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This page is the how-to for creating staff accounts, giving each one a role and a branch, and tuning what they can reach. For the model behind it — what each role means and how permission checks are applied — read Roles and permissions. Staff accounts live under Management → Users. Seeing the list needs the Users module with View; the Add User, edit, reset-password, and delete buttons only appear for a SuperAdmin or the club owner (OrganizationAdmin).

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Create a staff user

1

Open the user list

Go to Management → Users and select Add User. The Create User dialog opens.
2

Fill in the account details

Username (at least 3 characters), Password and Confirm Password (8 to 50 characters), Full Name, Email, and optionally Phone.
3

Pick the role

Choose a Role. Selecting a role loads that role’s default permission set into the matrix below, so set the role before you hand-tune anything.
4

Assign the branch

Branch appears for every role except SuperAdmin and is required. A user assigned to Gulberg Branch only works inside that branch’s floor, sessions, POS, and tabs.
5

Adjust permissions and save

Tick or clear boxes in Module Permissions, leave Active checked, and select Create User.

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Roles

Only a platform SuperAdmin can assign the SuperAdmin role. When you are signed in as the club owner, the role list does not offer it, and the API rejects the attempt.

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The permission matrix

Roles set the starting point; the matrix decides the detail. Each module gets four independent checkboxes — View, Create, Edit, Delete — across Tables, Members, Sessions, Reports, Inventory, POS, Users, Settings, Tournaments, Tabs, and Expenses.
Create User dialog showing the Module Permissions matrix with checkboxes for each module

The permission matrix inside the user dialog, with per-module View, Create, Edit, and Delete

Each module header shows its state as (Full Access), (Partial Access), or (No Access). Select All and Deselect All set a whole module at once. Two rules are enforced as you click, and repeated under Permission Rules: in the dialog:
  • Unchecking View automatically clears Create, Edit, and Delete for that module.
  • Checking Create, Edit, or Delete automatically checks View.
Some pages sit behind a specific combination. Branches needs Settings View; the camera and WhatsApp screens need Settings Edit; the message log needs Reports View; the Profit & Loss report needs Expenses access as well. See Reports and Settings.
Give a Marker only what scoring needs and nothing else. They can then run the snooker marker without seeing revenue figures.

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Edit, deactivate, or remove a user

The list shows Username, Full Name, Email, Role, Branch (or All Branches), Status, and Last Login, with a search box across all of those. Each row carries three actions.
1

Edit (pencil)

Opens Edit User with the same fields. The password is optional here — Leave password fields empty to keep the current password unchanged. Changing the role reloads that role’s default permissions, so re-check the matrix afterwards.
2

Reset Password (key)

Opens Reset Password, where you set a new password of 8 to 50 characters. Use this when a staff member is locked out; it changes nothing else on the account.
3

Delete (trash)

Removes the account after a confirmation.
To take someone off the floor without losing history, open Edit User and clear the Active checkbox. The account stops working immediately, the list shows it as Inactive, and the sessions, sales, and payments they recorded stay attached to their name.
Deleting a user is permanent and cannot be undone. It also revokes any signed-in session that user has. Prefer clearing Active unless the account was created by mistake.