User type

USER TYPE IN ACCOXI

As an accounting software there might be different types of users in a business. ACCOXI enables the admin to set the type of users of software. Types may be like accountants, managers, auditors etc. by setting user type the admin can define the permissions of the user on the software.

User

  • The user type option is available in the settings menu 
  • click on settings 
  • select organization settings=> User type

User Type

USER TYPE SEARCH WINDOW

Usertype View

Options available in user type view:

1.filter option:

User can search the user type data by user type name in the search bar and

There is an additional filter option where the user can filter the user data according to user type name and description.

2.New user type:

Using this button user can create a new user type.

By clicking this button user will be redirected to a user type form.

 

User Type Form

FIELD

DESCRIPTION

User type

Here user can enter what type user is dealing the software

Description

Enter a brief description about the type

Enable/disable

This column enables or disables the status of the user

Branch

User can select the branch in which the user type is allocated to.

#

The serial number of data in the table

User type in table

The user type of previously entered data

Description in table

The description of previously entered data

Edit

User can edit the previously entered user type in here

Delete

User can delete the previously entered user type in here

Save

To save the created new user type click on the save button

Cancel

To cancel the created new user type click on the cancel button

Exit

To exit from the created new user type without saving click on the exit button

 

 

3.EXPORT

The user type list can be exported to Excel format. Click on the Export button at the   top right corner near the +New button. Select the file location and click on save.

4.REFRESH

If your latest data is not displayed, click on the refresh icon on the top left corner of the page to fetch the new data.

5.Edit :

User can edit the created user type in here.  By clicking the edit button user will be redirected new user type window.

6.Delete :

User can delete the created user type in here. By clicking this button validation button will    pop up and user can click OK to delete the item.

7. COLOR FILTER

The inactive user types will appear in the search in red color.

8.Exit

Below the pagination control, there is exit button. If you want to exit the user type search page click on exit button.

 

Frequently Asked Questions?

01How do I filter the User Types?

  • Click on the Settings => User Type => User Type Search opens.

Filter option is available below the User Type search bar at the left hand side. User type can be filtered based on user type and description. Either you can give any of the said criteria directly into the search bar near filter option or by clicking the filter down arrow option you can give the details into the fields directly.

02How to add a new User Type?

  • Click on the Settings => User Type => User Type Search opens
  • Use the + New User type button
  • By clicking this button user will be redirected to a user type form
  • Enter User Type Name and Description
  • Click on the Save button to create new User Type.

03How to export the User Type data?

  • Click on the Settings => User Type => User Type Search opens
  • Click on the Export button at the top right corner near the +New button.
  • Then a Save As window will pop up, there user can Select the file location , enter the file name, choose save as type and click on Save

04How do I edit the User Types created?

  • Click on the Settings => User Type => User Type Search opens
  • At the right hand side of the each User Type there is a pencil icon which represents edit.
  • Click on the icon and make required changes
  • Click on save button.

05How do I delete User Types created?

Select the User Type search window. At the right hand end of the each User Type there is a delete icon which represents delete. Click on the icon to delete the corresponding user type.