Learn how to create and manage user accounts in ServX Pro.
Creating a New User
- Navigate to Administration → Users
- Click "New User"
- Enter user details (name, email, phone)
- Set username and temporary password
- Assign a role (determines permissions)
- Select accessible branches/locations
- Configure additional settings
- Click "Save" to create the user
User Information Fields
Basic Information
- Full Name - Display name
- Email - For login and notifications
- Phone - Contact number
- Employee ID - Internal reference
Login Credentials
- Username - Unique login ID
- Password - Secure password
- PIN - For POS quick login
- 2FA - Two-factor authentication
Access Settings
- Role - Permission template
- Branches - Accessible locations
- Warehouses - Stock access
- POS Terminals - Register access
Status
- Active - Can log in
- Inactive - Cannot log in
- Locked - Temporarily blocked
- Last Login - Activity tracking
User Actions
Reset Password
Send a password reset link or set a new temporary password.
Unlock Account
Unlock accounts locked due to failed login attempts.
Deactivate User
Disable login access while preserving user history.
View Activity Log
See user's login history and actions performed.
Tips
- Use roles to manage permissions efficiently
- Require strong passwords for security
- Deactivate users instead of deleting to preserve history