User Management

Manage Staff Access Without Compromising Security

Multiple team members need system access, but not everyone should see everything. Banquets CRM allows administrators to create user accounts, assign roles, and control access at branch level.

• Role-based and branch-based user access
• Secure login credentials for every user
• Complete visibility into user activity

Organization Admin Controls

Organization administrators manage all user-related settings and access rules.

User Account Creation

Create user accounts for managers, sales staff, event coordinators, operations, and finance teams.

User Profile Information

Store complete user details including name, email address, phone number, job title, and employment start date.

Branch Assignment

Assign each user to a specific branch, determining which data they can view and manage.

Login Credentials

Each user receives unique login credentials to ensure secure and accountable access.

Branch-Based Access Control

Access to data is restricted based on branch assignments.

Data Isolation

Users can only view and manage leads, customers, events, quotes, and invoices related to their branch.

Admin Override

Organization administrators have full visibility across all branches and users.

User Activity Tracking

• Login and logout tracking
• Detailed activity logs for accountability
• Management of active and inactive user accounts

Key Benefits

• Secure and controlled system access
• Clear accountability for user actions
• Scalable team and user management