Administration help

Users and roles

Users, roles, what each role may open and do, sign-in, passwords, the activity record and backups.

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Users: the list, locking and deactivating The User screen lists everyone who can sign in. From each row you edit the user, reset the password, deactivate or activate, and lock or unlock. The licence limits how…
Add or change a user A user needs a user name, a password, a name, an e-mail, a default branch, a main role and the dates the user may sign in. Extra roles and branches are optional. The…
Map several users to a role or to a branch Two screens give a role, or a branch, to many users in one go: choose the role or the branch, tick the users, and save. They add or remove extra roles and extra…

Roles A role is a named job. Create one role for each kind of job, choose its dashboard and quick menu, then choose its menus and permissions on Role & Scopes.
Choose what a role may open and do On Role & Scopes you pick a role and tick the menus and permissions it has. Saving replaces the role's whole list. People with the role see the change when they next…

Sign in, first sign in and sign out Each company has its own sign-in address. A user signs in with a user name and password; a new user chooses a new password first. Too many wrong passwords lock the user.
Change, reset and recover a password A user changes their own password from the profile menu. A user who forgot it asks for an e-mailed link on the sign-in page, and an administrator can set a new one on…
The activity record The Activity screen lists what users did: the action, the module, a message, the user and the time. Filter by user, action, module, reference or date, and print the…
The Backup / Restore screen The screen lists the backups made for the company, lets you make a new one, download one, and restore one over the company's data. It describes only what the buttons do…
The version number and the changelog page The side menu shows the version you are running. A changelog page lists what changed in each version; it opens by its address, with no sign-in.