VerifiedVersion: 2026.0710 min read
Users, roles, and permissions
Manage business, branch, and role access with least privilege.
Who is this for?System manager and HR administrator
Applies toAll businesses
Last reviewed2026-07-15
01
What you will accomplish
- ✓Create a secure user
- ✓Assign the correct branch scope
- ✓Review sensitive permissions
02
Operating workflow
- 01
Define the job role
- 02
Select allowed branches
- 03
Apply the permission bundle
- 04
Test sign-in and allowed surfaces
- 05
Review the audit trail
03
Operating and safety controls
Never share accounts
Separate approval from execution for sensitive operations
Revoke access immediately when responsibilities change
05
Get help
Copy this template and send it through your organization’s approved support channel. Do not include customer data, passwords, or verification codes.