How to create new user and set roles for users?

Modified on Fri, 3 Feb, 2023 at 2:35 PM

You can add a new user, set a password or select role for a user. Total number of users is depending on the plan you subscribe. Your plan is shown on the menu bar on top.

To add a new user

  1. Go to My Users from menu bar 

  2. Click Add New+ button. 

3. Enter the Biztory ID (this is use for login to Biztory)
    Biztory ID prefer use email address

  • Set a password for the user

    • user can change a password by edit it after login later

4. Set a role for the user 

5. Set Report permission or leave it blank

6. Select a language either in English or 中文

7. After create, click in Save button. 


  • Loginable: the user has a login ID and password to login Biztory to access to the features available

  • Non-Loginable: the users has no login ID and password, but can be used as a sales person role, where to record in the invoice.

* User ID: Name display under User Info





Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article