Team users & roles

Manage who can sign in under Team Users (page title User Management).

Before you start

• You are logged in as Admin (or a user with User Management)
• After first install, change the default password immediately (see below)

Steps

1. Open Team Users

1. In the sidebar, click Team Users.
2. Review the grid: Username, Role, Last Login, Actions.

2. Add a user

1. Click + New User.
2. Enter Username and Password (required for new users).
3. Choose Role (template): Admin, Manager, Accountant, Cashier, or Staff.
4. Optional: click Apply role defaults to modules.
5. Under Module access (customize per user), tick only what they need:
   • Point of Sale (POS)
   • Inventory / Products
   • Customers
   • Suppliers
   • Purchase Orders & RFQ
   • Sales Orders & Quotations
   • Returns & Refunds
   • Reports & Analytics
   • Audit Trail
   • Manufacturing
   • Settings
   • User Management
6. Click Save (or Close to cancel).

Tip on screen: Check only the apps this user should see. This overrides the role template.

3. Edit a user

1. Click Edit on a row (pane title Edit User — {username}).
2. Change role and module access as needed.
3. Password: leave blank to keep the current password, or type a new one.
4. Click Save.

4. Delete a user

1. Click Delete on the row.
2. Confirm carefully.

You cannot delete admin or your own logged-in account.

Role guide

What success looks like

• New user appears in the grid
• They can log in and only see allowed menus
• Admin password is no longer admin123

If something goes wrong

Related

• First login & setup
• Activity log
• System settings