Users & Roles
User management and permissions
Users & Roles Management
Manage user accounts, assign roles, and control permissions. Define what each user can access and do in the system.
Administrator Access
Full access to manage users and roles
Creating a User
Navigate to Users
Go to Admin > Users in the sidebar
Click "Add User"
Open the user creation form
Enter User Details
Name, mobile number, and email address
Assign Role & Branch
Select the user's role and branch assignment
Save & Send Welcome Email
The user receives a magic link to set their PIN
Default Roles
Administrator
Full system access, can manage all settings and users
Finance
Approve requests, record payments, view inventory
Department Manager
Manage branch operations, approve branch requests
Staff
Create purchase requests, view own data only
Permissions
Each role has specific permissions that control access to features:
| Feature | Admin | Finance | Manager | Staff |
|---|---|---|---|---|
| Purchase Requests | ||||
| Approvals | ||||
| Payments | ||||
| Inventory | ||||
| Settings |
User Onboarding
When a new user is created:
- A welcome email is sent with a secure magic link
- The user clicks the link to set their 6-digit PIN
- Once the PIN is set, they can log in with their mobile number
Resending Welcome Email
You can resend the welcome email from the user's detail page if they didn't receive it or the link expired (links expire after 24 hours).
User Status
Control user access with status toggles:
- Active: User can log in and use the system
- Inactive: User cannot log in until reactivated
Account Reactivation Email
When you reactivate a user's account, they automatically receive an email notification with their current PIN, so they know they can log in again.