Users and Their Permissions
Users
The User accounts are majorly connected with its subscription users. and you are allowed to create users based on the package that you subscribed. If you are looking extra users. checkout our extra users from the subscription page and buy it based on your needs. And also you can check with us to create pack with more users and grant it for you.
To create Users, go to Setup > Users &Void > Users > Add New
Permissions
We can't grant full permission to all the users in our system. We need to restrict some permission and prevent them checking some pages. and based on the roles, they should work on it. So here we have list of modules available with the pack, which you purchased, simply check and uncheck the permissions based on the user level.
Edit Users
You can modify some features with User level by editing it. But some points like resetting of password, and changing of language, themes, colors, all are granted to that specific users only. You can edit and modify from this page.
Forget Password
Suppose if an user has not remember his password, or forget after his first login password change, He has to use the forget password page to rest it. In order to use that page, he needs to have good and working email to restore the password. otherwise knock our support, we will help you on resetting the password.
Delete and Inactive
If an employee left his job and he has made some entries in our system, we cant delete that user. instead of that, we need to inactivate him/her login, which will also exclude from the billing on next month onwards(reseller plan). We need to retain the users for audit trail purpose. so we are not allowing to delete the user who made entries in the system. If you remove the financial year, might be their entries erased, and than you can remove that users.
User Roles
There are 3 major roles in the system. Which are helpful to classify the users based on these roles. Let's see the roles.
- Super Admin
- Admin
- User
Let's see the roles and its capabilities in detail.
Super Admin
The Top user, and the user owns the company to navigate any page from his subscribed Pack/Plan. He can have the control of the company. Super admin user is the default user of the company. and other users can be created. Super admin holds the privilege of
- Activate and Deactivate New and Existing add-ons and Additional Apps.
- Email templates control
- Branches and Departments creation and allow it to change it from any transaction screens
- Revaluation of Currencies.
- Close Financial year and Close GL dates
- Import & Export Data into the system.
For Reseller Super admin users, they can able to access the Company menu along with updating translations, Clear Transactions, Activate Registered Users , etc.
Admin
These users doesn't restricted with the Roles and Permissions, Admins can access to the pack permissions, but doesn't access the Super admin pages. But they can go to other than these permissions.
User
The Users are the entry level users, their permissions can be restricted based on their Roles and Permissions. They can be limited from the companies current active subscription.