information.&nbsp;<\/p>\n\n\n\n<p>If business owners are in this dilemma, then it will be very difficult to make strategies. At the same time, it is also important to have faith in the employees rather than fear and have a good relationship with them.&nbsp;<\/p>\n\n\n\n<p>What if a simple application like Vyapar will make this easier for you and you can provide limited access to the employees and make your relationship better with employees without sharing your business data?<\/p>\n\n\n\n<p>Yes!!!<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"vyapar-application-is-providing-the-advanced-feature-user-role-permission\">Vyapar application is providing the advanced feature \u201cUser role permission\u201d&nbsp;<\/h2>\n\n\n\n<p>Without wasting much time, let\u2019s start with how to set \u201cUser role permission\u201d in the Vyapar app!!!<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"User Role Permission I Desktop\" width=\"720\" height=\"405\" src=\"https:\/\/www.youtube.com\/embed\/GiN2b1c5CBA?feature=oembed&#038;enablejsapi=1&#038;origin=https:\/\/vyaparapp.in\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<p><br><strong>Click here to&nbsp;<a href=\"https:\/\/mobile.vyaparapp.in\/blog-vyaparapp-homepage\">download<\/a>&nbsp;Vyapar app!!!<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/vyaparwebsiteimages.vypcdn.in\/marketing-images\/images\/blog-old\/ad2-compressed.jpg\" alt=\"\"\/><\/figure>\n\n\n\n<p><strong>Open Vyapar software on your desktop device&nbsp;<\/strong><\/p>\n\n\n\n<p><strong>1.&nbsp;<\/strong>In the left menu click on the \u201cSettings\u201d option&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/vyaparapp.in\/blog\/wp-content\/uploads\/2021\/10\/Image-01_compressed.jpg\" alt=\"\"\/><\/figure>\n\n\n\n<p><strong>2.&nbsp;<\/strong>In settings click on the \u201cUser management\u201d section<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/vyaparapp.in\/blog\/wp-content\/uploads\/2021\/10\/Image-02_compressed-990x495.jpg\" alt=\"User Role Permission  | Vyapar\"\/><\/figure>\n\n\n\n<p>Here you can see what are the benefits of user role permissions.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>You can create multiple accounts for the users<\/li>\n\n\n\n<li>You can set\/assign a separate password for each user<\/li>\n\n\n\n<li>You can also track the activity of each user<\/li>\n<\/ul>\n\n\n\n<p><strong>3.&nbsp;<\/strong>Now at the top, Enable \u201cUsers Roles &amp; Permission\u201d option&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/vyaparapp.in\/blog\/wp-content\/uploads\/2021\/10\/Image-03_compressed-990x495.jpg\" alt=\"User Role Permission - Vyapar\"\/><\/figure>\n\n\n\n<p><strong>4.&nbsp;<\/strong>Here you will get the pop-up. Here you have to assign the first role of admin with the 4 digit password &gt;&gt; Click on the \u201cSAVE\u201d button<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/vyaparapp.in\/blog\/wp-content\/uploads\/2021\/10\/Image-04_compressed-990x495.jpg\" alt=\"\"\/><\/figure>\n\n\n\n<p>Your Admin role has been added successfully and you can see the details of primary admin in the list<\/p>\n\n\n\n<p>Here you get the \u201cAdd new user\u201d button. Use the button to assign other roles such as secondary admin or salesperson and give limited data access to them.<\/p>\n\n\n\n<p><strong>5.&nbsp;<\/strong>Click on \u201cAdd New User\u201d<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/vyaparapp.in\/blog\/wp-content\/uploads\/2021\/10\/Image-05_compressed-990x495.jpg\" alt=\"\"\/><\/figure>\n\n\n\n<p><strong>6.&nbsp;<\/strong>Select the user role from the drop-down menu&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/vyaparapp.in\/blog\/wp-content\/uploads\/2021\/10\/Image-06_compressed-990x495.jpg\" alt=\"\"\/><\/figure>\n\n\n\n<p><strong>7.&nbsp;<\/strong>Click on \u201cView Permission\u201d and check the access points of the user &gt;&gt; Enter the user name and 4-Digit Passcode<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/vyaparapp.in\/blog\/wp-content\/uploads\/2021\/10\/Image-07_compressed-990x495.jpg\" alt=\"\"\/><\/figure>\n\n\n\n<p><strong>8.&nbsp;<\/strong>Now If this user is going to use Vyapar on the same device then there is no need to \u201cEnable multi-device sync for the user\u201d<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/vyaparapp.in\/blog\/wp-content\/uploads\/2021\/10\/Image-08_compressed-990x495.jpg\" alt=\"\"\/><\/figure>\n\n\n\n<p><strong>9.&nbsp;<\/strong>But If you are giving permission to the user whoever have a separate device, in which he will operate the Vyapar app. Then switch on the \u201cEnable multi device sync for the user\u201d option<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/vyaparapp.in\/blog\/wp-content\/uploads\/2021\/10\/Image-09_compressed-990x495.jpg\" alt=\"\"\/><\/figure>\n\n\n\n<p><strong>10.&nbsp;<\/strong>If it is asking for the login please login with your details to complete the synchronization<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/vyaparapp.in\/blog\/wp-content\/uploads\/2021\/10\/Image-10_compressed-990x495.jpg\" alt=\"\"\/><\/figure>\n\n\n\n<p><strong>11.&nbsp;<\/strong>After that scroll down the window and you will get the box to enter the contact no or email ID of that particular user to whom you want to invite and give access on his device &gt;&gt; Click on the \u201cSave\u201d button<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/vyaparapp.in\/blog\/wp-content\/uploads\/2021\/10\/Image-11_compressed-990x495.jpg\" alt=\"\"\/><\/figure>\n\n\n\n<p>Once the process is done the user will get an invitation for access to this company and they can join the company easily<\/p>\n\n\n\n<p>To know&nbsp;<a href=\"https:\/\/vyaparapp.in\/blog\/how-to-sync-multiple-devices-on-vyapar\/\">how to join company Click Here&nbsp;<\/a><\/p>\n\n\n\n<p>In the same manner, you can create multiple users<\/p>\n\n\n\n<p><strong>12.&nbsp;<\/strong>Now you can see the details of all the users here like their User name, Role, Sync user or not.&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/vyaparapp.in\/blog\/wp-content\/uploads\/2021\/10\/Image-12_compressed-990x495.jpg\" alt=\"\"\/><\/figure>\n\n\n\n<p><strong>13.&nbsp;<\/strong>On the right side, you can check the activities of all the users like when the user logged in, which transaction they created, etc..&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/vyaparapp.in\/blog\/wp-content\/uploads\/2021\/10\/Image-13_compressed-990x495.jpg\" alt=\"\"\/><\/figure>\n\n\n\n<p><strong>14.&nbsp;<\/strong>If you want to remove any user, then near to the user role you will get the delete icon &gt;&gt; Click on that icon and you can revoke the access of that user.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/vyaparapp.in\/blog\/wp-content\/uploads\/2021\/10\/Image-14_compressed-990x495.jpg\" alt=\"\"\/><\/figure>\n\n\n\n<p><strong>15.&nbsp;<\/strong>Every time when you open vyapar or reload the software it will ask for the login. Enter the details and start using Vyapar!!!<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/vyaparapp.in\/blog\/wp-content\/uploads\/2021\/10\/Image-15_compressed-990x529.jpg\" alt=\"\"\/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"conclusion\"><strong>Conclusion<\/strong><\/h2>\n\n\n\n<p>User role permission gave 83% of vyaparis(merchants) the freedom to access their business data. By allowing the user role they can limit access and they are happy that there is no fear of data loss and fraud by any of their employees.<\/p>\n\n\n\n<p>Apart from this they are also tracking daily business activity of users whenever they want on the activity dashboard. Such as-&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>User logged in<\/li>\n\n\n\n<li>Transaction generated<\/li>\n\n\n\n<li>Check a particular report on a user basis like a sales report.<\/li>\n<\/ul>\n\n\n\n<p>Also users are restricted to-<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Delete\/edit transactions<\/li>\n\n\n\n<li>Take data back-up<\/li>\n\n\n\n<li>See purchase price<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>Introduction Normally, if a business is to be rooted well, then it needs the effort of a team. That may be an owner, admin, salesperson or manager. Each of them has their own roles to build a business well.&nbsp; As an owner, there will always be a fear that maybe your employees might check the&#8230;<\/p>\n","protected":false},"author":9,"featured_media":1077,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_kad_post_transparent":"","_kad_post_title":"","_kad_post_layout":"","_kad_post_sidebar_id":"","_kad_post_content_style":"","_kad_post_vertical_padding":"","_kad_post_feature":"","_kad_post_feature_position":"","_kad_post_header":false,"_kad_post_footer":false,"footnotes":""},"categories":[8],"tags":[],"class_list":{"0":"post-624","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-vyapar-guides"},"_links":{"self":[{"href":"https:\/\/vyaparapp.in\/blog\/wp-json\/wp\/v2\/posts\/624","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/vyaparapp.in\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/vyaparapp.in\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/vyaparapp.in\/blog\/wp-json\/wp\/v2\/users\/9"}],"replies":[{"embeddable":true,"href":"https:\/\/vyaparapp.in\/blog\/wp-json\/wp\/v2\/comments?post=624"}],"version-history":[{"count":32,"href":"https:\/\/vyaparapp.in\/blog\/wp-json\/wp\/v2\/posts\/624\/revisions"}],"predecessor-version":[{"id":1255,"href":"https:\/\/vyaparapp.in\/blog\/wp-json\/wp\/v2\/posts\/624\/revisions\/1255"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/vyaparapp.in\/blog\/wp-json\/wp\/v2\/media\/1077"}],"wp:attachment":[{"href":"https:\/\/vyaparapp.in\/blog\/wp-json\/wp\/v2\/media?parent=624"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/vyaparapp.in\/blog\/wp-json\/wp\/v2\/categories?post=624"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/vyaparapp.in\/blog\/wp-json\/wp\/v2\/tags?post=624"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}