User Account Settings

This article is for Abc Xpress back-office users to manage their accounts. You might need permission to access these screens.

Go to User Account Management

You need permission to access this section.  If you can not find it on your Settings, it means you don't have access to the User Account Management.  

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

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

Step 2.  Set up a New User Account

1. Go to Settings > User Account > “Management” tab

2. Click the “+ Add Account” button and see a popup screen

3. Fill out all the required fields and save

4. Select the permissions and branches.

5. Click "Save"

* If the user wants to log in to their Dashboard with email, simply enter their email in the Login ID field

* The Login ID and password entered here are required for the user to log into Dashboard. Don't change the permissions, and login ID if not necessary.

Edit an existing account

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

Edit an existing User Account Role

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