User

Type of User

1) Super User
- User who sign up our software or join our partner program.
- User who sign up a free trial and subscribe to our software after free trial expired.
- Super User is the highest ranking user.
- Any user created by Super User is his subordinate.
- Super User have all the authority over his subordinate.
2) Supervisor
- User created by Super User and assigned Supervisor Role.
- User created by other Supervisor who had the authority to create user and assign Supervisor Role.
- Supervisor's authority is assign by Super User/Supervisor who create him.
3) User
- User created by Super User.
- User created by Supervisor who had the authority to create user and assign User Role.
- User's authority is assign by Super User/Supervisor who create him.
An user can be assign to multiple company.

go to Accountant Tools ==> User ==> Create New User
Fill up the Sign Up Staff form.
Click summit to register a new user.
After registration, a confirmation email will be send to the registered email.
The registered user must click the Confirmation Link to confirm he is the owner of the email before he can login to our software.
You need to give the registered user the password or the new user can reset his password and use the new password to login.

You need to assign user to a company before he can access the company.
go to Accountant Tools ==> Company Management
Select the company ( Click on the company ) you want to assign the user to from the Company Listing Panel.
User Group Listing and User Listing for the company will appear on the right panel.
Select User Group from the User Group Listing (click on the user group).
If there is no User Group in the User Group Listing, then create a new User Group first.
Click here for procedure on how to create User Group.
After select User Group from the User Group Listing, click the Add User To This User Group (Single person Icon on top right of the User Group Listing).
An add User To Group Dialog will pop up, then select the User from the user drop down list and select the Group Role from the Group Role drop down list.
The Group Role will determine what the user can do on this company.
Click the Save button to save the assignment.

go to Accountant Tools ==> Company Management
Left click to select the company in the Company Listing Table.
Left click to select the User Group ( where the user belongs to ) in the User Group Listing Table.
To delete the user
- Left click to select the User in the User Listing Table.
- Click the dust bin icon to delete the User from this company.
To edit the user
- Double click the user in the User Listing Table.
- Maintain Group Role Dialog will pop up.
- Then edit the group role or disable or enable the user.
- click Save button to update the information.