Create users and manage mobile access

Use Users to manage sign-in accounts. Reading needs user read access; creating, editing and changing status need user write access. Staff employment and payroll are managed separately under Staff.

Create or edit a user

1. Open Users and search/filter by Role or Status before creating a new account.
2. Choose New User, or use Edit on the correct existing user.
3. Enter Name, Email and Password. When editing, leave New password empty to retain the existing password.
4. Assign only the necessary Roles, Branches and Warehouses. Choose Default branch and Default warehouse from the selected locations.
5. Review active status and save. Confirm the saved user in the list.

Use Activate/Deactivate only after checking the identity and confirmation. Deactivation is an access change, not deletion of historical transactions. Permission design and role setup beyond this form belong to the web Admin.