Users

A User is an individual login account with:

• Email address
• Assigned role
• Access scope (organization/company/branch level)

Each user operates independently, even within the same organization.

Creating a User

To create a new user:

1. Go to Settings → Users
2. Click Add User
3. Enter:

• Full Name
• Email
• Phone Number
• User Status
• User Image
• Role

Next, choose an organization that will be assigned to the user.

The user will receive login credentials or an activation invitation.

Note

While adding a user, the password can be set or an invitation can be sent to the user.

User Status

Users may have different statuses such as:

• Active – can access the system
• Inactive – access disabled

Inactive users cannot log in but remain in records for audit purposes.

Best Practices

Professional Hint

• Avoid sharing accounts between employees
• Assign least-privilege access
• Deactivate users immediately when they leave

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Related Topics

• Roles & Permissions
• Customers
• Organization