How to Add/Remove Access to Admin Panel for Ops Team

✅ Purpose:

To ensure only authorized team members can access the Admin Panel for operational tasks, while maintaining control and traceability of user permissions.

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🪜 Step-by-Step Process:

🟢 Step 1: When Adding Access

A. Receive Request

• Access request should come from:

  • Ops Manager

  • HR (as part of onboarding)

  • CEO

B. Verify User Info

Ensure you have:

• Full name

• Designation

• Official email ID (firstname.lastname@cashkr.com)

• Team (Ops / CX / Tech etc.)

C. Add User in Admin Panel

1. Go to Admin Panel → Settings → User Management

2. Click “Add New User”

3. Enter:

   • Name

   • Email ID

   • Phone (optional)

   • Role/Permission Level (e.g., Ops Executive, Read-only, Superadmin)

    

4. Click Create/Invite

🛡️ Always assign the least privilege role required for their tasks

🔴 Step 2: When Removing Access

A. Triggers for Removal:

• Employee exit

• Department change

• Role no longer requires access

• Security incident

B. Remove User

1. Go to Admin Panel → Settings → User Management

2. Search user by email or name

3. Click “Remove” or toggle status to Inactive

4. Confirm action

🧾 Step 3: Log the Change

Maintain an internal Access Tracker Sheet with:

Date	Action	User	Email	Role	By Whom	Reason
22/06	Added	John Shah	john.shah@cashkr.com	Ops Exec	HR	New hire

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🧠 Best Practices:

• Review access list monthly

• Never reuse credentials

• Admin access should be granted only to:

  • Ops Heads

  • Tech Team

  • Auditors (temporarily)