Manager: run Operations and manage people
Read your branch overview, distinguish direct Customers from Distributor branches, and create accounts with only the needed privileges.
Know these words first
- Direct Customer
- A Customer assigned directly to your Manager account.
- Distributor branch
- A Distributor and Customers assigned below that Distributor.
- Privilege
- Permission to perform one named kind of work.
Step-by-step
Open Operations and read the overview
Open Menu, then Operations. Confirm that the heading identifies a Manager workspace. Review direct Customers, Distributor branches, sales, and finance warnings before acting.
- Refresh at the start of a shift.
- Open detail behind a total; a dashboard number is not proof that money moved.
Understand ownership
Direct Customers belong to your Manager account. Distributor Customers belong to a branch below you. Ownership controls which negotiated sales are allowed.
- Use hierarchy or branch detail to confirm the owner.
- Correct ownership before recording a sale.
Create the correct account type
Use Create Customer for a platform user. Use Create Distributor only for staff who will serve assigned Customers. Enter a unique username, email, and private initial password.
- Check that the person does not already have an account.
- Ask the new user to change the initial password.
Grant the minimum Distributor privileges
Enable only expected work, such as creating Customers or selling an allowed product. Review commission and Token wholesale terms separately.
- A Distributor cannot run P2P or mint/burn Rupal.
- Commission does not reduce capital owed upward.
Verify and review daily
Search the saved account and confirm role, owner, status, and privileges. At day end, review direct obligations, Distributor collections, forwarded amounts, and P2P items when enabled.
- Use suspension when access must stop.
- Do not delete an account to hide an unresolved obligation.