As businesses scale, managing operations through a single merchant login can quickly become inefficient and risky. Teams often work across multiple functions such as sales, finance, customer service, and technical support, each requiring different levels of access and responsibility. To address this, Foloosi provides a Sub User feature within the Merchant Panel.
This feature allows merchants to create dedicated user accounts for team members with customized, role-based permissions. Instead of sharing one main login among multiple employees, businesses can assign individual access levels based on job roles. This approach enhances security, reduces operational confusion, and ensures better control over business activities across departments and branches.
In this guide, we will walk through the step-by-step process of creating a sub user and explore how businesses can effectively utilize this in their day-to-day operations.
Sign in to your merchant dashboard using your registered credentials.( https://merchant.foloosi.com/login )
After entering the dashboard, look at the left-side menu panel where different management sections are listed. Navigate to the Sub Users option available in the menu. Once you click on
Inside the Sub Users section, click on the Add New Sub User button. This will open a new form where the details of the employee or staff member need to be entered.
The form is designed to collect all the required information needed to create a secure and role-based sub user account. Merchants can customize access permissions depending on the employee’s responsibilities within the business.
In this step, you need to provide the basic information of the sub user. The details entered here will be associated with the newly created account.
All entered information should be reviewed carefully before moving to the next step.
Once the personal details are added, you need to select the appropriate User Type based on the employee’s work responsibility.
The available user types include:
( If you choose the Normal user type, you will also need to select a User Role in the next step to define their operational responsibilities within the system )
After selecting the user type, you will need to choose the operational role of the sub user.
The available roles include:
Note - While creating an account, businesses can also create multiple Branch Owner accounts. Each Branch Owner can monitor the sales activities of the Sales Persons assigned under their branch. Branch Owner can add and manage Sales Person accounts under their assigned branch. Branch Owner can view and monitor all transactions performed by their Sales Persons, whereas Sales Persons cannot view the transactions of other users. Accountant role can be accessed to all business transactions based on the assigned permissions.
In this section, create a secure password for the sub user account. The password will allow the user to log in to the Merchant Panel based on the permissions assigned.
One of the most important parts of creating a sub user is assigning permissions. Permissions determine which sections and features the sub user can access inside the Merchant Panel.
Available permissions include:
Permissions - Each permission controls what a sub user can access and manage inside the Foloosi Merchant Panel. When you select a permission, that feature will become visible and available for the sub user based on the access you assign.
Sales - Gives access to view and manage sales activities. The sub user can track sales performance, view completed transactions, and monitor daily business revenue.
Transaction - Allows the sub user to view and manage payment transactions. They can check payment status, transaction history, and details of all incoming and outgoing payments.
Customers - Enables access to customer information. The sub user can view customer profiles, purchase history, and manage customer-related records.
Generate QR Code - Allows the sub user to create and manage QR codes for accepting payments. When enabled, they can generate QR codes for different payment needs.
Payment Links - Provides access to create and share payment links. The sub user can generate links and send them to customers to collect payments easily.
Products - Gives permission to manage product listings. The sub user can add, edit, or view products available for sale in the system.
Subscription - Allows access to subscription management. The sub user can view, create, and manage recurring payment subscriptions.
Invoices - Enables invoice management. The sub user can create, view, and manage invoices for customers and track invoice payments.
Once everything is verified, click on the Save button to create the sub user account successfully. The newly created user can now log in to the Merchant Panel using the provided credentials and access only the sections assigned by the merchant.
Once the main user creates sub users, each sub user has a unique option to generate a Profile QR (static QR). As the main merchant, you can view and unlink the profile QR codes of all sub users after they are created. If a sub user has not created their Profile QR, merchants can also create it from their side. The Dynamic QR option is managed by the main merchant through the permissions assigned to each sub user.
Open the Foloosi Merchant App and sign in using your merchant credentials to access your dashboard.
From the main screen, tap on the More button to view additional menu options.
Select Sub User from the menu and navigate to the Sub User management page.
Tap on the Add Sub User option to start creating a new user account.
In this step, you need to provide the basic information of the sub user. The details entered here will be associated with the newly created account.
All entered information should be reviewed carefully before moving to the next step.
Once the personal details are added, you need to select the appropriate User Type based on the employee’s work responsibility.
The available user types include:
Choosing the correct user type helps businesses organize users properly within the Merchant Panel.
After selecting the user type, you will need to choose the operational role of the sub user.
The available roles include:
Assigning roles properly improves workflow management and helps businesses control responsibilities more efficiently.
In this section, create a secure password for the sub user account. The password will allow the user to log in to the Merchant Panel based on the permissions assigned.
One of the most important parts of creating a sub user is assigning permissions. Permissions determine which sections and features the sub user can access inside the Merchant Panel.
Available permissions include:
Once everything is verified, click on the Save button to create the sub user account successfully. The newly created user can now log in to the Merchant Panel using the provided credentials and access only the sections assigned by the merchant.
The Sub User feature in Foloosi Merchant Panel is a powerful tool for managing teams efficiently and securely. It allows businesses to create structured access for employees, reduce operational confusion, and improve overall control of business activities.
By using role-based permissions and centralized monitoring, merchants can ensure smoother operations, stronger security, and better scalability as their business grows.
