1. Open the Users Page
Log in to the Okya Admin Panel.
In the left sidebar, click Users.
The Users list appears, showing all existing users with their name, email, role, and invitation status.
2. Start a New Invitation
Click the New User button in the top-right corner of the Users page.
The New User form opens.
3. Fill In the User Details
Complete the following fields:
Field | Required | Description |
First Name | Yes | The user's first name. |
Last Name | Yes | The user's last name. |
Yes | The user's email address. Must be unique within your organization. | |
Role | Yes | For a full breakdown of each role and what they can access, see [Understanding User Roles and Permissions] |
Store | Yes (for store roles) | Select the store this user belongs to. This field appears when you choose a store-level role (Store Admin or Store Staff). |
4. Save
After filling in all required fields, click Save.
The user account is created immediately and you are redirected back to the Users list.
The system also sends an invitation email to the address you entered, but the user does not need to accept the invitation to use the POS. Accepting the invitation is only required if the user needs to log in to the Okya Admin Panel (dashboard).
5. Accepting the Invitation (Optional)
The invitation email is only relevant for users who need access to the Okya Admin Panel. If the user will only work on the POS, you can skip this step entirely.
If the user does need dashboard access:
They click the Accept Invitation link in the email.
They set a password for their account.
Once accepted, they can log in to the Okya Admin Panel.
6. Resending an Invitation
If the user needs dashboard access but did not receive the email or the invitation expired:
Go to Users in the sidebar.
Click on the user's name to open their profile.
Click the More Actions menu and select Resend Invitation.
A new invitation email is sent to the same address.