How do I open an account for a new colleague?

Every employee working on the system needs their own account. A shared account throws away the most valuable thing the system gives you: knowing who did what.

Steps

1. Open General Settings → Users — image 1 — and press Add User.
2. In the form — image 2 — enter the name and the e-mail (which is the login), then the password and its confirmation.
3. Pick the roles — more than one may be assigned to a single user. The role is what decides which screens they see.
4. Set the branch: leave all branches (no branch restriction) for someone who works across them all, or choose one branch so they see only its data.
5. Leave the account status on active, and save.
6. Hand your colleague the e-mail and password, and ask them to change it from My Account on first login.

Notes

• Set up the roles before opening accounts; anyone who opens the accounts first ends up re-configuring permissions employee by employee.
• Do not hand out the super-admin role unless it is genuinely needed; it opens everything, deletion included.
• The number of users is capped by your subscription plan, so if the system blocks an addition, check My Subscription.
• When an employee leaves: suspend the account rather than deleting it, so their name stays on the invoices and records they entered.