User Management & Profile Settings

This article explains how to create, edit, and remove users, and how to manage the main profile settings available for each user.

► CREATE A NEW USER

As an administrator, you can manage users under SETTINGS / USERS.

1. Go to SETTINGS / USERS.
2. Click [+] in the top-right corner.
3. Enter the required information: Username, Initial password, and Email address.

The username is required to log in to the application. The email address is used for notifications and password reset links.

► EDIT AN EXISTING USER

To edit a user:

1. Go to SETTINGS / USERS.
2. Click on the name of the user you want to edit.

You can update the user s profile information and settings at any time.

► USER PROFILE SETTINGS (FIELDS & FLAGS)

Each user profile contains the following settings:

• Username The login name used to access details. This field is essential.
• Email The primary communication address.
  All notifications from details are sent here, including alerts, confirmations, reports, and password reset links.
• Language Defines the interface language.
• Job title Optional descriptive field.

Optional email delivery settings:

• SMTP server
• SMTP username
• SMTP password

These settings are only required if emails should be sent through the user s own mail server.

Administrative flags:

• Admin Grants access to administrative areas, including USER SETTINGS.
• Accounting Grants access to accounting-related data.

► REMOVE A USER

To remove a user:

1. Go to SETTINGS / USERS.
2. Click the [x] icon next to the user.