Creating App Users

To give your employees users to use the app navigate to the App Settings as an administrator and select the Create a New User button to bring up a registration form.

Fill out the registration form to create a new user. This User will get an email about their registration and will get all basic access.

Access for Users and adding users to the Sales Team

You may change the permissions of all users within the App Settings > User Management tab. There are permissions for both the CRM and the POS portions of the App with different access permissions. You may also assign users to the Sales Team to get reports for all of the users in that user group.