Managing and Adding Users
This service allows you to add new users and manage their permissions, as well as modify their information or deactivate their accounts when necessary. You can easily control users through the dashboard, which helps in efficiently organizing and managing the team.
Steps to Manage and Add Users
- From the dashboard, select "Settings," then "Users."
- Click on "+ Add" located in the top menu.
- Enter the user's basic information, such as the username and display name.
- After verifying the data, click the "Add" button to successfully add the user.
Explanation of Required Fields to Add Users
- Username: Used for login; must be in English only, without numbers or symbols.
- Display Name: Appears in user operations within the system; no restrictions.
- Email: Used to recover the password when needed.
- Password: Set by you.
- PIN Code: A 4-digit code used in the cashier application; should not be shared.
- Role: Determines the user's permissions within the system.
- Branch: Specifies the branch associated with the user.
- Warehouse: Specifies the warehouse associated with the user (if any).
- After entering the data, click "Add" to save the new user.
Frequently Asked Questions
+ Can I modify the username after adding it?
Yes, you can change the username after adding it, as well as modify all other user data.
+ What should I do if I forget the password?
You can reset the password through the login interface by clicking on "Forgot Password?".
+ What should I do if I forget the PIN code?
You can reset it by accessing the control panel, selecting "Settings" from the side menu, then "Users."
Select the desired user, then set a new PIN code, and finally click on "Edit."
+ Can a single user be associated with more than one branch?
Yes, you can assign multiple branches to each user.
+ What is the difference between the username and the display name?
- Username: Used for login and is subject to certain restrictions (no symbols or numbers).
- Display Name: Appears in user operations within the system; no restrictions.
+ How can I delete a user?
Any user can be deleted except for the "System Administrator."
To delete a user: go to "Settings" from the side menu, then access "Users."
Select the user you wish to delete, click on "Delete," then click on "Edit".
