> ## Documentation Index
> Fetch the complete documentation index at: https://docs-cbf.growthtak.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Users, roles & permissions

> Add your team, control what they can do, and assign supervisors to batches.

<Note>
  Managing users and roles is **admin only**.
</Note>

GrowTak controls access with **roles**. Each user has one or more roles, and each role grants a set of permissions. Every company starts with two roles — **Admin** and **Supervisor** — and you can create more.

## Adding a user

Go to **Users** and select **New user**.

<Frame caption="Creating a user.">
  <img src="https://mintcdn.com/devharish/Guknf5aI_f54kcia/images/guide/02-setup/user-create.png?fit=max&auto=format&n=Guknf5aI_f54kcia&q=85&s=9ae83e2d12ef3a10a4d03d6afd5952d4" alt="Create user form" width="1440" height="900" data-path="images/guide/02-setup/user-create.png" />
</Frame>

| Field             | Notes                                                                                |
| ----------------- | ------------------------------------------------------------------------------------ |
| **Name**          | The person's full name.                                                              |
| **Email**         | Required and unique within the company.                                              |
| **Mobile**        | Exactly 10 digits.                                                                   |
| **Username**      | Login name — 3–20 characters, letters/numbers/underscores. Often the mobile number.  |
| **Password**      | Required when creating. Leave blank when editing to keep the existing password.      |
| **Roles**         | One or more roles (e.g. *Supervisor*).                                               |
| **Status**        | *Active* or *Inactive*. An inactive user cannot sign in.                             |
| **Company admin** | Toggle to grant full company access (bypasses all permission checks). Use sparingly. |
| **Remark**        | Optional notes.                                                                      |

<Warning>
  A **Company admin** can see and do everything in the company, including settings, payments, and closing batches. Give this only to owners/managers, not to field staff.
</Warning>

## The two default roles

<CardGroup cols={2}>
  <Card title="Admin" icon="user-tie">
    Full access to every screen and **every batch** in the company.
  </Card>

  <Card title="Supervisor" icon="person-walking">
    Field-focused access: day entries, medications, the six transaction types, and lifting — but only for **batches assigned to them**, and active batches only.
  </Card>
</CardGroup>

## Assigning supervisors to batches

The Supervisor role's "assigned batches only" rule is what scopes a supervisor's view. A supervisor is linked to a batch on the **batch** itself:

<Steps>
  <Step title="Open or create a batch">
    Go to **Batches** and create or edit a batch. See [Creating a batch](/farmers-batches/creating-batches).
  </Step>

  <Step title="Pick the Supervisors">
    In the **Supervisors** field, choose one or more users. They can be changed at any time.
  </Step>

  <Step title="Save">
    From now on, those supervisors see this batch (and can record entries for it); others with the Supervisor role do not.
  </Step>
</Steps>

<Tip>
  A batch can have **more than one** supervisor, and a supervisor can be assigned to many batches.
</Tip>

## Roles & permissions (Shield)

Open **Roles** (under *More*) to view or edit roles and their permissions.

<Frame caption="The Roles screen.">
  <img src="https://mintcdn.com/devharish/Guknf5aI_f54kcia/images/guide/02-setup/roles-list.png?fit=max&auto=format&n=Guknf5aI_f54kcia&q=85&s=aaed8c65b35548f14dc92e69bf0e813c" alt="Roles list" width="1440" height="900" data-path="images/guide/02-setup/roles-list.png" />
</Frame>

Permissions are fine-grained — each resource (batches, day entries, transactions, reports, etc.) has separate **view / create / edit / delete** permissions, plus a few special ones:

| Permission                     | Effect                                                                             |
| ------------------------------ | ---------------------------------------------------------------------------------- |
| **Manage assigned only batch** | Limits the user to batches they're assigned to (the heart of the Supervisor role). |
| **See closed batch**           | Allows viewing closed batches (otherwise only active ones appear).                 |
| **Journal & GC on batch**      | Allows seeing the **Journal** and **GC Calculation** tabs on a batch.              |

To create a custom role, select **New role**, name it, tick the permissions it should have, and save. Assign it to users from the Users screen.

<Note>
  Role changes are recorded in the **Activity Log** (under *More*), so you can see who changed whose access and when.
</Note>
