Add Your Team and Set Permissions in Qoyod

A guide to adding your team to Qoyod and setting precise permissions for every user: roles, locations, payment accounts, and discount limits.

Path in Qoyod

Settings › Users

Step 1: Create the role first

Before adding a new user, create a role that defines their permissions:

1. From “Settings > Users”, click “Manage Roles”.
2. Click “New Role”.
3. Enter the role name (such as: Accountant, Salesperson, Manager).
4. Set the permissions for each page (read, create, delete, approve).
5. Save.

The same role can be used for multiple users (for example, a “Salesperson” role for five salespeople in different branches).

Step 2: Add the user

1. From the users page, click “Add User”.
2. Enter: mobile number, email, role.
3. Set the locations the user is allowed to operate in.
4. Set the payment accounts allowed (for receipts and payments).
5. Set the maximum discount percentage the user can offer.
6. Enable “Point-of-Sale App User” if the user will work on the POS.
7. Save.

The user receives an email to activate their login and set a password.

Super Admin

• By default, this is the user who created the company.
• Has full permissions over everything.
• Can transfer the role to another user via “View > Transfer to Super Admin”.

Security

• Enable two-step verification (two-factor authentication) for every user via “Edit Profile”.
• Periodically review the “User Activity” report to monitor team activity.
• Revoke permissions for users who no longer work at the company immediately.

Notes

• The role determines which pages the user can see. Pages they don’t have permission to view are hidden from their interface automatically.