Guides

How to Manage Users

To manage users, first you need to invite new users. To invite new user, you need to first create new roles and permission

How to set Roles and Permission  

To set roles and permission,

  • first go to your dashboard,
  • Scroll down to business management and click on roles and permission, you will see all the roles and permission that has been created.
  • Click on add new , a dialog box will open, you can then fill the role name and description, then click save
  • Now you can click on Access Control to set the specific permission to allow for that role.
  • After clicking on access control, you will be able to tick all the options you want that role to access, then click save permission, NOW YOU HAVE SET A ROLE TO ASSIGN TO A USER

How to Invite a New System User

  • Now go back to business management on your dashboard and click on manage business
  • Click on the Action button corresponding to the business you want to manage and click manage users
  • The next page will show a list of all your users if only you have any and the business they are assign too. Now you can click on Invite user
  • On the box that opens, type in the user email address, the select the business you want to assign the user too, select the role the user will control in you system, type the message the user will received and click send invitation.
  • The new user can now check his/her email, on the email new user should click the invitation link
  • After click the invitation link, user will be redirected to set their password. Now the new user can start using the system.

How to Manager old System User

  • Now go back to business management on your dashboard and click on manage business
  • Click on the Action button corresponding to the business you want to manage and click manage users
  • The next page will show a list of all your users and the business they are assign too. Now you can change the user role by click the change role button, you can assign bank or cash account to users by clicking the manage accounts button and you can also delete user by click the delete button and confirm the delete.