The user and roles feature helps to facilitate user management for any Business owner. It helps the business owner to monitor the activity of their employees and gives restrictions to some features of the software. To achieve this you have to add a role first and the user will be last.The video below will walk you through the steps:
How to add Role
- On your account, click on the profile Icon on the upper right-hand side of your screen
- Click on Users & Roles
- Click on roles
- Click on the add button
- Input your Role name and check all permissions
- Click on the save button
How to add Users
- On your account, click on the profile Icon on the RHS of your screen
- Click on Users & Roles
- Click on User
- Click on the add button
- Under personal information, Ensure you input the first name and Email
- Under Roles and permission, Ensure you input the username (must be more than 5 letters), password (must be more than 5 letters), select the user’s role and the user’s location
- Click on the save button
How to edit user
- On your account, click on the profile Icon on the RHS of your screen
- Click on Users & Roles
- Look for the user account you want to edit and click on the edit icon
Edit the account and save