Add a New User and Configure Permissions, Locations, and Accounts

To add a new user, follow these steps:

From the dropdown menu, select:
- Settings
- Users
If a position has not been added, click on Manage Positions from the top options and then select New Position:
- Enter the position name.
- Set the required permissions. (where you can define permissions for each position and hide certain sections and reports from specific positions or users to prevent access. Permissions are set based on the daily tasks required from the user.
  You determine the appropriate permissions, with the ability to modify them later, either by deletion or addition as needed)
- Click Approve.
Return to Settings – Users, then click Add New User:
- Enter the user’s first and last name.
- Mobile number.
- Email address.
- Select the position that was previously added.
- Select the locations specific to the user that they can view and work on.
- Select the accounts the user is allowed to pay through, such as bank account and cash (if a specific account is not selected, it will not appear when creating vouchers)
- Set the maximum discount percentage that can be applied to invoices.

An email will be sent to the new user to access the system.

For more details, you can refer to:

The following tutorial video:

Note:

To view a specific user’s permissions, you can go to Settings, then Users, then Manage Positions from the top options, and click View next to the user’s position to see all their enabled permissions.
You can add the same mobile number for multiple users.
You can add a limited number of users based on your plan, and any additional user incurs fees. You can see how many users are available to you and add users from Settings > Subscription Settings > Current Add-ons.

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