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Set up

User Login

The User Login on the top right corner of the software contains the following features:

  • My Profiles
  • Roles and Permissions
  • Organization Settings
  • Billing
  • Log Out
My Profiles

The user can update the Profile information under My Profiles option. Update the required fields, upload the Profile image and click Save option.

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Roles & Permissions

The user can give permissions to the respective Role of the Employee. Select and Role and choose the permission to be given for the Role.

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Organization Settings

The user can update the Organization information under Organization Settings. It has features like Logo Settings, Invoice Settings, Billing Settings etc.

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Billing

The Billing option gives us information about the list out of Invoices generated in the software.

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Log Out

By clicking the "Log Out " button, the user can prevent unauthorized access to the account, reducing the data breeches and maintaining online privacy.

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