Users & roles

Create logins, assign branches, and set permissions — explained for shop administrators.

What is this page?

Users & roles controls who can log in and what they can click — customers, pledges, receipts, settings, etc.

Settings → Organization → Users & roles (/settings/profile/users-and-roles).

User list — email, name, role, branch access.
Add user — create login.
Roles — permission sets (view/add/edit/delete per module).
Restrictions tab — limit how far back users can filter Daily Register, Expenses, Balance Sheet, etc.

Open Users & roles
Settings → Organization → Users & roles.
Add user
Click add — enter name, email (login id), temporary password if system assigns.
Pick role
Choose role: e.g. counter, accountant, admin — each has different ticks.
Assign branch
User must see only their shop — select correct branch(es).
Save and inform staff
Give user email + password securely; ask them to change password if your process requires.

Open Roles
Select role to edit.
Module permissions
Toggle view / add / edit / delete for Customers, Pledges, Receipts, Pay and Close, etc.
Save role
All users with that role update immediately on next action.

Tip	Why
Least privilege	Staff should not delete receipts
Use date restrictions for juniors	Cannot open very old days
Disable ex-staff same day	Security

Problem	What to do
User cannot log in	Wrong email; account disabled
Button missing	Role permission — edit role
Sees wrong branch data	Fix branch assignment
Can see too much history	Tighten Restrictions tab dates