Accoxi enables the admin to set the type of users of software. Types may be like accountants, managers, auditors etc.
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 the software. Types may be accountants, managers, auditors, etc. by setting user type the admin can define the permissions of the user on the software.
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.
Using this button user can create a new user type.
By clicking this button user will be redirected to a 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 |
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.
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.
User can edit the created user type in here. By clicking the edit button user will be redirected new user type window.
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.
The inactive user types will appear in the search in red color.
Below the pagination control, there is exit button. If you want to exit the user type search page click on exit button.
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.
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.