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Qsync: User Management

Note: Only Admins can manage users

Managing your team is simple in Q-sync.
This section will guide you through adding, updating, and removing users, assigning roles, and managing account statuses.

Adding a New User​

To invite a new user to onboard onto the system:

  1. Select Users from main navigation menu in the Dashboard. Users Menu Item Screenshot

  2. Click on the + create button. Create-User button Screenshot

  3. Fill in the user’s details:

    • Full Name

    • Email Address and/or Phone Number

    • ** Other optional fields

      Create-User form Screenshot

  4. Click Create User.

The user will receive an email or WhatsApp message with a link to log in. Welcome Email Screenshot

User Roles​

Each user has a role that defines their permissions on the system:

  • Admin – Can manage erp integration and users.
  • Manager – Can create and manage customers, bookings.
  • Customer – Can add trucks and drivers.

📸 [Insert screenshot: Role selection dropdown]
Welcome Email Screenshot

Resetting Passwords​

If a user forgets their password:

  1. They can click Forgot Password on the login screen.
  2. A reset link will be sent via Email or WhatsApp, depending on their account setup.
  3. After resetting, they can log back in.

Tips for Managing Users​

  • Always keep contact details (email/phone) up to date.
  • Assign roles carefully to control access levels.
  • Deactivate accounts promptly when staff leave.

Summary​

With User Management, you can:

  • Invite new team members.
  • Assign roles and responsibilities.
  • Update user information.
  • Deactivate users when necessary.

This ensures your institution stays organized and secure.