Users and Roles

In addition to customers and suppliers, Sarah allows you to register internal users:
people on your team who access the system (salespeople, cashiers, administrators, etc.).

Create a user

1. Go to the Users module from the main menu.
2. Click "New user".
3. Complete:
   • First and last name.
   • Email (used for access).
   • Role or profile (e.g., Administrator, Salesperson, Cashier).
4. Send the invitation so the person can set their password and access.

Roles and permissions

Roles allow you to control what each user can do within the platform:

• Administrator: full access to configuration, users, billing, and reports.
• Salesperson / Cashier: focused on sales and cash.
• Guest / read-only: limited access only to certain reports or views.

Review the Security section to see details of each available permission.

Relationship with other areas

Users connect with:

• Cash registers and shifts: who opened/closed the cash register and recorded sales.
• Inventory movements: who performed receiving, transfers, or adjustments.
• Customer interactions: who sent messages or created campaigns.

Keeping users updated and roles well defined is key for traceability and security of your operation.