This session will show you a few important settings you need to put in place to get started.
Let's take these items one by one;
This allows you to add more than one user to your company account or branch. The following steps apply to adding a new user;
Assign Role to Users:
After creating Users, roles should be assigned to limit user access to only the intended departments or branches in your company. The following steps apply to assigning roles to users;
If your company has more then one branch, you can add the other branches also. The following steps apply to creating or adding new branches;
Add Users to Branches:
When you have more than one branch, it is important to add your staff to their appropriate branches to give them the right access. The following steps apply to adding users to branches;
This action allows you to delete a branch you have already created. The following steps apply to deleting a branch;
This action allows you to make changes to a branch you have already created. The following steps apply to editing a branch;
Allow Access After Working Hours:
This action enables you to allow access after working hours to staff. The following steps apply to giving a staff access after working hours;
You can change your password to another one when you wish to. The following step apply to changing of password;
Note: If you create a new user without assigning a role to he/she can be able to login but cannot be able to access the modules of the software. All users must first be assigned the role 'Users' when registering the User.
-Add two users and Braches to your company and assign each user to a branch. -Assign roles to users