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.