Adding new user to issue invoices

[Asimirza]

HI Manager Team,

I need guidance on the procedure to add a new user in the accounting software for issuing invoices as per ZATCA Phase 2.

Previously, we used the zatca.egs link to register a device. After generating the OTP from the Fatoora system, what are the exact next steps to complete the setup and enable invoicing for the new user?

It’s possible this was already discussed in the forum and I may have missed it—any advice or reference would be appreciated.

[Asimirza]

@Mabaega Need your expert advice …

[Ealfardan]

Hello @Asimirza,

This is the link to the new process.

It works the same as before except that it now uses Extensions instead of Relays – which is just a technical detail.

ZATCA e-Invoice Phase II Extension for Manager.io

Announcement: Zatca Extension Update - v25.11.22.0003 The Zatca Extension has been updated with a new feature that allows you to batch update all QR codes, covering both Phase I and Phase II invoices. Critical Warning – Read Before Proceeding This operation will update QR codes for multiple invoices at once. Phase I Invoices: New QR codes will be generated based on the current invoice data. Phase II Invoices (CLEARED/REPORTED): QR codes will be replaced with stored ZA…

[Asimirza]

HI @Ealfardan Thanks for the response. My phase 2 invoices are working fine for administrator,. I want to add new user to generate the invoices.

[Ealfardan]

Unfortunately, for submission, it has to be an administrator.

However, for reporting, you can follow this:

@Mabaega

If you want a restricted user to be able to report invoices, make sure they have at least the minimum access permissions as shown in the reference image.

[Asimirza]

Hi @Ealfardan Already with one PC I can issue invoices as per Zatca Ph II. Can you guide be to add a user (who has all the priviliges as admin) to report invoices. I want to know how to add an extra user/device.

[Ealfardan]

That’s not possible for the clearing process.

[Charlotte]

To issue invoices under ZATCA Phase 2, you do not add users per device anymore.

Each device or user must be registered through the ZATCA Extension. After generating the OTP from Fatoora, complete the onboarding inside the ZATCA Extension to obtain the compliance certificates. Once the extension is activated and linked, invoicing works automatically for that setup.

Permissions are handled inside Manager, while ZATCA registration is handled per extension, not per user.

[Asimirza]

HI - can you provide the detail procedure. Actually with admin account I am able generate Ph2 invoices with my Laptop, I want to use the same admin account and generate the invoice through my desktop.