Branch User Management

Branch User Management enables administrators to efficiently manage user roles and assign them to specific branches within the system. This feature includes adding new users, selecting predefined roles, and associating users with existing or new branches.

Features

• Add New Users: Enter email addresses and assign roles.
• Role Selection: Choose from predefined roles such as Supervisor and Cashier.
• Branch Assignment: Assign users to existing branches or create new branches dynamically.
• User Listing: View a list of existing users along with their assigned roles and branches.
• Edit and Delete Options: Modify user details or remove them from the system.

Workflow

Accessing User Management

1. Navigate to the User Management section from the left-hand sidebar menu (marked as 1 in the image).
2. Click on the + ADD MEMBER button (marked as 2 in the image).

Adding a New User to a Branch

1. A modal form appears with the following fields:
   • Email Address (required)
   • Role (required, dropdown selection)
   • Branch (required, depends on the selected role, dropdown selection)

Selecting a Role

• Users can choose from a predefined list of roles. To assign a user to a branch, select one of the following roles:
  • Cashier
  • Supervisor
• After selecting a role, a branch field will appear.

Assigning a Branch

• The branch field provides a dropdown list of existing branches (marked as 1 in the image) and an option to create a new branch (marked as 2 in the image).
• Users can select an existing branch or opt to create a new one.
• If Create New Branch is selected:
  • A text field appears for entering the branch name (marked as 3 in the image).

Saving the User

• Once all fields are filled, click ADD MEMBER to save the user.
• To cancel, click CANCEL.

Additional Functionalities

• Editing Users: Click the edit icon to modify user details (change role or change branch).

  

• Deleting Users: Click the delete icon to remove a user from the system.

• Branch Management: Branches can be managed separately under the Branch Management section in the navigation panel.

Conclusion

Branch User Management ensures structured role-based access control while allowing dynamic branch assignments. The intuitive interface simplifies user onboarding and administration.