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Find Users

With Payzli POS, you can easily add, update, find, and invite users. While adding users, you can assign them to one or more branches, giving them branch-specific roles with the right set of permissions.

User the search, filter, and sort functions to easily find the users.

Whether you are seeking users with specialized skills or expertise, or caught in a “tip-of-the-tongue” moment, our Search feature is at your service! Input keywords, and a list of users meeting your criteria will be at your fingertips. Happy searching!?

  1. Access Administration from the main menu of your Payzli POS account.
    • By default, you will land on the Users (employees) page, where you can view all existing users.
  2. Type partial or full name of users as keywords in the Search box and hit Enter.
  3. From the search results, click on the user you are looking for.

Filter Users

Filters help refine your search based on user role and branch. For instance, if you want to find all the managers in a branch, use the filter dropdown Manager and select the branch name from the Branch dropdown.

  1. Access Administration from the main menu of your Payzli POS account.
  2. By default, you’ll be landing on Users (employees) page.
  3. Click Filters to filter by:
    • Role:
      • Super Admin
      • Admin
      • Manager
      • Employee
      • Technician
    • Branch:
      • All
      • Branch name
  4. From the results, click on the user you were looking for.

You can sort the result in descending or ascending order.

View User Details

  1. Access Administration from the main navigation of your Payzli POS account.
    • By default, you’ll land on Users (employees) page, where you can view existing users.
  2. Click on a User to view their details categorised in different tabs:
    • Info (default): This tab shows the following:
      • Profile picture
      • Name
      • Role
      • Gender
      • Mobile
      • Email
      • Address
      • Associated Branch
    • Roles: This tab shows the associated branches and the user role in the given branch.
    • Permissions: This tab shows the users permissions.
    • Services: This tab lists the services offered by the user for the given branch.
    • Products: This tab shows the products offered by the user for the branch.
    • History: Audit trail of change.
      • Use Search, Filters, and Sort functions to narrow down the search results.
        • You can sort by All, Name, and Cost.
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