Go to User Account Management

You need permission to access this section. If you can not find it on your Setting Section, it means you have no access to the User Account Management.

• Set up a new User Account Role / Set up a New User Account
• Edit an existing account/ Edit an existing User Account Role
• Set up a new User Account Role / Set up a New User Account

Step 1. Set up a new User Account Role/ Permission

1. Settings> User Account> “Permissions” tab
2. Click “+” , fill out the Basic Setting, and check the permissions for this role.
3. Click “Save” then go to “Management” tab
4. Also, you can edit the existing permissions and save the changes.

Step 2. Set up a New User Account

• Settings> User Account> “Management” tab

• Click “Add Account” button and see a popup screen

• Fill out all the required fields and save
• Select the permissions and branches.

Edit an existing account/ Edit an existing User Account Role

Edit an existing account

• Go to User Account Management under Settings
• Stay on the “Management” tab
• Click the account you want to edit it.
• Edit the information on the popup screen and save the changes.

Edit an existing User Account Role

• Go to User Account Management under Settings
• Stay on “Permissions” tab
• Click the Role you want to edit it.
• Edit the information on the popup screen and save the changes.