This article explains how to add new users in Qoyod and set their permissions through roles, and how to transfer the primary user (Super Admin) status to another user.
Path in Qoyod
Settings › Users
Step One: Create a New Role
A new user cannot be added without first defining a role and permissions. The same role can be assigned to a group of users (for example, a “Salesperson” role for five salespeople at different branches).
- From the “Settings” dropdown menu, select “Users”.
- Click “Manage Roles” at the top right of the page.
- Click “New Role”.
- Enter the role name and select the permissions.
- Click “Save”.
Step Two: Add a New User
- Return to the Users page from the “Settings” dropdown menu.
- Click “Add User” at the top right of the page.
- Fill in the user’s details (see the next section).
- Click “Save”.
- An email is sent to the user to activate their access to Qoyod.
User Data Fields
- Mobile number.
- Email.
- Role.
- Locations the user can work in.
- Accounts allowed for payment and receipt.
- Maximum discount percentage.
- Point-of-sale user: whether the user works on the point-of-sale app.
Transfer the Primary User (Super Admin)
The primary user can transfer the “Primary User” status to another user after adding them to the organization:
- From the Users page, click the “View” icon next to the desired user.
- Click “Transfer to Primary User”.
