Skip to main content

⚙️ Business Users

Review and manage pending user registrations for your business. Approve or reject access requests, and assign roles to control what each user can do.

Navigate to Administration → Business Users (admin access required).


Overview

When a new user registers and requests access to your business, their registration appears here as Pending. Admins review, optionally adjust roles, then approve or reject.


Table Columns

ColumnDescription
Full NameRegistered user's full name
EmailUser's email address
RolesAssigned roles for this user
RegisteredDate of registration
StatusPending, Approved, or Rejected
ActionsEdit roles, approve, reject

User Roles

RoleAccess Level
AdminFull access to all business features
Invoice UserCreate and manage invoices and customers
AccountantAccess to accounting module and reports
Inventory ManagerManage products and inventory

A user can be assigned multiple roles.


Approving a User

  1. Find the pending user in the list
  2. Click Edit Roles to review and adjust their assigned roles
  3. Click Approve (or Save & Approve from the role editor)
  4. The user gains access to the business with the assigned roles

Editing Roles

  1. Click the Edit icon on any user row (pending or approved)
  2. Add or remove roles using the role checkboxes
  3. Click Save to update roles without changing approval status
  4. Or click Save & Approve to update roles and approve in one step

Rejecting a User

Click Reject on a pending user to deny their access request. The registration is removed and the user cannot access the business.

note

Rejected users can re-register. If you need to permanently block a user, use User Roles to deactivate their account instead.


Searching Users

Use the Search bar to filter by name, email, or role.