Branch User Management

Use Branch User Management to assign users to specific branches and manage their branch-level roles. You can add users, select predefined roles, and link each user to an existing or new branch.

Features

• Add new users: Enter user email addresses and assign roles.
• Select roles: Choose predefined roles such as Supervisor or Cashier.
• Assign branches: Link users to existing branches or create a new branch during setup.
• View users: Review existing users with their assigned roles and branches.
• Edit or delete users: Update user details or remove users from the system.

Workflow

Accessing User Management

1. Open User Management from the left sidebar menu (marked as 1 in the image).
2. Click + ADD MEMBER (marked as 2 in the image).

Adding a New User to a Branch

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

Selecting a Role

• Select a role from the predefined role list. To assign a user to a branch, choose one of these roles:
  • Cashier
  • Supervisor
• After you select a role, the branch field appears.

Assigning a Branch

• Use the branch field to select an existing branch from the dropdown list (marked as 1 in the image) or create a new branch (marked as 2 in the image).
• Select an existing branch, or choose Create New Branch to add a new one.
• If you select Create New Branch, enter the branch name in the text field (marked as 3 in the image).

Saving the User

• After completing all required fields, click ADD MEMBER to save the user.
• To exit without saving, click CANCEL.

Additional Functionalities

• Edit users: Click the edit icon to change a user's role or branch.

  

• Delete users: Click the delete icon to remove a user from the system.

• Manage branches: Manage branches separately from the Branch Management section in the navigation panel.

Conclusion

Branch User Management helps you control branch-level access, assign users to the correct branch, and keep user administration organized.