Setting Up Users

On the Main Navigation:

1. Go to “Setting” menu.
2. Click on Security Shell
3. Click on Users.  

4. To add a User, click on “Add New” button.

5. A new window will open.

Fill out the required fields such as:

• Name
• Email Address
• Password
• Re-type Password

Select on the dropdown list for:

• Role
• Default Project

Click on toggle buttons if the User is an Administrator and/or you will Allow edit receiving after quickbook.

Click on toggle buttons to allow access to specific Outlet/s.

Note: If you choose to make the user as an Admin, automatically, the user will have access to all outlets.

6. After all the required fields have been filled out, click on “Save” button.

7. To edit a User, click on the “Edit” icon of the specific user you want to update details. 

8. A new window will open. Update the necessary details.

9. Click on “Update” button to save the changes.

10. To delete a User, click on the “Delete” icon of the specific user you want to delete.