Before adding the user, first the role has to be assigned by giving the limited access you wish to give for the user.
Please follow the below mentioned steps to assign the role:
Step 1 : In the left tool bar, Click on Invite users.
Step 2 : Click on Roles & Permissions >> Add Role.
Step 3 : Enter the Role name. Let’s say, Sales man, Accountants, Staff etc. Click on Continue.
Step 4 : Manage the permissions >> Click on Save Role
Note : After adding the Role, refresh the page. You can Click on Swipe logo to refresh the page.
The added role, will show under the Roles & Permissions.
Step 5 : After refreshing the page, click on All users >> Add user.
Step 6 : Enter the Name >> Email id. Enter the Mobile number. The user will login with the mobile number, and receive the OTP to the same number to login.
Enable the toggle of Activate User. Click on Add User.
The added user will show in the dashboard. If you want to make any changes in the user details, click on Edit.
Note : If you want to give user to access all the feature, as admin. You can directly add the user, by selecting the role as Admin.