Users Overview

TABLE OF CONTENTS

• Adding New Team Members to Asaan Retail
• Getting Started
  • Step-1: Log in to the Asaan Retail portal.
  • Step-2: Hover your cursor to the flyout menu on the right and click the settings icon (3rd from the bottom).
  • Step-3: Click “Configurations” from the dropdown menu. A new window will appear with 4 tabs - Personal, Company, Configurations, & Integrations.
• Add, Edit, or Deactivate Users For Your Organization
  • To Add New User:
  • Step-1: Click “Create New User” on the “Team Members” panel.
  • Step-2: A pop-up window will appear with the following fields.
  • Step-3: Click “Add”.
  • To Edit or Deactivate the existing user:
  • Step-2: A pop-up window will appear. Make necessary changes or turn the status from “Active” to “Inactive” or vice versa (to alter, permit or seize authority of the selected user).
  • Step-3: Click “Save Changes”. The changes you made will be updated instantly.

Adding New Team Members to Asaan Retail

Getting Started

To Add, Edit, or Deactivate users for your organization:

Step-1: Log in to the Asaan Retail portal.

Step-2: Hover your cursor to the flyout menu on the right and click the settings icon (3rd from the bottom).

Step-3: Click “Configurations” from the dropdown menu. A new window will appear with 4 tabs - Personal, Company, Configurations, & Integrations.

Add, Edit, or Deactivate Users For Your Organization

In the second tab - “Company” of the “Setting” screen, you can:

1. Add or Edit your company details
2. Create new users, define roles for new users, and edit or deactivate existing users.
3. Editing the existing customers allows you to change the status (from active to inactive or vice versa) & roles of existing users.

To Add New User:

Step-1: Click “Create New User” on the “Team Members” panel.

Step-2: A pop-up window will appear with the following fields.

• Name (Name of the user)
• Email (Email address of user to be used for log-in)
• Password (Password for the user to be used for log-in)
• User Role (To define the access and permissions to the user as formulated in Role Management)
• User Locations (Giving access to users for particular inventory locations)
• Default Location (In case of giving access to multiple locations, you can set a default location for a user for quick invoicing).
  
  

Fill in the fields with relevant data

Step-3: Click “Add”.

To Edit or Deactivate the existing user:

Step-1: Click on the “Edit” icon in the sub-panel for the user you want to Edit or Delete the record.

Team Member Name: Mubarak & Status: Inactive

Step-2: A pop-up window will appear. Make necessary changes or turn the status from “Active” to “Inactive” or vice versa (to alter, permit or seize authority of the selected user).

Name changed to “Mubarak Ali” and Status turned to “Active”.

Step-3: Click “Save Changes”. The changes you made will be updated instantly.