Add Users
Invite your team members so they can access SawaSuite. Each user has their own account with permissions tailored to their role.
Home > Users and Permissions > User
Limits by plan
| Plan | Number of users |
|---|---|
| Starter | 3 maximum |
| Professional | 10 maximum |
| Business | Unlimited |
1. Create a user
- Search for User in the search bar
- Click + Add a User
- Fill in:
- Email — The person's email address (will be their login)
- First Name and Last Name
- In the Roles section, check the appropriate roles:
- Accounts User — Can create invoices and journal entries
- Sales User — Can create quotations and sales orders
- Stock User — Can manage stock movements
- Purchase User — Can create purchase orders
- Click Save
The user will receive an invitation email with a link to set their password.
2. Common roles
| Role | Access |
|---|---|
| System Manager | Full access — reserved for administrators |
| Accounts Manager | Full accounting management |
| Accounts User | Create invoices and journal entries |
| Sales Manager | Sales and pricing management |
| Sales User | Create quotations and orders |
| Stock Manager | Warehouse and stock management |
| Stock User | Stock movements and receipts |
| HR Manager | HR management (leave, attendance) Professional |
TIP
For an employee who only handles sales, assign the Sales User and Stock User roles. For an accountant, use Accounts User and Accounts Manager.
3. Deactivate a user
If an employee leaves the company:
- Open their user record
- Uncheck Enabled
- Save
The user will no longer be able to log in, but their history is preserved.
WARNING
Never delete a user who has created documents. Deactivate them instead to preserve the audit trail.