People and suppliers

Add team members, change roles, reset passwords, and manage supplier records.

Who this is for: Admins who manage staff and supplier accounts.

Add a person

People list showing names, user types and contact details.
Staff → Users. A person’s Type decides what they can see and do.
  1. Go to People → Users → “Add user”.
  2. Enter their name, email, role/type and a password.
  3. Save. They can now sign in (mobile or admin, depending on their role).

Change a role or reset a password

  1. Open the person from People → Users and select “Edit details”.
  2. Change the Role, or type a new password in “Reset password”.
  3. Leave the password blank to keep the current one. Save.

Suppliers

  1. Go to People → Suppliers and select a supplier’s “View”.
  2. See their details plus a grid of the parts they supply and stock stats.
  3. Use “Edit” to change name, email, phone, address, ref no and account no.