When registering on the Rewaa platform, the primary account is activated with full permissions, including the ability to add users. This feature allows you to create user accounts and assign specific permissions to them based on their roles and responsibilities.
ℹ️ User accounts are sub-accounts created for employees who need access to the platform for specific tasks with assigned permissions (e.g., cashier, product and inventory management, accounting).
⚠️ Do not share your primary account credentials with anyone to maintain the security of your account and operations.
Adding a New User Account
Navigate to User Settings:
Go to Settings > Users > Add New User.
Fill in the Basic Information :
Username: Appears on all invoices and reflects on all operations performed by the user.
Phone: Optional.
Email Address: Used for user login; cannot be modified or reused.
Assigned Location: The branch the user can access.
Password and Confirmation: Enter and confirm the password. The user will use this to log in.
Set User Permissions:
Choose from predefined roles or customize:
Admin: Full access except for POS.
Warehouse Manager: Access to inventory management, supplier payments, and more.
Order Manager: Access to invoices and online store orders.
Custom: Tailor permissions to the user’s role.
Add Cashier Permissions (if needed):
Under Applications > Rewaa New POS, define roles:
Store Manager: Full POS access.
Cashier: Permissions for sales, invoices, returns, discounts, etc.
Custom: Assign specific permissions, e.g., allowing sales without discount permissions.
Save the User:
Click Add New User. The user can log in with the provided email and password.
Editing User Details
You can easily modify user details and permissions at any time to align the platform with changes in your company's organizational structure or operational needs. This ensures that each user has only the necessary permissions to perform their tasks efficiently.
Navigate to User Management:
Go to Settings > Users > ⚙️ > Edit User.
Editable Fields:
Username, Phone, location, and permissions.
Save Changes:
Click Save Custom User to apply updates.
Deactivating User Accounts
If you need to deactivate certain user accounts, this feature helps protect your account and prevents the user from accessing the platform after leaving your company or transferring internally to another department.
ℹ️ You can use this feature to temporarily disable a user account when needed.
Deactivate a User:
Go to Settings > Users > ⚙️ > Deactivate User.
Confirm the action. The account status changes to Inactive, and the user cannot log in.
Reactivate a User:
Select Activate User from the same menu.
FAQs
1- Can I change the user’s email?
No, deactivate the account and create a new one with the new email.
2- Does changing the username affect permissions or records?
No, it does not impact permissions or operation logs.
3- Can I delete a user account permanently?
No, accounts can only be deactivated, not deleted.
4- Does the username appear on invoices?
Yes, the username is displayed on all invoices issued by the user.
5- Can I manage permissions for multiple users at once?
No, permissions must be managed individually.
6- How are user updates reflected?
Updates are immediate after saving but may require the user to refresh their browser.
7- Can users edit their own details?
Yes, if they have the appropriate permissions.
8- What happens to operation records after deactivation?
Records remain intact even if the user is deactivated.
9- Does deactivation notify the user?
No, users will only see a login restriction message.
10- Can I export a list of users and permissions?
Not currently available. Manage user details directly on the platform.
11- What should I do if a user forgets their password?
The user can reset their password using the Forgot Password option on the login page. For more details, click here.
12- What does the 'ID' field in user details mean?
It’s an automatically generated code by the platform assigned to each user upon creation.
13- How long does it take to update user details or permissions?
Updates are applied immediately after saving. The user might need to refresh their browser to see changes.
14- Can a user change their own name or the name of another account?
Yes, if granted the necessary permissions. To control this, adjust the user’s permissions under User Permissions > Settings.
When these permissions are enabled together, the user can change account names. If they are disabled, name modifications will not be possible.
Company Information: View.
User List: View, Edit.
User Details: View, Edit.
After making any changes to user details or permissions, click Save User Data to apply the updates to their account.
15- Does the user receive a notification when their account name changes?
No, notifications are not sent for name changes. The updated name appears on their account interface.
16- Can I track who changed a username?
Unfortunately, this feature is not available. You can restrict name changes by disabling access to user details under user permissions.