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Session 2 -Account setup

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;

New user-This allows you to add more than one user to your company account or branch. The following steps apply to adding a new user;

  1. Login on
  2. Click on 'Admin'.
  3. Select 'New User' from the drop down.
  4. Select the role as 'User'.
  5. Click on 'Register'.

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;

  1. Login on
  2. Click on 'Admin'.
  3. Select 'Company Users' from the drop down.
  4. Click onĀ  ' Assign Role To Users'.
  5. Select the User and the Role.
  6. Click on 'Create'.

New Branch- If your company has more then one branch, you can add the other branches also. To add a New Branch click on 'New Branch', register the new branch and click on create.

Assign Branch to Users- When you have more than one branch, it is important to assign branch(es) to your users. To assign Branch to Users click on 'Branches' go to the desired branch and click on 'Add New User' select the user and click on create. Other setups are clearly explained and shown in this session video.

Branch Settings- This will enable you to carry out your basic account, invoice setup. You can as well enable call memo, message logging, birthday emails and many others. To carry out Branch Settings click on 'Branch Settings', type and select the necessary options then click on 'save'.

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


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