Business Guide
Phase 510 min

User Management

Add team members to your branch and assign appropriate roles and permissions.

  1. Register
  2. Profile
  3. Compliance
  4. Branch
  5. 5Users
  6. 6Go Live

How to Add Staff Members

1

Go to the Users Page

Open your branch and navigate to the Users page from the branch sidebar to see all staff members.

2

Click Create New User

Click the Create New User button to start the user creation wizard.

3

Enter User Information

Fill in the basic information for the new staff member:

  • First Name
  • Last Name
  • Phone Number (KSA +966)
4

Select a Role

Choose the appropriate role for the user. Each role has different access levels:

Branch Manager

Full access to branch operations, settings, reports, and staff management.

Branch Staff

Access to daily operations and customer transactions only.

5

Set a Password

Create a secure password for the new user account. The password must be at least 8 characters with uppercase, lowercase, and a number.

6

Review & Submit

Review all the user details and click Submit to create the account. You can edit user details later if needed.

User Activation

After creating a user, activate their account to grant them access. Toggle the user status from Pending to Active in the users list.

Pending→Active

Branch Context

When you create a user from inside a branch, the branch assignment is automatic — no need to select a branch manually.