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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
Add the employee
From “Employees” choose Add, enter the name, mobile, email and password, then pick the role you created. -
3
Choose the branches
Select the branches the employee works on; they will only see data from these branches. -
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.