How To Create New User and Set Roles for Users?

Modified on Tue, 4 Feb at 5:08 PM

How To Create New User and Set Roles for Users?

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.



1. Select My Users

Select My Users



2. Click on Add New

Click on Add New



3. Choose to activate user

Active users are users that can login to system.

  • 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.

Choose to activate user



4. Enter a Biztory ID

This ID can only be set once

User ID: Name display under User Info

Enter a Biztory ID



5. Enter the name

Enter the name



6. Enter the email

Enter the email



7. Enter the phone

Enter the phone



8. Enter a new password

Users can change their password by editing it after logging in

Enter a new password



9. Confirm the password

Confirm the password



10. Choose role(s)

Assign one or more role to your user to control the accessibility

Choose role(s)



11. Choose report permission(s)

Assign one or more permission to your user. By default, Admin will have all the access to these permissions.

Choose report permission(s)



12. Choose other permission(s)

Assign one or more permission to your user. By default, Admin will have all the access to these permissions.

Choose other permission(s)



13. Select a read-only permission

Read-only user will not have permission to save any changes in the system

Select a read-only permission



14. Select a sharing view permission

User will be able to view others' document

Select a sharing view permission



15. Choose the option to Subscribe to Sales Target Email

This lets users receive emails about their sales target

Choose the option to Subscribe to Sales Target Email



16. Choose the option to Subscribe to Performance Digest

This lets users receive emails about your company performance

Choose the option to Subscribe to Performance Digest



17. Select your preferred language

Select your preferred language



18. Select your branches

Select your branches



19. Set the Sales Target

This lets users receive emails about their target

Set the Sales Target



20. Click on Save

Click on Save




Related Guides on Creating New Users and Setting Roles for Users


 


 

 

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