Textile Business Example

1.1 Example Scenario

You have:

• HQ (Main Office)
• Adajan (Branch)
• Parvat Patiya (Branch)

You create:

• Admin → Full Access
• Branch Manager → Only Adajan
• Sales Person → Only Parvat Patiya
• Intern → Limited Access

Now:

• Each person sees only relevant data
• Owner sees all reports
• No data leakage across branches

Common Mistakes to Avoid

• Giving Admin access to everyone
• Forgetting to assign branch
• Deleting user instead of deactivating
• Not defining role properly

Final Checklist

• Invite sent
• Role assigned
• Branch access selected
• User accepted invite
• Status Active

Now your team is ready to work inside Wortal.

Understanding User Roles

1.1 Understanding User Roles

When assigning role, you can select:

• Admin
• Branch Manager
• User
• Intern
• And able to create a custom role as well

Each role has predefined permissions (based on your RBAC(Role-Based Access Control)).

Assign Branch Access

2.1 Assign Branch Access

While editing user access, you can:

• Select single branch
• Select multiple branches
• Select All branches

Example:

• Delhi
• Mumbai
• Bangalore

Branch-wise access ensures:

• Sales person sees only their branch data
• Branch manager sees their branch operations
• Admin sees all branches

Edit User Access

3.1 Edit User Access

Go to:
Settings → Users → Click Edit Icon

Popup shows:

• Email
• Branch selection
• Role
• Status Toggle

You can:

• Change role
• Add / Remove branch access
• Activate / Deactivate user

Click Save.

Activate / Deactivate User

4.1 Activate / Deactivate User

Inside Users list, status shows:

• ACTIVE (Green)
• INACTIVE (Red)

If you turn status off:

• User cannot login
• Data remains safe
• Access is blocked

Useful when:

• Employee leaves
• Temporary suspension
• Role change

WhatsApp Access Toggle 

5.1 WhatsApp Access Toggle

In Users table you will see:
WhatsApp toggle

This controls:

• WhatsApp integration access
• Chat / sharing features

Delete User

6.1 Delete User

Click the Delete icon.

6.2 Important

• Deleting user removes login access
• Past activity remains in reports
• Recommended to Deactivate instead of Delete

How to Create / Invite New User

Navigation Path:
Sales Module → Settings →  User → Users

The system includes a user invitation flow that allows a business owner or admin to add users to their business by sending an invitation to their email address along with an assigned role. After the invitation is sent, the system checks whether the email is already registered on the platform. If the user is already registered, they can log in and directly access the business with permissions based on their assigned role. If the user is not registered, they must first create an account using the invitation link sent to their email. Once the registration is completed, the system links the account to the invitation and grants the user access to the business according to the assigned role.

2.1.1 Step 1: Go to

Settings → Users

You will see:

• Users tab
• Roles tab
• Invite New User button

Click + Invite New User.

2.1.2 Step 2: Invite User

A popup will open.

2.1.3 Fill Required Details

Field — Description

Send To — Enter user’s email
Select Branch — Choose one or multiple branches
Select Role — Assign role

Click:

• Send Invite
  or
• Save as Draft

What Happens After Sending an Invitation?

• User receives email invitation
• Status shows as Pending (in Invited Users section)
• Once accepted → user becomes Active

User Management Guidance Under –  Wortal

User management allows you to:

• Add team members
• Assign roles
• Give branch-wise access
• Control permissions
• Activate / Deactivate users