User in accoxi

User1

USER IN ACCOXI

As an accounting software there might be different users in a business. ACCOXI enables to add users of software. Before adding a user, user type should be defined and in user creation one can define a user according to user type.

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

User

User search window:

User New
Data available in user search table:

Field

Description

#

Serial number of table data is shown in this column

First name

The first name of the user created is shown here

Last name

The last name of the user created is shown here

Email id

The email id of the user created is shown here

Branch name

The name of the branch in which the user is allotted is shown in this column. for super admins multiple branches option is available

User type

The user type defined for the user is shown in this column.

User status

The user status which is active, inactive or not invited is displayed in this column.

 

 

Options available in user view
  1. filter option:

User can search the user data by entering user type first/last name or email in the search bar and

There is an additional filter option where the user can filter the user data according to user first/last name, email, user type, status of the user which is active or inactive

  1. Add New user:

Using this button user can create a new user

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

 

 

User Form

FIELD

DESCRIPTION

First name

Here users first name can be entered

Last name

Here users last name can be entered

User type

The user type in which user belongs to can be selected from the drop down menu

=> The + button enables to add user type from here. It will be redirected to new user type window where you can create the user type for the user

=> The refresh button helps to refresh the user type data.

 => This button is to view the menu permissions given to the user type. It will be redirected to menu permission window.

Branch

User can allot user to available branches of the business.

Email id

The email id of the user should be added here

#

The serial number of data in the table

First name

The first name of previously entered user data

Last name

The last name of previously entered user data

Email

The email of previously entered user data

User type

The user type of previously entered user data

But by default the details of the person who registered in the ACCOXI will be shown as supper admin in this column

 

User status

The user status of previously entered user data

Active users will be in blue color and inactive users will be in red color.

Send invitation mail

Newly added users can be invited to ACCOXI through mail

By clicking mail icon user will be invited.

 

More option

By clicking more option one can edit the details of the user and they can make the user active or inactive using this.

By clicking view permission column user will be redirected to menu permission window where one can see the permissions given to the user.

Save

To save the created new user click on the save button

Cancel

To cancel the created new user click on the cancel button

Exit

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

3.EXPORT

The user 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.Send invitation

Newly added users can be invited to ACCOXI through mail by clicking mail icon user will be invited.

6.More option :

 By clicking more option one can edit the details of the user and they can make the user active or inactive using this.

By clicking view permission column user will be redirected to menu permission window where one can see the permissions given to the user.

7. COLOR FILTER

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

8.Pagination Control

It controls the page navigation and the page size. Page size can be set to 10, 20, 50 or 100. And by giving page number in the box and clicking on Go button. It jumps to the said page.

9.Exit

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

 

 

 

Frequently Asked Questions?

01How do I filter the users created?

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

Filter option is available below the User Search bar at the left hand side. Users can be filtered based on User’s First/Last Name, E-mail, User Type, Status of the user ie active or inactive .Either you can give any of the said criteria directly into the search bar near filter option or by clicking the filter drop down option you can give the details into the fields directly.

02How to add a new user?

  • Click on the Settings => User => User Search opens.
  • Click on Add New button
  • Using Add New button user can create a new user. By clicking this button user will be redirected to a userform
  • Enter the necessary data and click on save 

03How to export the user data?

  • Click on the Settings => User => User Search opens.
  • Click on the Export button at the top right corner near the +New button.
  • Then a save as window will pop up.
  • Select the file location , enter a file name, select save as type
  • Click on Save Button

04How do I edit the user created?

  • Click on the Settings => User => User Search opens.
  • At the right hand side of each user there is a more option icon. Click on the icon and select the Edit button
  • Make required changes and click on save button.

05How do I view the permissions for the user created?

  • Click on the Settings => User => User Search opens.
  • At the right hand side of each user there is a more option icon. Click on the icon and select the View Permission Button
  • User will be redirected to menu permission window and you can view the permissions given to the user.