🏢 Admin
My Business
My Business is where the Admin manages the organisation itself — adding branches, inviting and removing staff logins, and (for platform-level administrators only) overseeing every tenant on the platform.
📍 Menu path: Admin → My Business
👤 Who uses it: Admin only — always available to the Admin role regardless of plan tier, when multi-tenant/multi-branch mode is on
Overview
This page only appears with content when multi-tenant/multi-branch mode is enabled for your installation; on a single-store installation with multi-tenant mode off, it shows a simple "Multi-tenant mode is off" message instead.
A header card summarises your organisation name, its plan, and two usage meters — Branches used vs. your plan's branch limit, and Users used vs. your plan's user limit — each meter turning amber near 70% and red near 90% of the limit.
Below the header are up to three tabs: Branches and Users for everyday organisation management, and — only if your account is a platform-level administrator with no tenant of its own — an All Tenants tab for overseeing every customer organisation on the platform.
Before You Start
- Multi-tenant mode must be enabled on this installation, or this page shows only an informational message.
- This page is always available to the Admin role — it is marked "adminAlwaysOn" and is not gated by plan tier the way most Admin-section pages are.
- Adding branches or users beyond your plan's limits is blocked client-side once you reach the meter's maximum (the Add Branch / Invite User button is disabled and relabelled "…limit reached").
Step-by-Step Guide
1 Add a new branch
- Open the Branches tab.
- Click Add Branch (disabled once you have reached your plan's branch limit).
- Enter the Branch Name (e.g. "Main Store") and a short, unique Branch Code (e.g. "MAIN") — the code is auto-uppercased as you type.
- Click Add Branch to save. The new branch appears in the table with an Active status badge.
2 Invite a new staff user
- Open the Users tab and click Invite User (disabled at your plan's user limit).
- Enter the Full Name, a Phone Number (this becomes their login ID), and a temporary Password (minimum 6 characters).
- Choose a Role: Admin, Manager, or Cashier.
- If the role is not Admin and you have more than one branch, tick which branches this user should have access to under Branch Access — leave every box unticked to grant access to all branches.
- Click Invite User to create the login.
💡 Admin-role users always have access to every branch and the Branch Access picker does not apply to them.
3 Remove a user
- In the Users table, click Remove on the row for the user you want to revoke.
- Confirm the prompt — this immediately deactivates that person's login.
4 Platform admin: oversee all tenants (platform-level accounts only)
This tab is only visible to accounts that are platform administrators (i.e. not tied to a single tenant) and is not part of a normal shop owner's experience.
- Open the All Tenants tab to see summary stat cards: Total Tenants, Active, Suspended, and Total Branches across the whole platform.
- Review the tenants table for each organisation's branch, user, product, customer and sales counts, along with its Active/Suspended status.
- Click Suspend or Activate on a tenant row to toggle whether that organisation can currently use the platform, after confirming the prompt.
Every Field & Button, Explained
| Field / Button | What it does |
|---|---|
Organisation header card | Shows your business name, its plan badge, and usage meters for Branches and Users against your plan's limits. |
Branch Name / Code | Required fields when adding a branch; the code is a short unique identifier, auto-uppercased. |
Branch status badge | Active (green) or Inactive (red) indicator per branch row. |
Full Name / Phone Number / Password | Required fields when inviting a user; phone number doubles as the login ID and password must be at least 6 characters. |
Role (Admin / Manager / Cashier) | Determines the user's permission level; Admins automatically get all-branch access. |
Branch Access checkboxes | Optional per-branch access restriction for Manager/Cashier users — leaving all boxes empty grants access to every branch. |
User status badge | Active (green) or Inactive (red) indicator per user row. |
Remove (user action) | Deactivates a user's login after a confirmation prompt. |
All Tenants stat cards | Platform-wide counts: Total Tenants, Active tenants, Suspended tenants, and Total Branches summed across every tenant. |
Suspend / Activate (tenant action) | Toggles whether a given tenant organisation can currently access the platform; visible only to platform administrators. |
Tips & Best Practices
- Give each branch a short, memorable code — it shows up throughout reports and exports wherever branch identification is needed.
- When inviting Cashier or Manager users for a multi-branch business, always set Branch Access explicitly rather than leaving it open to all branches, unless that is genuinely intended.
- Keep an eye on the Branches/Users usage meters — once they turn red you are close to your plan's limit and should consider upgrading before you are blocked from adding more.
Troubleshooting & FAQ
This page just shows "Multi-tenant mode is off".
Your installation has multi-tenant/multi-branch mode disabled. This is a deployment-level setting, not something changeable from this page — contact support if you need multi-branch support enabled.
The Add Branch / Invite User button is disabled.
You have reached your plan's branch or user limit, shown in the usage meter on the header card. Remove an unused branch/user, or upgrade your plan to raise the limit.
A new Cashier can't see any branches after being invited.
Check that at least one branch was ticked under Branch Access when the user was invited — an empty selection is supposed to mean "all branches", but if none exist yet for your organisation there is nothing to grant access to.
Why do I see an "All Tenants" tab that other admins don't?
That tab only appears for platform-level administrator accounts that are not tied to a single tenant — it is not part of the standard shop-owner Admin experience.