Managing users and roles is admin only.
Adding a user
Go to Users and select New user.
| Field | Notes |
|---|---|
| Name | The person’s full name. |
| Required and unique within the company. | |
| Mobile | Exactly 10 digits. |
| Username | Login name — 3–20 characters, letters/numbers/underscores. Often the mobile number. |
| Password | Required when creating. Leave blank when editing to keep the existing password. |
| Roles | One or more roles (e.g. Supervisor). |
| Status | Active or Inactive. An inactive user cannot sign in. |
| Company admin | Toggle to grant full company access (bypasses all permission checks). Use sparingly. |
| Remark | Optional notes. |
The two default roles
Admin
Full access to every screen and every batch in the company.
Supervisor
Field-focused access: day entries, medications, the six transaction types, and lifting — but only for batches assigned to them, and active batches only.
Assigning supervisors to batches
The Supervisor role’s “assigned batches only” rule is what scopes a supervisor’s view. A supervisor is linked to a batch on the batch itself:Open or create a batch
Go to Batches and create or edit a batch. See Creating a batch.
Pick the Supervisors
In the Supervisors field, choose one or more users. They can be changed at any time.
Roles & permissions (Shield)
Open Roles (under More) to view or edit roles and their permissions.
| Permission | Effect |
|---|---|
| Manage assigned only batch | Limits the user to batches they’re assigned to (the heart of the Supervisor role). |
| See closed batch | Allows viewing closed batches (otherwise only active ones appear). |
| Journal & GC on batch | Allows seeing the Journal and GC Calculation tabs on a batch. |
Role changes are recorded in the Activity Log (under More), so you can see who changed whose access and when.

