How to Configure Tijarah360 for Partner-Managed Businesses

Step 1: Create User Profiles for Partners

1. Navigate to the Users section in Tijarah360.
2. Click Create New User and fill in the partner's details.
3. Assign a role that fits their responsibilities:
   • Admin: Full access to all modules.
   • Manager: Limited to specific operations.

Step 2: Assign Location-Specific Access

1. If partners manage separate locations, assign them to their respective branches in the Locations field.
2. Ensure they only have access to data and operations relevant to their location.

Step 3: Customize Permissions

1. Use the Roles & Permissions section to fine-tune what each partner can access.
2. Allow or restrict access to:
   • Financial reports
   • Inventory management
   • Customer insights

Step 4: Share Access to Financial Reports

1. Go to the Reports section and generate specific reports (e.g., P&L, inventory, sales).
2. Share these reports with partners for regular updates on business performance.

Example Use Case for Partner-Managed Businesses

Scenario:

• You run a restaurant chain with two branches, managed by two partners:
  • Partner A handles inventory and supplier management.
  • Partner B oversees sales and customer experience.

Configuration:

1. Partner A:

   • Role: Inventory Manager
   • Access: Inventory, vendors, and purchase orders
   • Location: Riyadh Branch

2. Partner B:

   • Role: Sales Manager
   • Access: Sales reports, customer billing, and promotions
   • Location: Jeddah Branch

Outcome:

Both partners can independently manage their responsibilities while having transparency into overall business performance.

Benefits of Using Tijarah360 for Partner-Managed Businesses

1. Enhanced Collaboration:

   • Partners can work together efficiently using a centralized platform.

2. Transparency:

   • Real-time insights and activity logs ensure transparency in operations and financials.

3. Customizable Access:

   • Ensure each partner has access only to the areas they manage, reducing conflicts or errors.

4. Streamlined Operations:

   • Simplify management by automating tasks like reporting, billing, and inventory tracking.

FAQs

Q: Can partners have equal access to all modules?

Yes, you can assign Admin roles to partners to grant full access, or you can create custom roles based on their responsibilities.

Q: Can partners access the system from different locations?

Yes, Tijarah360 is cloud-based, allowing partners to log in and manage operations remotely.

Q: How does Tijarah360 ensure accountability among partners?

Activity logs and role-based permissions track actions performed by each partner, ensuring transparency and accountability.