Create multiple sub-user logins under a single account. To enable sub-user logins, go to User Menu > Subscription to purchase add-on. Navigate to the Sub-users configuration dialog by selecting User Menu > Sub-users.

• Sub-user roles
• Sub-user role 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.

• Scheduling: Permission to manage the scheduling of tasks or deliveries.

* Self-billed e-Invoice: Permission to manage self-billed e-Invoices.

• Audit Trail: Permission to view the audit trail for system activities.
• Dashboard:
• Dashboard: Permission to open the Dashboard page
• Dashboard Pending Job: Permission to view pending job details and complete job at the Dashboard Page.
• 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.
• 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.
• 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.