This guide provides step-by-step instructions for adding a new user to your company's account.

Procedure

1. Navigate to the user management section by going to Menu > Company Settings > Users.

2. Click the Add User button.

3. Fill in the user details:

   • WhatsApp Number: The user's primary login credential.

   • Name: The user's full name.

   • Email Address: The user's contact email.

4. Define the user's permissions by selecting their role:

   • To grant full administrative access, check the Admin box.

   • To apply a specific set of permissions, leave the Admin box unchecked and select a pre-defined role from the Role Template dropdown menu.

Once you click Add, the new user will be added to the company and can log into the dashboard using their WhatsApp number.

Available Role Templates

• Staff: Users with this role can manage products and update stock levels.

• Inventory Manager: Users with this role can view products and are only able to update their stock.