Users
In Veda billing we provide the main admin account to the institutions which have all the required features. The staff institution can provide a different user account by creating it from an admin account controlling the features they can use and their working time.
In a particular school, the accountant is placed according to their working nature, for example, the work of the cashier is to generate invoices and collect payments, the account head has to look after reports, and so on. So using the user option we can create different user accounts and provide working access according to their job description.
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How to create a user? Ans: Go to “User” inside “Settings” .click on “Create User”.Input Name, Email, Password, and Confirm Password. Choose a user role and input value for how many days a user can see reports in the “Activity log date range”. Choose the access for the features that the user should be able to use.The access selection corresponds to the menus in the sidebar. Click submit to save. |
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How to edit access of the user? Ans: Go to “User” inside “Settings”.Click on “Update Permissions” in the same row as the User’s name. Change the permissions and click submit to save. |
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How to edit the details of the user? Ans: Go to “User” inside “Settings”.Click on the “Update Profile” in the same row as the User’s name. Here you can change the name and email of the user and click submit to save. |
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How to reset the password of the user? Ans: Go to “User” inside “Settings”.Click on the “Reset Password” in the same row as the User’s name. Here you can change the Password Confirm Password of the user and click submit to save. |
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How to enable/disable the user? Ans: Go to “User” inside “Settings”.You can find buttons beside User’s name in the “Activate/Deactivate” column which can be clicked to activate/deactivate the user. Blue indicates activated and gray indicates deactivated. |
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