The Admin screen allows you to add additional users to your account, set their roles (user-level and permissions), and configure system settings such as time zone.
Users.
The Users tab is where you can add and manage users on your account.
Add a user
To add a new user:
- Click on the Create button.
- Enter the user's Email and select their Role.
- Then click Create.
An invite email will then be sent to the user and will provide them with a registration link.
Roles.
The Roles tab is where you can add custom roles for users and set the role permissions.
Add a role
To add a new role:
- Click on the Create button.
- Enter the role Name.
- Click to toggle the role Permissions.
(Tick) Icon: The permission is enabled for users with this role.
(Cross) Icon: The permission is disabled for users with this role. - Then click Create.
The role can now be assigned to a user.
Settings.
The Settings tab is where you can configure system settings.
The following settings can be configured:
- Invoice Day: Set which day invoices will be billed.
- Invoice Email: Enter the primary email that will receive invoices.
- Invoice Prefix: Enter a unique prefix that comes before the invoice number.
- Invoice CC Email: Enter the CC'd email that will receive a copy of an emailed invoice.
- Timezone: Select the local timezone of your company.
-
Culture: Select the local for your system.
Note: As the invoice feature isn't currently implemented, the invoice settings within this section will not work at the moment.