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’