Add an employee and set their permissions

Create a role with the right permissions, then add the employee and assign the branch.

4 steps 1 min read Updated 2026/09/25
  1. 1

    Create a role

    Open “Roles & permissions” and add a new role, such as “Accountant” or “Sales rep”. Enable only the permissions they need: view, add, edit or delete for each section.
  2. 2

    Add the employee

    From “Employees” choose Add, enter the name, mobile, email and password, then pick the role you created.
  3. 3

    Choose the branches

    Select the branches the employee works on; they will only see data from these branches.
  4. 4

    Monitor activity

    From “Account & security”, then “Activity log”, you can review every action the employee performed.
Good to know
Give the delete permission to as few employees as possible.

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