Need to setup multiple users to manage the operations on the platform? Here’s how you can do it. Login to your account and on the left navigation bar, you’ll find “User Management” option.
Under User Management, you can find options to manage users and roles. Now, in order to create users and assign the role i.e. permissions, first you need to set up a role.
Role:
Upon selecting this option, you’ll get the list of created roles and the permissions assigned to the particular role.
Here, you can either modify/ edit the current roles by clicking on 
icon or delete it by clicking on 
icon.
To create new role, click on 
and you’ll get the below
Now, you can enter the role name you want and select the main module you want the role to be created for and set the permissions for the particular role.
That’s it! A new role created with permissions.
User:
Upon clicking on user, you get the list of users that exist already:
You can create a new user by clicking on ; you get below options to enter the details for:
You enter the Name of the user, email address, select the role that you want to assign to the user and enter the other details.
Further, you can also perform edit, delete and reset password option on the users screen.
Related articles
- ACCOUNTGO BUDGET PLANNER
- CUSTOM LANDING PAGE
- BRANDING & PERSONALIZATION
- FEATURES SMTP SETTINGS
- CLOCKGO SYSTEM SETTINGS
- CMMSGO SYSTEM SETTINGS
- CRMGO SYSTEM SETTINGS
- ERPGO SYSTEM SETTINGS
- HRMGO SYSTEM SETTINGS
- LMSGO SYSTEM SETTINGS
- POSGO SYSTEM SETTINGS
- ROTAGO SYSTEM SETTINGS
- SALESY SYSTEM SETTINGS
- STOREGO SYSTEM SETTINGS
- TASKLY SYSTEM SETTINGS
- TICKETGO SYSTEM SETTINGS
- VCARDGO SYSTEM SETTINGS
- WHATSSTORE SYSTEM SETTINGS
- WORKGO SYSTEM SETTINGS
- ACCOUNTGO TWILIO INTEGRATION
- ZOOM, SLACK, AND TELEGRAM INTEGRATION
- LANGUAGE MANAGER
- PAYMENT GATEWAY INTEGRATIONS
- ACCOUNTGO SYSTEM SETTINGS
- ACCOUNTGO CONTRACTS
- PUSHER
- PAYMENT GATEWAY PAYPAL
- PAYMENT GATEWAY STRIPE
- PAYMENT GATEWAY PAYSTACK
- PAYMENT GATEWAY FLUTTERWAVE
- PAYMENT GATEWAY RAZORPAY
- PAYMENT GATEWAY PAYTM
- PAYMENT GATEWAY MERCADO PAGO
- PAYMENT GATEWAY MOLLIE
- PAYMENT GATEWAY SKRILL
- PAYMENT GATEWAY COINGATE
- PAYMENT GATEWAY PAYMENTWALL
- DOCUMENTATION TAKSLY
- DOCUMENTATION CMMSGo
- DOCUMENTATION HRMGo
- DOCUMENTATION POSGo
- DOCUMENTATION ROTAGO
- DOCUMENTATION SALESY
- DOCUMENTATION STOREGO
- DOCUMENTATION TICKETGO
- DOCUMENTATION VCARDGO
- DOCUMENTATION WHATSSTORE
- DOCUMENTATION WORKGO
- DOCUMENTATION ERPGO
- DOCUMENTATION CRMGO
- DOCUMENTATION CLOCKGO
- DOCUMENTATION ACCOUNTGO
- DOCUMENTATION LMSGO
- Custom fields
- Custom form builder
- Expense Bill, Payment, Debit note
- Clock In & Out
- Customer & Vendor Statement
- Performance
- POS System
- Project Report
- Proposal, Invoice, & Print Settings
- Module [Invoices, Revenue, Credit notes]
- Job Recruitment
- Manage Leaves
- PaySlip
- Sub-domain and Custom Domain settings
- Time Tracker
Select Category:
Need more help ?
Always looking for better ways to do things, innovate and help people achieve their goals. Always looking for better ways to do things, innovate and help people achieve their goals.
Love what you see?
Always looking for better ways to do things, innovate and help people achieve their goals. Always looking for better ways to do things, innovate and help people achieve their goals.
