How to add user accounts and define their roles

Learn how to add a separate account for each employee, and assign appropriate roles and permissions to them.

When registering on the Rewaa platform, the subscription is activated on the main account that has all the permissions on the platform, including adding and managing users.

⚠️ Note: As the main account user, please be cautious and do not share your login details or verification code with any employee to maintain the security of your account data and the integrity of your operations. Create a separate account for each employee so they can log in with their account and perform operations according to the role and permissions assigned to them. 

#What is a user account?

A user account is a sub-account you create for each employee to enable them to use the platform and perform specific tasks according to the roles and permissions granted to them.

ℹ️ Note: The number of user accounts you can add varies depending on the subscription package. For more details, refer to the Packages and Prices page.

#How to add a new user

1. Go to Settings > General > Users > Add User.

2. Enter the user's information:

   • Name: The name of the employee you wish to add.

   • Email: Must not have been used previously on the platform and cannot be changed later.

   • Mobile number: Must be active and not previously used on the platform. An invitation is sent to it to set a password and activate the account.

3. Choose the appropriate role for the user from the available roles:

   • Account Supervisor (Admin).

   • Cashier.

   • Branch Manager.

   • Warehouse Manager.

   • Accountant.

ℹ️  Note: You can view and manage user permissions from the "Manage Permissions" option.

4. Specify the locations the user can access and perform operations on.

5. Enable the "Authorized to Represent the Establishment" option when needed.

⚠️ Note: Enabling this option allows the user to represent the establishment when contacting Rewaa's technical support and to make decisions on behalf of the establishment regarding the main account data.

6. Set the maximum discount percentage the user can apply during a sale.

ℹ️ Note: The maximum discount percentage option appears when selecting one of the following roles: Account Supervisor, Cashier, Branch Manager, Accountant.

7. Click on "Add and Send Invitation".

What happens after sending the invitation to the user?

A text message (SMS) is sent to the user's mobile number, containing a link to set the password and activate the account.

 ℹ️ Note: The user's status will be pending until they access the link and add the password.

#FAQs

1. Can I change the user's email?
   The user's email cannot be changed, but their account can be deactivated, and a new user can be added using a different email.
   

2. How does the user know their roles and permissions?
   Through the sidebar in their account, where the available sections appear according to the permissions granted to them.
   

3. I added a new user account, but no message was received on the mobile?
   First, ensure the mobile number you entered is correct, then follow these steps to send a new link:

   1. Go to Settings > General > Users.

   2. Click on the three dots in front of the user's name.

   3. Select "Send New Link".
      

4. Can I send the user activation invitation via email?
   No, the user activation invitation is sent to the mobile number via SMS.