User Management
Add team members to your branch and assign appropriate roles and permissions.
- Register
- Profile
- Compliance
- Branch
- 5Users
- 6Go Live
How to Add Staff Members
Go to the Users Page
Open your branch and navigate to the Users page from the branch sidebar to see all staff members.
Click Create New User
Click the Create New User button to start the user creation wizard.
Enter User Information
Fill in the basic information for the new staff member:
- First Name
- Last Name
- Phone Number (KSA +966)
Select a Role
Choose the appropriate role for the user. Each role has different access levels:
Branch Manager
Full access to branch operations, settings, reports, and staff management.
Branch Staff
Access to daily operations and customer transactions only.
Set a Password
Create a secure password for the new user account. The password must be at least 8 characters with uppercase, lowercase, and a number.
Review & Submit
Review all the user details and click Submit to create the account. You can edit user details later if needed.
User Activation
After creating a user, activate their account to grant them access. Toggle the user status from Pending to Active in the users list.
Branch Context
When you create a user from inside a branch, the branch assignment is automatic — no need to select a branch manually.