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Add new team members, update their roles, and manage their permissions with these simple steps.
✅ Where I can assign roles?
Go to “Users” section in the application.⚠️ Only administrators can access this feature. If it’s not visible, your account may have limited permissions.
✅ Add a new team member
- Click “Add User”
- Fill out employee details
- Enter the email address.
- Assign the right role based on their responsibilities.
- Choose the location they will be able to manage.
💡 The employee will get an email invitation to activate their account and log in. Make sure the email address is correct.
📝 Update an employee’s role
- Select “Edit” ✏️
Find the employee’s profile and click “Edit” to make changes. - Assign a new role 🙍
Pick from the predefined roles to match their current responsibilities. Each role determines their access and permissions. - Set location access 🏢
- Add or adjust the locations the employee can access.
- Save changes ☑️
Click “Save” to apply the updates. Changes take effect immediately.
❓ FAQs
What do account statuses mean?
After adding a new user, check their status:
- Active
The account has been activated successfully.
- Pending
The user hasn’t activated their account yet.
Tip: Activation links are valid for 7 days. If it expires, you’ll need to resend the invitation.
What if the employee didn’t get the activation email?
- Delete their account and re-add them.
- Still stuck? Reach out to our Support Team for help.
Where can I see what roles do?
Click “Role Information” to get a full breakdown of permissions for each role.
More info on graphic below:
