Can a customer log in to see their own bookings and invoices?

Yes. Add a user with the Customer role for them. Which screens the Customer role sees should be confirmed on your own company before you share the login.

How do I remove a user who left?

Edit the user and switch Is Active off. Their name stays on the bookings and payments they created. Delete only if the login was created by mistake.

Docs · Settings and users · How-to

Add users and assign roles

You will have a login for each person on your team, each with a Role, and you will know how to reset a password or switch someone off when they leave.

Open NShine ERP All docs

The Users screen lists every login for your company. Each user has a Full Name, Email, Role, Gender, Address and an Is Active flag. Everything a user creates in the app is stamped with their name (Created by on bookings, for example), so give every person their own login rather than sharing one.

Drivers do not need a user here to use the mobile app; they log in with an OTP on their phone number. Users are for office staff and customers who log in to the web app.

Before You Start

The person’s email address, which is their login name.
The Role you want to give them. The list of roles is shown in the Role dropdown; Customer is one of them.
Your own user has a role that can manage users; if the Add button is missing, ask the account owner.

Steps

Open Users from the main menu and click Add.
Enter Full Name and Email. The email is the login and the address password resets go to.
Choose the Role. Pick the narrowest role that lets the person do their job. Customer logins should only ever get the Customer role.
Fill Gender and Address if you keep them, and leave Is Active on.
Save, then use the key action on the new row to set the first password. Share it with the person privately and ask them to change it after the first login.
To edit a user later, use the edit action on the row; to remove access, switch Is Active off rather than deleting. Deleting removes the account; switching off keeps the user’s name on the records they created.

Fields On This Screen

Field	What to enter	Required
Full Name	The person’s name as it should appear on records	Yes
Email	Login name and reset address	Yes
Role	What the user may see and do, for example Customer	Yes
Gender	Optional profile detail	No
Address	Optional profile detail	No
Is Active	On for a working login; off to block access	Yes

What This Changes

The person can sign in at app.nshineerp.com with the email and the password you set.
Records they create show their name in Created by / Approved by.
A Customer-role user sees only what that role allows; the exact screens per role are not listed in the inventory, so test with a trial login before you hand it over.

Tips

Create a separate login for your accountant or auditor and switch it off when the work is done.
Review the Users list each quarter: anyone who has left should be Is Active off.
The key action is also the way to help a user who has forgotten their password.

Frequently asked questions

Need Help?

Chat with the NShine ERP support team on WhatsApp at +91 79950 87755, or ask from inside the app. Last checked 9 November 2026 against app.nshineerp.com.