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Create New User

Create New User

 

You can create new users to restrict access rights for these new users. You can hide the selected columns for each user.

For example, you might restrict the cashier to only access sales related screens, whereas the purchasing department to only purchase related screens. The management information, general ledger reports should be allowed for the top management personnel only.

Also, the users here are for logging into the company from the starting menu screen.

You can select New to create a User Name and short Description for each user, and then enter a password and the same password under the Confirm Password field.

1.    Tick the selected boxes to allow access for the selected user. Untick the option to hide that column [see below]

2.    Use these shortcuts to tick/untick all checkboxes in the selected column

3.    Click on New and the cursor will move over to the User Name field to enter the details of the new user.

 

Note: The password can be numbers or letters. It is not case-sensitive (i.e. using capital or small letters will work).

 

Example:

Create a new user Allen and untick the Transactions column for all modules for this user.

Login into the company using the user name Allen

1.    User Name: Allen

The Transactions column will be hidden for all modules [see below]


 

Cannot disable settings for the user Manager

You cannot disable settings for the user “Manager”, otherwise if you disable the Admin Tools module then your settings are unaccessible.

Example:

Untick all boxes for the user Manager and then select Save.

When you go back, the checkboxes are still ticked for the user “Manager”.