User Management, Roles & Permissions

Opening User Management

1. Click Settings (gear icon at the bottom of the left sidebar).
2. Select People & Access → Manage Users & Roles.

• Active / Inactive tabs at the top switch between current and deactivated staff.
• The table shows each user's Pcode, Role, and which stores they can access.

Adding a staff member

1. Click Add User (top right).
2. Fill in Full Name, Email, Phone (optional), and pick a Role. A Pcode (login code) is auto-suggested from the name — edit it if you'd rather use your own.
3. Tick which stores this person should have access to. Picking the Pharmacist role also asks for their License Number.
4. Click Create User.

BitMed shows the Pcode and a one-time temporary PIN in a dialog — copy it and hand both to the new staff member. This is the only time the PIN is ever shown; they use it to sign in and must set their own PIN on first login.

Managing an existing staff member

Each row has three actions:

• Edit (pencil): change name, phone, Pcode, role, or store access.
• Reset PIN: issues a new one-time temporary PIN when someone forgets theirs — same rule, it's shown once.
• Deactivate / Reactivate (block icon): instantly revoke or restore a user's access without deleting their history.

Manage Roles (Role & Permission Editor)

Click Manage Roles (next to Add User) to open the permission matrix — one column per role, one row per permission.

• Tick a box to grant that role a permission: Store/Organization Dashboard, Billing/POS, Sales Returns, Void Bills, Write Off Customer Credit, Discount (Above Threshold), Reports, Settings, Inventory Adjustment, User Management, Stock Transfer, Purchase Orders, Supplier Claims, Labels & Barcode.
• The built-in roles (Cashier, Inventory Clerk, Manager, Owner, Pharmacist, Viewer) come with sensible defaults, but every checkbox is editable.
• Click + New Role to create a custom role from scratch.
• Click Save All Changes when you're done.