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’

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