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Manage users in your organization

To manage your organization at scale, you can collaborate with other employees in your organization. In this article, we will take a look at how to manage the users in your organization. To navigate to the user management portion, go to the Organization > People tab in the admin portal.




Invite other users


To invite other users, simply click add to show the new user form. You would need a valid email address, their name, phone number, and their role in your organization.


Note: The user's initial password will be sent to the user's email address after inviting. Please make sure the user has access to his / her email address before inviting.

Regarding Roles


As of today, there are two roles available for all to use:

  • Admin: The super user that can do everything in the organization, including inviting users, creating and updating transactions, creating campaigns, loyalty, orders etc.

  • Employee: The basic user that can only operate the POS including: creating orders, taking attendance.


Note: You will be able to create your own roles with distinct permissions in the future.

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