Users and permissions
The Users tab is where you add the people in your firm, edit their details, and decide what each of them can do. It is visible to anyone allowed to manage at least one user.
Open the tab
- Open Settings in the sidebar.
- Pick Users.
The tab shows a table of the users you manage, with columns for Name, Username, Role, Can Add Users, and an Edit user action.
Add a user
- Click + Add User in the top-right. The Add User form opens with two tabs: User Profile and Permissions.
- Fill in the user's profile (first name, last name, role, and how many users they can themselves manage).
- Switch to Permissions and pick what they are allowed to do.
- Click Create User.
A User Created confirmation appears showing the temporary credentials — Company, Username, and Password. Use Copy Credentials to share them. The password is shown only once. The user is asked to fill their personal details and change the password the first time they log in.
If you have already added the maximum number of users you are allowed, + Add User is disabled. Remove a user to free up a slot.
Edit a user
- Click the pencil icon on a row. The Edit User form opens with four tabs:
- User Profile — name, role, and how many users they can manage.
- Permissions — what they are allowed to do, and which records they can see.
- Personal Details — email, address, Aadhaar, PAN, and any additional notes.
- Delete — remove the user (see below).
- Make your changes and click Save Changes.
Delete a user
- Open the user and switch to the Delete tab.
- Type the username exactly as shown to confirm. You can use the Copy shortcut next to the username.
- Click Delete User Permanently.
The user is logged out immediately and cannot log in again. The action cannot be undone, but the deleted user is preserved read-only and remains visible under View Deleted Users.
View deleted users
Click View Deleted Users in the top-right to open the Archived Users list. Each entry shows the user's name, username, role, and termination date. Click the eye icon on a row to inspect their profile, permissions, and personal details.
Dashboard & report permissions
Reports now live on the dashboard, so their permissions sit under the Dashboard category alongside the overview-widget permissions. Open Dashboard is the master gate — every dashboard tab, overview widget, and detailed report requires it.
The detailed reports each have their own permission. A user only sees a report block once they hold both Open Dashboard and that report's permission:
| Permission | What it unlocks |
|---|---|
| Open Dashboard | Unlocks the dashboard page. Required for every overview widget and detailed report below. |
| Sales Report (detailed) | The detailed sales report under the Sales tab — conversion funnel, cycle-time, status breakdown, and PDF. |
| Customer Report (detailed) | The detailed report under the Customers tab — per-customer breakdowns, product analysis, party-expense analytics, and PDF. |
| Product Report (detailed) | The Product tab — top-selling products, product-wise revenue, margins, stock movement, and PDF. |
| Supply Chain Report (detailed) | The detailed report under the Inventory & Supply Chain tab — arrivals vs dispatches, FIFO profit/loss, pending pipeline, and PDF. |
| Procurement Report (detailed) | The Procurement tab — vendor scorecards, fulfilment and response rates, spend breakdowns, and PDF. |
| HR Report (detailed) | The HR tab — staff scoring, attendance summaries, edit-churn and turnaround metrics, and PDF. |
Each of these depends on Open Dashboard, and each one now controls a whole dashboard tab (the snapshot and the deep report are merged into one view, so a single permission unlocks the tab). The older overview-widget permissions in the same category (Order Value, Pending, Total Enquiries, Customers, Inventory) still fine-tune which figures appear inside a tab — for example, Order Value governs whether revenue figures are shown to that user.
AI permissions
The AI category controls who can use the AI Inbox and its actions. It only appears once AI features are enabled for your firm. Most actions hang off one master gate — View AI Inbox — so a person who cannot see the inbox cannot approve, ignore, or re-run anything.
| Permission | What it unlocks | Depends on |
|---|---|---|
| View AI Inbox | Opens the AI Inbox and lets the user read every email the AI classified and drafted. Read-only on its own — the user can look but not action anything. | — |
| Manage AI Settings | Opens AI Settings and lets the user change them — connect/remove the listening inbox, set the fallback product, the AI Controls toggles, the browser-extension page, and the blacklisted-senders list. Firm-wide impact. | — |
| Approve as Enquiry | Lets the user turn a staged enquiry into a real enquiry draft (or straight into the Enquiry Bank). | View AI Inbox |
| Approve as Supplier Quotation | Lets the user approve a staged supplier quotation — opens the procurement fill-quotation form pre-filled with the quoted rates (saving it there still needs the procurement Fill Quotation on Behalf of Vendor right). | View AI Inbox |
| Approve as Sales Order | Lets the user turn a staged sales order into a draft (or the Enquiry Bank), flagged as an order. | View AI Inbox |
| Ignore AI Email | Lets the user drop an email the AI is processing and stop the inbox from ever re-fetching it. | View AI Inbox |
| Re-run AI on Email | Lets the user re-run the AI on an already-processed email (a staged document or a logged error). | View AI Inbox |
| Clip to AI Inbox via Browser Extension | Lets the user push pages clipped with the Intigra browser extension into the AI Inbox. When off, their extension can still log in but every clip is rejected. Independent of inbox access, so a field clipper need not be able to review what they send. | — |
Every approval re-validates each customer, contact, product, and RFQ reference on the server before anything enters your real records — a wrong match is surfaced, never blindly trusted.
Common questions
Why is the Users tab not visible for me?
The tab is hidden when you are not allowed to manage any users. Ask your administrator.
Why is + Add User disabled?
You have reached your user-add limit. Remove a user to add a new one, or ask whoever set up your account to raise the limit.
How do I take permissions away from someone?
Open the user, switch to Permissions, untick the relevant items, and click Save Changes.