Admin (Admin) - iGo

Admin (Admin) - iGo

The Admin screen allows you to add additional users to the iGo account, set their roles (user-level and permissions), and configure system settings such as time zone. 

To access this screen:

  1. Click on Admin from the left-hand menu.

Users

The Users tab is where you can add and manage users on the iGo account.

Add a user

To add a new user:

  1. Click on the Create button.
  2. Enter the user's Email and select their Role.
  3. 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:

  1. Click on the Create button.
  2. Enter the role Name.
  3. 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.

  4. 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 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 for the iGo account.
  • Culture: Select the local for the iGo account.