User Management

To manage users on ERP you need to be an Administrator with rights

(Administration: Settings).

On this platform you will be able to add, deactivate and edit users that can access or

control the system, *Applications determines the rights of the user. If the user is an

employee of the Company, please make sure you always set that right as if left

blank will block the user from accessing the system.

1. On your screen go to *Settings (top menu) if settings is hidden due to smaller

screen resolution, click on more to show hidden items.

2. Navigate to Users (Sub Menu on the left)

3. Select the user you wish to Edit or Deactivate:

4. If you are creating a new user, click on Create at the top-left of the page

5. Email address is needed and must be unique as this is the identifier.

6. Set Applications – these are user permissions or rights.

- Blank – No access to application or Document

- Own Leads / User – May view but may not edit or adjust configurations

and settings. On inventory, may not move or adjust stock quantities

- Manager – Has all the rights

available

- Employee – Must be either

Employee, Officer or Manager,

not Blank.

7. Preferences (TAB):

This tab is et for customisation, it sets

time zones for users, Email and

Notification settings, and User

Email Signature.

8. Point of Sale Tab: (Not Available on

Trader)

Sets the POS Pin and Barcode for

the user

9. When all this is done click on Change Password at the top to set your user login password.

10. Save.

To Deactivate a User, you will need to click on “Active” at the top right corner, to

toggle between Active and De-active.