Role-Based User Guides

Tailored documentation designed for specific job roles, helping each team member maximize their effectiveness with BigLedger.

Select Your Role

Why Role-Based Guides?

Different roles have different needs. Our role-based guides provide:

Focused Content

• Relevant features for your specific responsibilities
• Common tasks you perform daily
• Best practices for your role
• Tips and tricks from experienced users

Efficient Learning

• Skip irrelevant features - learn only what you need
• Role-specific workflows - optimized for your tasks
• Quick reference - find answers fast
• Progressive learning - from basics to advanced

Better Performance

• Increase productivity with role-optimized processes
• Reduce errors with proper procedures
• Save time with shortcuts and automation
• Improve outcomes with best practices

How to Use These Guides

1. Start with Your Role

Select the guide that matches your primary job function. Each guide is structured to address your specific needs and challenges.

2. Follow the Learning Path

Each role guide includes:

• Quick Start - Essential features to begin
• Core Functions - Primary responsibilities
• Advanced Features - Power user capabilities
• Best Practices - Proven strategies

3. Cross-Training

While focused on your role, consider reviewing related guides:

• Branch Managers → Finance Manager, Warehouse Manager
• Finance Managers → Internal Audit, Procurement Manager
• Warehouse Managers → Procurement Manager, Branch Manager
• E-Commerce Specialists → Merchandising Manager, Cashier

Common Features Across Roles

Dashboard & Reporting

Every role has access to customized dashboards showing:

• Key performance indicators (KPIs)
• Real-time metrics
• Trend analysis
• Alert notifications

Collaboration Tools

• Task management
• Internal messaging
• Document sharing
• Approval workflows

Mobile Access

• Role-specific mobile apps
• Offline capabilities
• Push notifications
• Quick actions

Role Hierarchies and Permissions

Management Roles

• Branch Manager - Location oversight
• Finance Manager - Financial control
• Merchandising Manager - Product strategy
• Procurement Manager - Supply chain
• Warehouse Manager - Inventory operations

Operational Roles

• Cashier - Transaction processing
• E-Commerce Specialist - Online operations
• Internal Auditor - Compliance monitoring

Permission Levels

Each role has predefined permissions:

• View - Read-only access to information
• Create - Add new records
• Edit - Modify existing data
• Delete - Remove records
• Approve - Authorize transactions

Training Resources by Role

Self-Service Learning

• Video tutorials specific to each role
• Interactive simulations
• Practice environments
• Certification programs

Instructor-Led Training

• Role-specific workshops
• Team training sessions
• One-on-one coaching
• Advanced masterclasses

Ongoing Support

• Role-based user forums
• Expert office hours
• Peer mentoring programs
• Best practice sharing

Success Metrics

Track your proficiency with role-specific metrics:

Efficiency Indicators

• Task completion time
• Error rates
• Automation usage
• System utilization

Performance Metrics

• KPI achievement
• Process compliance
• Quality scores
• Productivity gains

Getting Started

1. Select your primary role from the cards above
2. Complete the quick start section
3. Practice core functions in a test environment
4. Apply best practices to your daily work
5. Explore advanced features as you gain confidence

Need Different Access?

If your responsibilities don’t match your current role permissions:

1. Contact your administrator to adjust permissions
2. Request additional training for expanded responsibilities
3. Review multiple role guides for hybrid positions
4. Consult with support for custom configurations

Feedback and Improvements

We continuously improve our role-based guides based on user feedback:

• Suggest improvements through the feedback form
• Share your workflows with the community
• Request new features specific to your role
• Contribute best practices from your experience

Select your role above to access specialized documentation designed for your specific responsibilities and workflows.