
Admin portal
Invite staff and assign branches
Create officers, managers, and HP specialists, then scope them to the branches they may see.
- 1
Open Configuration → Access in the tenant admin portal.
- 2
Add the staff member with role, email, and phone.
- 3
Assign one or more branches. Head-office roles can see all branches.
- 4
Ask the user to sign in at /auth/login. HP-only specialists should use /auth/hp-login.