Guidelines For Creating New User of Software and How to Manage Users Rights and Security of your data.
Types of User-Wise Security we are providing :
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Mainly we are providing 6 types of User-Wise Security!! As it is shown in the image below :
Step 1 : How To Create New User In The Software ??
- Open the software and Go to Utility –> User Management –> User Entry! Click on it!
Step 2 :
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Click on the Add Button to Add New User
Step 3 :
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Now, You Have To Fill Up The User Login Information !!
Step 4 : How To Select The Branch ??
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Now Here, You Have To Select The Branch Once You Select The Branch, Then The Data Of Only That Branch Will Be Shown To The User! You Can Also Set All Branch Rights to User.
Step 5 : How To Set the Default Branch ??
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Default Branch Use, Only If All Branch User Need Login In Some Default Branch
Step 6 : Why to Set Any Center ??
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Now, If you want Booking Center wise user show his data.
Step 7 :
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Set User Name and Create Use Role!
Step 8 : How to Create User-Role Template ??
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Now, Again go to the Utility, then User Management And in that there is an option “Role Template” Click on that!
Step 9 :
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After Completing Step 8, You can see the new pop-up Window in that, You have to give the Role Name of User and Select the Role Type !
Step 10 :
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Now, Copy the User Rights From Existing Role, If Somehow You had Select The Rights By Mistake Then You Can Change That From ‘User Rights’
How To Manage User Rights Particular Entry Wise ?
- Go To “USER MANAGEMENT –> USER RIGHT”
- After Clicking on User Right, You can the new window, in which You Can Set the Every Menu Title, Add, Edit, View, Delete, and Export Rights Every Role Name-Wise!
Now Again go back to the User Login Information Window
- After Filling up all the Login Details, Go to next section For Client Login Select the Ledger Selection Option.
- Now, after that there is an option “Is Active ?” — If you click on that, Only Active User can login to the software!
- After that “View Only Self Entry”If User Want to See the Entries Done by it’s Own then you can select this option.
- Allow Audit : Its is For Auditor, Audited Entry Can’t be Edit or Delete!
- Merge Balance : To Check All the Reports with Merge Branch, whenever You required!
Last But Not Least!, How to see the User Activity Log?
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Go to the “UTILITY—->USER MANAGEMENT—–>USER LOG”
- You can check all the user Activities from USER LOG!!
For More Details you can find Video Tutorials here: