How to add an employee and set permissions

Every employee has their own user. The role sets default permissions, and you can then switch each one on or off — separately for every branch.

What you need

  • The user-management permission — owners and managers have it by default; for admins it must be switched on.
  • Your plan's user limit — it is checked when a new user is created.

Steps

  1. Open the branch users

    "Cabinet" → "···" on the branch card → "👥 Manage".

  2. Fill in the form

    "+ Add a new user": username (must contain a digit, e.g. giorgi123), password (at least 8 characters; 🎲 generates one), role. Name, email and ID number are optional.

  3. Add

    Click "+ Add user". The role can be changed later on the user's card.

  4. Fine-tune permissions

    "🔒 Permissions" — switch individual permissions on or off and pick a start page. "Default" restores the role's permissions, "📋 Apply to role" copies them to everyone with the same role.

  5. Hand over the login

    The employee logs in with the username and password. If they work in several branches, they choose one when logging in.

  6. Add to another branch

    "⚙" → "👥 Users" — tick the branch and choose a role.

Good to know

  • Permissions are per branch: one person can be a manager in one shop and a cashier in another.
  • No invitation email is sent — you set the password and give it to the employee.
  • Login is by username, not by email.
  • Permission changes reach an active session within about a minute. "🚫 Deactivate" stops the user from logging in.
  • "Accountant" and "Co-owner" are assigned after creation, by changing the role.
Module overviewReports and profitSales, profit, cash control and debts.

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