Inviting Team Members
Evrykit uses a role-based permission system. Every user is assigned one or more roles that determine which pages and actions they can access.
Step 1 โ Create a Role
Go to Administration โ Roles and create a role before inviting users.
For each permission in the role you can set:
- Grant โ The role holder can perform this action
- Deny โ Explicitly blocked, even if another role grants it
- Default โ Inherits the system default (usually deny for sensitive actions)
Common role examples: Cashier, Sales Rep, Accountant, Warehouse Manager, HR Officer.
Step 2 โ Invite a User
Go to Administration โ Users โ New User.
Fill in:
- Full name and email address
- Password (they can change it on first login)
- Role โ assign one or more roles
The user can log in immediately. If your organisation has multiple tenants, they will see a tenant selector on login.
Permissions Overview
| Module | Example Permissions |
|---|---|
| Sales | View orders ยท Create orders ยท Confirm orders ยท Post invoices |
| Inventory | View products ยท Adjust stock ยท Transfer stock |
| Accounting | View accounts ยท Post journals |
| POS | Open terminal ยท Void transactions ยท View reports |
| HR | View employees ยท Manage leave ยท Run payroll |
๐ก A user with no role assigned can log in but will see an empty dashboard with no access to modules.