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
2. 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.
4. Enter a Biztory ID
This ID can only be set once
User ID: Name display under User Info
5. Enter the name
6. Enter the email
7. Enter the phone
8. Enter a new password
Users can change their password by editing it after logging in
9. Confirm the password
10. Choose role(s)
Assign one or more role to your user to control the accessibility
11. Choose report permission(s)
Assign one or more permission to your user. By default, Admin will have all the access to these permissions.
12. Choose other permission(s)
Assign one or more permission to your user. By default, Admin will have all the access to these permissions.
13. Select a read-only permission
Read-only user will not have permission to save any changes in the system
14. Select a sharing view permission
User will be able to view others' document
15. Choose the option to Subscribe to Sales Target Email
This lets users receive emails about their sales target
16. Choose the option to Subscribe to Performance Digest
This lets users receive emails about your company performance
17. Select your preferred language
18. Select your branches
19. Set the Sales Target
This lets users receive emails about their target
20. Click on Save
Related Guides on Creating New Users and Setting Roles for Users
- For more information on roles & permissions, please refer to: Role & Permissions
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