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You can add new users for your company. You will need to setup a user for every person using this system. In this page you will discover how to Add a new User to your system. |
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In order to follow these instructions you will need to navigate to the User List. Click here for more details. |
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You will need to be the administrator to perform this task. |
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1. Adding a new User |
a. Click on the highlighted button to open the new user option |
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After clicking it will appear the following screen |
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The next step is to fill in the fields for the user. There are three groups: |
I. User Details - In this group you identity the user, give them a password and define their function in the company. The fields are listed bellow
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- Name
- Email
- Password
- Confirm Password
- Telephone Number
- User's Role
- Administrator
- Finance Contact
- Management
- Officer
- On line
- Supervisor
- Credit Card Option
- Credit Card Payment
- No Credit Card Payment
- Choice Per Transaction
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II. Products - Here you can choose which of the existing products the user will be able to sell.
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III. Commissions - Note that the commissions are still not available. These become available after the first save of the users details.
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2. Save the user data for the fist time |
a. After you first fill in the new user data you should save. Click the highlighted button in order to save |
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After pressing the 'save new details' you will see the following screen with the message of the success of the task |
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Note that only after the saving it is possible to attribute the commissions the user will be able to apply to the product. |
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