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Add a User

From the User Roles page (Administration → User Roles), click Add User to open the Add New User dialog — "Create a user account with role and branch access." The dialog has three tabs: Single User, Import from File and From Employee.

Single User​

Create one user by entering their details directly.

Add New User — Single User tab

What this screen shows: a form to create a single login. Required fields are marked with a red *.

FieldRequiredDescription
First Name✅User's first name
Last Name✅User's last name
Phone Number✅Contact number with country code (e.g. +91 India)
Email Address✅Login email for the user
Password✅Minimum 8 characters — use Generate Password to create a strong one, and the eye icon to show/hide it
Branch Access—Which branch(es) the user can access — All Branches or a specific branch
Assign Role✅Pick one or more roles from the chips (Admin, Invoice User, Accountant, Inventory Manager, Hotel Bearer, Doctor, Nurse, Pharmacy Manager, …)

Click Create User to add them, or Cancel to close without saving.

From Employee​

Create a login for someone who already exists as an employee — no need to re-type their details.

Add New User — From Employee tab

What this screen shows: a searchable list of your employees. Search by name, code, email or phone, then pick an employee card (each shows their employee code, e.g. EMP001, their designation, e.g. Senior Developer, and their email). Selecting an employee pre-fills the new user from that employee's record; then set the role/branch and click Create User.

tip

Use From Employee to give existing staff a login without entering their name, email and phone again — it keeps the employee and user records in sync.

Import from File​

Create many users at once from a spreadsheet.

Add New User — Import from File tab

  • Drop an Excel or CSV file, or click Browse File (supported: .xlsx, .xls, .csv).
  • The file must have the columns: Full Name, Phone Number, Email, Roles (comma-separated).
  • Click Download Template to get a correctly formatted file to fill in.
  • Click Import Users to create everyone in the file.