Managing Users
Learn how to add, edit, and manage team members.
Viewing Team Members
How to see all users in your business.
Navigate to Admin → Users to see all team members.
Team Members
| User | Role | Branch | Status |
|---|---|---|---|
JD John Doe john@example.com | Owner | All Branches | Active |
AS Alice Smith alice@example.com | Manager | Headquarters | Active |
BJ Bob Johnson bob@example.com | Cashier | Downtown | Active |
Adding a New User
Step-by-step guide to invite a team member.
Navigate to Users
Go to Admin → Users and click Add User.
Enter User Details
Fill in the user's name and email address. They'll receive an invitation to set up their account.
Assign Role
Select the role for this user. The role determines what they can access.
Branch operations
Receipt creation
Assign Branch
Select which branch(es) this user can access. Managers can access multiple branches.
Send Invitation
Review the information and click Send Invitation. The user will receive an email with a link to set their password.
User Completes Setup
The user clicks the link in their email, sets their password, and their account is activated.
Invitation Expiry
Editing User Information
What can and cannot be changed.
Can Be Changed
- • Name
- • Role
- • Branch assignments
- • Active status
Cannot Be Changed
- • Email address
To change email, the user must create a new account.
Resending Invitations
If a user didn't receive their invitation or it expired, find them in the list and click Resend Invitation.
Deactivating Users
Suspending or removing access.
When to Deactivate
- • Employee leaves the company
- • Temporary suspension needed
- • Security concerns
What Happens When Deactivated
- • User cannot log in
- • All data created by user is preserved
- • Audit trail remains intact
- • Can be reactivated later
Removing Users