Creating a New User Type

To create a new user type, follow these steps:

  1. Go to the staff section on the sidebar of the platform.
  2. Click on “Users” to access the user management portal.
  3. Click on the green “Create Staff” button to initiate the user creation process.
  4. Click on the option to create a new user type.
  5. Click the green plus button at the top to add a new role.
  6. Type in the name of the new role, for example, “Assistant Manager”.
  7. Choose the permissions you would like to assign to this new user type.
  8. Click on the “Create” button to save the new role.
  9. The newly created role will now appear at the bottom of the list.

Assigning Permissions

To assign permissions to the new user type, follow these steps:

  1. Click on the blue “Update” button next to the new role.
  2. Select the specific permissions you want to allow for this user type.
  3. Click on the “Update” button to save the assigned permissions.

Adding an Individual User

To individually add a user, follow these steps:

  1. Go to the staff section on the sidebar.
  2. Click on “Users” to access the user management portal.
  3. Click the “Create Staff” button to begin adding a new user.
  4. Enter the user’s details, such as name, contact number, and email.
  5. Use the provided button to generate a random password for the user.
  6. Users can change their password once they receive their credentials.
  7. Select the appropriate user type for the new user.
  8. Toggle on any additional settings needed, such as social links and account setup.
  9. Click on “Create” to finalize adding the new employee.