Step by step
- Open Users > Add User. User Limit and Employee Limit at the top show how many are used and how many your plan allows.
- Under User Information enter the First Name, Email and Phone; Prefix and Last Name are optional. Choose the Business the user works in.
- If HRM is in your plan choose the Type: User can log in, Employee is for HRM only without login, Both is a user and an employee. With Sr in Sr/Dsr the user is set as the sales representative on the sales and orders the user makes.
- Under Role Permission keep Allow Login on Yes, enter the Username, choose the Role and type the Password and Confirm Password.
- Under Sales enter the Commission (Percent or Fixed) for the Period, a Sales Target (On Delivery or On Order) and the Customer Area Access if needed.
- Fill Bank Details, More Information, Human Resource Details and the Profile Photo if you want.
- Press Save (F8). The form is cleared for the next user.
Good to know
- First Name, Email and Phone are required. The email, phone and username cannot be used by another user, and the username takes no spaces.
- The Business is required unless the role has Has Access To All Business/Place.
- With Allow Login No the person cannot log in and needs no username, password or role.
- When the User Limit or Employee Limit of your plan is reached, the user is not saved.
- The superadmin role cannot be given to a user.
- With Customer Area Access the user sees only the customers of the chosen areas.
- The page needs the Add User permission.