Settings

Users

Add new staff members to the system and define their permissions based on their role.

Updated 13 Aug 2026

Description

The Users page lets business owners add accounts for their staff (cashier, accountant, branch manager) with precise permissions for each user, so every employee only sees and controls what relates to their job.

Page Components

  • "Add New User" button.
  • A users table: name, role, branch, status (active/suspended).
  • A permissions assignment page for each user or role.

Adding a New User

  1. Click "Add New User".
  2. Enter the username, phone number or email, and an initial password.
  3. Select the branch the user will work in.
  4. Choose a role (cashier, accountant, manager, rep) or create a custom role.
  5. Click "Save" to send the login credentials to the employee.

Permissions and Roles

  • Set the permissions allowed for each role (view only, add, edit, delete) for each part of the system.
  • A specific user's permissions can be adjusted independently of their base role if needed.

Editing or Suspending a User

  • Click the "Edit" icon to update the user's data or permissions.
  • To temporarily stop an employee from working, switch their status to "Suspended" instead of deleting their account, preserving their activity log.