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Role Guides

System Administrator: quick reference cheat sheet

Quick links and admin task checklist.

11 Tem 2026

Quick navigation

TaskLink
Users & AccountsOpen in Usystems
Roles & PermissionsOpen in Usystems
System SettingsOpen in Usystems
Audit TrailOpen in Usystems
Backup & DataOpen in Usystems
Security SettingsOpen in Usystems

User creation checklist

  • Full name entered
  • Work email address confirmed
  • Role assigned (Accountant, HR Officer, etc.)
  • Start date set
  • Invitation sent
  • User confirmed login and changed password
  • User can access their role's menus
  • User's manager notified of access

Common roles and permissions

RoleCan CreateCan ApproveCan ViewCan Edit Settings
AccountantInvoices, Bills, PaymentsInvoices, Bills (if delegated)All financial docs, LedgerNo
Sales ManagerInvoices, Sales OrdersInvoices (if delegated)Sales docs, ReportsNo
HR OfficerEmployees, Leave requests, PayrollLeave requests, PayrollHR docs, ReportsNo
Warehouse StaffGoods received notesN/AInventory, Stock levelsNo
AdminEverythingEverythingEverythingYes

User status management

ActionWhenHow
Create userNew hireNavigate to Users, click Add User, fill details, send invite
Modify permissionsRole changeNavigate to Roles, select user, check/uncheck permissions, save
Reset passwordUser locked outNavigate to Users, find user, click Reset Password; user gets email
Deactivate userEmployee departingNavigate to Users, click Deactivate; data preserved for audit
Reactivate userUser returns (rare)Navigate to Users, click Activate

System admin tasks (daily/weekly/monthly)

FrequencyTaskWhy
DailyCheck system statusCatch outages early
DailyReview error logsSpot integration failures
WeeklyAudit user accessDetect unauthorized activity
WeeklyCheck backup statusEnsure recovery readiness
MonthlyReview and export backupsCompliance & disaster recovery
MonthlyTest password resetVerify security workflows
QuarterlyTest backup restorationFull recovery confidence
AnnuallySecurity auditRefresh policies & access review

Common abbreviations

Abbr.Meaning
2FATwo-Factor Authentication
APIApplication Programming Interface
صلاحیت‌هاPermissions
2FAتأیید دو‌عاملی
IPInternet Protocol address

Security best practices

  • Always deactivate, never delete users (preserve audit trail).
  • Limit admin access to minimum necessary people.
  • Change passwords every 90 days (or per policy).
  • Require strong passwords (min 8 chars, mixed case, numbers, symbols).
  • Enable 2FA for admin accounts (if available).
  • Review login activity monthly for anomalies.
  • Back up data daily or per your backup schedule.
  • Test backup restoration quarterly.

Troubleshooting quick ref

ProblemCheckFix
User can't log inIs user active?Deactivate/reactivate or reset password
User sees wrong menusDoes role match their job?Update user's role
Missing data after user leftDid you deactivate?Never delete — deactivate always
System running slowDatabase size? Backups running?Check system status; move old data to archive
Backup failedDisk space? Credentials valid?Check backup logs; increase storage or fix auth

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