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How to add staff and give them a login

Add each person who works for you, then give a login to those who use the app. Pick a role (Manager, Cashier or Staff), lock the login to one branch if needed, adjust permissions, and print the login slip with the first password.

Updated

Every person on the payroll can have a record in Nafaa, with or without a login. Helpers and drivers usually only need the record, for salary and attendance. Anyone who bills at the counter, receives stock or reads reports needs their own login, so each sale and change is recorded under their name.

Only the owner can create logins. Open Staff → All staff in the sidebar (also under Settings → Users → People).

Add a staff member with a login

  1. Step 1: Start a new record

    On the Staff page click Naya banda (new person), or press N.

  2. Step 2: Fill in the basics

    Enter Poora naam (full name) and Phone. Under Kaam, add the Kaam (designation), for example Cashier, and the Joining date. Set the salary type and amount if you will run payroll in Nafaa.

  3. Step 3: Turn on the login

    In the App ka login card switch on Is bande ko login dein (give this person a login).

  4. Step 4: Set email and password

    Enter a Login email that belongs to this person only and a Pehla password of at least 8 characters. The refresh icon creates a password for you.

  5. Step 5: Choose the role

    Pick Manager (runs the branch: sales, stock, expenses, reports), Cashier (sales at the counter, cash drawer and customers) or Staff (stock work, no counter). The role fills in its default permissions.

  6. Step 6: Pick the branch

    Keep Sab branches (all branches) or choose one branch. A login locked to a branch only sees and sells in that branch.

  7. Step 7: Check permissions and save

    Open Permissions to add or remove single permissions, then click Banda aur login banayein (or Ctrl + Enter). Print the login slip that appears: the password is shown only once.

Nafaa new staff form: full name, phone, CNIC and address on the left, and the switch that gives the person an app login on the right
  1. Full name and phone
  2. Give a login
  3. Save
The new staff form: basic details on the left, and the switch that gives this person a login on the right.
Nafaa Staff page, Roles aur permission tab: Malik, Manager, Cashier, Staff and no-login roles with a table of default permissions per role
  1. Switch to the roles tab
  2. Default permissions per role
Staff → Roles aur permission: what each role gets by default, permission by permission.

Questions

A staff member forgot the password. How do I reset it?

Open their profile from the Staff page and click Naya password. The old password stops working straight away and they are logged out of every device. Print the new slip or send it on WhatsApp.

Can a cashier see my cost and profit?

Only if their permissions allow it. Setting an owner PIN in Settings → Users → Security & PIN also hides cost and profit from anyone who does not know the PIN.

Do helpers need a login for attendance and salary?

No. Leave the login switched off. The record still works for attendance and payroll.

Related

Give each staff member only the access they need

Roles, permissions, PIN-protected refunds and sales by staff member. Start a 7-day free trial.

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