Steps
- Go to Admin → Users & access.
- Click Add user, enter their name and email and choose a role.
- Choose their home branch and their branch access: As their role says, all branches, their home branch only, or only the branches ticked - tick several for someone who covers more than one.
- Click Add user. No email is sent: a temporary password is shown once - give it to them. They must change it at their first sign-in.
Good to know
- Link a user to their employee record in People so they can request leave and advances.
- Branch access decides what they see and where they can raise sales, purchasing and stock documents. Only someone with several branches can transfer stock between them directly; others raise a transfer request.