Users and roles
Create users and assign roles so staff only see the screens they need.
Users are people who log in. Roles control which menus and actions they can use.
Assign each user to the correct branches.
Roles
- Go to User Management > Roles
- Create a role (for example Salesperson, Storekeeper, Accountant)
- Choose which screens and actions the role can use
- Save
Users
- Go to User Management > Users
- Add a user — name, login details, role, and branches
- Save. They can then sign in to Web Admin (and Van Sales or POS if those apps are enabled for them)
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If someone cannot see a menu, check their role and whether that feature is turned on for the company.
Approvers also need access to User Management > Pending Approvals. See Approval flow.