Roles

What you can see and change in Mocca depends on the roles on your user. Mocca uses four of Frappe’s roles.

Role	Who it is for	Mocca records (orders, attendance, events, attribution, ad and social numbers)	Mocca Settings	Duplicate list
System Manager	Administrators	Read, create, change, delete, report and export	Read and change	Read and change
Sales Manager	Marketing and sales leads	Read, create, change, report and export	No access	Read, approve or reject
Sales User	Staff who work with contacts	Read, create, change and report	No access	Read
Agent	Helpdesk agents	Read and report	No access	Read

Some records are written only by Mocca’s own syncs and are read-only for everyone except System Managers: the webhook events received from vendors, the payment events from Square and the historical import runs.

Contacts follow Frappe’s own rules: Sales Users and Sales Managers can read and edit contacts in the CRM. Who may change the consent flags on a contact is described in Marketing and consent.

To give someone a role, see Users and roles.