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Set Up Users and Permissions

Administrators can create new users, limit data access by branch or department, and assign roles based on each user responsibility.

Add a Branch​

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  1. Go to Branch Management.
  2. Select Add Branch.
  3. Enter the branch information and click Save.

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Permissions​

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  1. Open the Roles & Permissions tab.
  2. Click Add New if your business needs a custom role.
  3. Enter a name and assign the permissions that match the tasks of the user group.
  4. Click Save to finish.

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Create a User​

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  1. Go to System Settings > Permissions & Users.
  2. On the Users tab, click Add New.
  3. Enter the user information.
  4. If the user is a company administrator, turn on Company Admin.
  5. Select a Branch / Department if you want to limit the user data access.
  6. Select the appropriate role.
  7. Click Save to finish.

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Next Steps​

Once you have enough users in the system, you can start Configuring Processing Flows to process invoices.