Labels

Popular

Archives

Home | ERP | CRM | Ecommerce | Accounts | Payroll | Project Tracking

Creating Teams and Users
This document covers creating additional users and teams via the web portal. Carefully managing your users will allow better control over business processes. You may want to restrict access to certain information within the system. This is always a great idea when dealing with multiple users.

> Click the hammer icon on the "main menu"
> Select "Teams / Users"



> This feature will allow you can add teams or users. You can allocate users to teams once created 

> Fill in the requirement info most importantly user name, password


> You can allocate / restrict access to the options you want the new user to have in your company