How to Add, Edit, and Delete Users in ChequeGuru

ChequeGuru supports multiple user logins with role-based access control. Admins have full access; Operators can be limited to specific screens — useful for a maker-checker workflow where one person enters cheques and another approves and prints.

1. 1. Open Users. Go to Admin → Users. Existing user accounts are listed.
2. 2. Add a new user. Click Add New User.
3. 3. Enter details. Fill in the full name, username (used at login), and a strong password.
4. 4. Assign a role. Choose Admin for full access to all screens, or Operator for restricted access.
5. 5. Set module permissions (Operator). For Operator accounts, use the permission checkboxes to allow or deny access to Setup, Reports, Admin panels, and individual transaction types.
6. 6. Save. Click Save. The user can now log in at the ChequeGuru login screen using the new credentials.
7. 7. Edit a user. Select the user row and click Edit to change name, password, or permissions.
8. 8. Disable a user. To temporarily block login without deleting the account, uncheck the Active checkbox and save.
9. 9. Delete a user. Select the user and click Delete to permanently remove the account.