User Roles and Management

INTRODUCTION

As a business owner, you can add team members (Manager, sales team, customer support, POS operator, etc.) to your BrandDrive account. This allows your team to handle daily operations using their own personal logins, making it easier to grow your business without you doing everything yourself.

With the Users & Permissions feature, you can assign specific roles and branches to your staff. This gives them the power to manage inventory and sales while restricting them from viewing sensitive financial analytics or inviting other users.

Note: Access to multiple user roles may depend on your current BrandDrive plan.

How to Add a Team Member

Follow these quick steps to get your team onboarded:

1. Go to your Dashboard and click on your Company Name.
2. Click on Business Settings.
3. Select Users & Permissions.
4. Click on Add New User.
5. Enter the Email Address of the person you want to invite.
6. Assign a Role: Choose the level of access (e.g., Manager or Staff) based on their responsibilities.
7. Assign Branches: Select which specific business location this person will manage.
8. Click Save.

Understanding Roles

To keep your business secure, BrandDrive uses specific permissions:

• Managers: Can manage inventory, view customers, and record transactions.
• Staff/Sales Reps: Can process sales and check stock levels, but cannot view business-wide reports or financial settings.

Next Step: Setting Up Your Inventory & Adding Products