Users
Users are the people entitled with roles to manipulate or manage system’s data. When you create a company, you invite users and assign them roles to assist in data management. To view users of your company:
- Click the menu ‘Settings’
- Select ‘Users’
- Click on the button ‘Invite User’
- Enter the name
- Enter the email or phone number of the user
- Select Role (the role of the user)
- Select a branch (the company branch that the user will be invited to)
- Assign a department to operate
- Click on the button ‘Invite’
Roles
For users to be able to manage data in your company, you need to create and assign roles. To view the roles page:
- Click the menu ‘Settings’
- Select ‘Roles’
- Enter the name of the role
- Select permissions that apply to the role from each app
- Click the button ‘Save’