The more the easier. Get help to your employees or accountant, add them as users and set their roles to help you on your finances and transactions.
Adding Users
To add users:
- Go to Navigation Panel > Company Setup > Users.
- Click Add New User button.
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Fill in the required fields ( * ),
- Enter the name and contact details of the user.
- Select the Role.
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Select the Branch where the user is.
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Upload the user's digital signature to be used for check printing.
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Click Add New User.
An email will be sent to the user containing the username and password to gain access to the system.
Editing Users
To edit users:
note: Administrator cannot be edited.
- Click the table row of the user you wish to edit.
- After updating, click Save Changes.
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If you want to change the password of the user, click Save & Reset Password, an email will be sent to the user containing
the username and the new password.
- Click Force Logout to remotely logout the selected user.
Deleting Users
To delete users:
note: Administrator cannot be deleted.
- Click the
icon.
- A pop up window will appear to confirm the deletion. Click OK.
Adding Roles
To add roles, follow the steps below:
- Go to Navigation Panel > Company Setup > Roles.
- Click Add New Role button.
- Enter the name of the role.
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Select the Role Type,
- Choose Regular, for a regular or normal user.
- Choose Branch, for user that can only access the Sales Retail and Sales Order.
- Choose Customer, for customers that can only access Sales Order.
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Select the actions that the role can access in every module.
You can select by individual actions per module or by whole module.
- Check All Functions to select all the modules.
- Click Add New Role to save.
Changing Role Access
To change role access:
- Click the table row of the selected role.
- You may change the Role Name and Role Type.
- Update the actions that the role can access.
Deleting Roles
To delete roles:
- Click the icon.
- A pop up window will appear to confirm the deletion. Click OK.