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What administration covers

The administration screens fit together in one order: the licence gives the company its parts, the roles choose what people may use, users sign in with a role and a branch, and numbering and fiscal years let documents be saved.

For Owner Administrator

The pieces and what each decides

PieceScreenWhat it decides
The companyCompany settingThe name, address and PAN printed and shown; the contact details; the logo (Company details, logo and subscription)
BranchesCompany setting > BranchThe shops or offices documents are kept in (Branches)
UsersUserWho can sign in, until when, in which branch (Users: the list, locking and deactivating, Add or change a user)
RolesRole and Role & ScopesWhat a person may open and do (Roles, Choose what a role may open and do)
MappingsThe role mapping and branch mapping screensSeveral users to a role, or to a branch, in one screen (Map several users to a role or to a branch)
The licenceShown on Company setting > SubscriptionWhich parts of Penahak the company has, how many users and branches (How the licence decides what a company has)
Fiscal yearsFiscal yearThe period documents may be dated in (Fiscal years: create, activate and prepare the next one)
NumberingDocument numberingThe number each document gets (Create and manage numbering series)
MessagesNotification templates, SMSThe e-mails, SMS and in-app notifications the system sends (Message templates: e-mail, in-app and SMS wording, SMS: recipients, groups and Send SMS)

How they depend on each other

  1. The licence
    Who
    The Penahak provider
    Where
    Set by Penahak; you see it on Company setting > Subscription
    What changes
    The company has a set of menus and permissions, a number of users and branches, and a last day. Nothing below can give more than the licence holds.
  2. Roles
    Who
    Administrator
    Where
    Role and Role & Scopes
    What changes
    A role is a named set of permissions and menus, taken from what the licence holds.
  3. Users
    Who
    Administrator
    Where
    User
    What changes
    A user has a main role, may have more roles, has a default branch, may be mapped to more branches, and has start and end dates.
  4. Documents
    Who
    Everyone
    What changes
    A user can save a document only when the screen's permission is on the role, a numbering series exists for the branch, and the date falls in the active fiscal year.

Related guides

Who sees what: licence, role, permission, branch A person sees a menu when their role has it, and may use a screen when their role has its permission. The licence decides what… Set up a new company The order that avoids tickets: company details, fiscal year, branches, numbering for each branch, roles and their permissions… The Company setting page and its tabs One page holds the company's own settings, in tabs. Which tabs you see depends on what the company has and on your role's… 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… 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… How the licence decides what a company has The licence is set by Penahak. It says which parts of Penahak the company has, how many users and branches, and the last day. A…