Step 1

1. Select "Settings" on menu.

2. Then continue select "Users" on the submenu.

3. Select any user's name that you would like to edit, then click .

Step 2

1. Name: Type in a new name.

2. Email address: This is also your log in username.

Step 3

1. Figure above is an sample of settings, kindly click  .

2. After finished fill up the contents of settings, click   to continue

3. • Sales

     • See Owns Lead – You are only allow to see his owns sales

     • See All Leads – You are allow to see all sales

     • Manager – This is full access for sales module, you are allow to see all sales and perform configuration settings

   • Warehouse

     • User – You are only allow to view but no configuration authority

     • Manager – This is full access for Warehouse module, you are allow to perform configuration settings

   • Accounting and Finance

     • Invoicing and payments – You are allow to create invoice and register payment

     • Accountant – You are allow to perform all feature in accounting module 

       (eg: Journal entry, Banks, Invoicing, reports and etc) except perform configuration authority

     • Finance manager - This is full access for Accounting module, you are allow to perform configuration settings

   • Purchase

     • User – You are only allow to view but no configuration authority

     • Manager – This is full access for purchase module, You are allow to perform configuration settings

   • Human Resources

     • Default = Employee

   • Sharing

     • Default = User

   • Administration

     • Do not allow staffs/employee to have “Access rights” or “Settings”

     • This is only for Top Management (ex: Director, CEO) who has authority to overwrite or change “Settings” access.   

4. Please do not make any changes on "Technical Settings".

Step 4

1. After selecting "Save" , click and select "Change Password".

Step 5

1. Set your new password and get ready to log out.

   (Warning: Remember your newly password to avoid unnecessary trouble).

Step 6

1. Go to the top right of this page, select "Log out".

Step 7

1. Key in your newly password, then click  "Log in" button to continue.

Step 8

1. if you have successfully logged in, which means y our password has been changed successfully.