You can create and manage multiple sub-user logins under a single account to delegate tasks and control access.
To enable sub-user logins, go to User Menu > Subscription to purchase the Sub-User Login add-on.
Once enabled, navigate to User Menu > Sub-users to open the sub-user configuration dialog and begin setting up roles, permissions, and access.

• Sub-user roles
• Sub-user role form
• Sub-users
• Sub-user form

1. The following options are located on the toolbar

• Search: Allows you to search for specific data
• Refresh: Updates the current view by reloading the data
• Export to Excel: Enables exporting the current view data to an Excel file.
• New: Creates a new entry or record in the system.

1. Data Table:

• : Expand row data to view more details. (available only in Mobile View)
• : Modify row data details (Mobile View: expand row to access)
• : Delete row data (Mobile View: expand row to access)
• Role Name: Name of sub-user role (e.g. Manager, Sales, Accountant, etc)

• Permission Level:
  • No Access: User cannot view or interact with the data/feature/module.
    • The corresponding page or menu item will be hidden from the user interface.
  • Select-Only: User can select values from a drop-down list but cannot view underlying details.
    • Applicable only to data objects that are selectable in other forms.
    • A user with “Select-Only” permission for Products can select a product in the invoice form, but cannot view or edit product details. A user with “No Access” to Products cannot even select products in the form.
  • Read-only: User can view data and details but cannot make any changes.
  • Full-Access: User has full control, including viewing, editing, creating, and deleting data.
• Sub-user role form fields includes:
  • Role Name: Name of sub-user role (e.g. Manager, Sales, Accountant, etc)
  • Settings:
    • Setting: Permission to manage user settings.
    • User Profile: Permission to manage user profile.
  • Business Transaction:
    • Invoice: Permission to manage invoices.
    • Quotation: Permission to manage quotation.
    • Sales Order: Permission to manage sales order.
    • Purchase Order: Permission to manage purchase order.
    • Expense: Permission to manage expense.
      • Self-Service: Permission to create, view, and submit own expenses only. Approval access is not allowed.
      • Full Access: Permission to view, create, edit, approve, reject, cancel, and manage all expenses.
    • Scheduling: Permission to manage the scheduling of tasks or deliveries.
    • Self-billed e-Invoice: Permission to manage self-billed e-Invoices.
    • Job Completion Note: Permission to manage job completion note from the schedule.
      • Viewing and signing job completion notes from the schedule requires at least Read-only access
      • Create job completion notes from the schedule requires Full Access
  • Dashboard:
    • Dashboard: Permission to open the Dashboard page
    • Dashboard Pending Job: Permission to view pending job details and to start or complete jobs from the Dashboard page, including updating site photos.
    • Dashboard Sales Data: Permission to view sales figures, metrics and chart at Dashboard page.
    • Dashboard Financial Data: Permission to view financial metrics at Dashboard page.
    • Dashboard Top Products: Permission to view top selling products ranking at Dashboard page.
    • Dashboard Top Services: Permission to view top selling services ranking at Dashboard page.
    • Dashboard Employee Summary: Permission to view employee summary at Dashboard page.
    • Dashboard Team Summary: Permission to view the team summary at Dashboard page.
  • Inventory Control:
    • Inventory: Permission to manage inventory and inventory adjustment.
    • Ship: Permission to ship items.
      • Viewing and signing delivery notes from the schedule requires at least Read-only access
    • Replenish: Permission to replenish items.
  • Data Management:
    • Customer: Permission to manage customers.
    • Supplier: Permission to manage suppliers.
    • Pricing: Permission to manage pricing.
    • Industry: Permission to manage industries.
    • Product: Permission to manage products.
    • Product Type: Permission to manage product types.
    • Service: Permission to manage services.
    • Task: Permission to manage tasks.
    • Audit Trail: Permission to view the audit trail for system activities.
  • Accounting and Finance:
    • View Costing: Permission to view costing information.
    • Chart of Accounts: Permission to manage chart of accounts.
    • Journal: Permission to view journal and add a manual journal entry.
    • Financial Reports: Permission to generate financial reports.
    • Debtor Statements: Permission to generate debtor statements.
    • Creditor Statements: Permission to generate creditor statements.
    • Bank Reconcilation: Permission to perform bank reconcilation.

1. The following options are located on the toolbar
   • Search: Allows you to search for specific data
   • Refresh: Updates the current view by reloading the data
   • Export to Excel: Enables exporting the current view data to an Excel file.
   • New: Creates a new entry or record in the system.
     • This button is enabled only when the number of configured sub-users is below the maximum allowed by your subscription plan.
2. Data Table:
   • : Expand row data to view more details. (available only in Mobile View)
   • : Modify row data details (Mobile View: expand row to access)
   • : Delete row data (Mobile View: expand row to access)
   • Username: Username for the sub-user account.
   • Sub-user Role: Sub-user role for the sub-user.

• Username: The login username assigned to the sub-user account.
• Set password: Enable this checkbox to set or reset the sub-user’s password.
  • Sub-users can change their password after logging into the system.
• Password: Enter the password for the sub-user account.
• Confirm Password: Re-enter the password to confirm it.
• Employee: Select the default employee associated with this sub-user.
• Sub-user Role: Assign a role to define the sub-user's access permissions.
• Default Industry: Optional. Specify the primary industry this sub-user works with. This may affect what data is shown or filtered for the user based on industry relevance.