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:

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:

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

๐Ÿ’ก A user with no role assigned can log in but will see an empty dashboard with no access to modules.

Related

โ† Previous
Configuring Your Company Profile
Next โ†’
Navigating the Dashboard