Adding Users

You can add users by the system manager.

You can add users via: Users > Reports and Masters > User or Type 'New User' in the search bar

There are two main types of users: 1. Website users: Customers, Suppliers, Students, etc., who have access only to the portal and not to any modules. 2. System Users: People using ActiveBooks in the Company with access to modules, company data, etc.

What are the minimum information required to create user? - First Name - Email An Email address is the unique key (ID) identifying the Users.

1.How to Create a New User in ActiveBooks? Follow the step by step process given below.

1. Go to the User list, click on New.

2. Add an Email address and name of the user.

3. Save.

Adding a New User

2. Features 2.1 Set Roles - After saving, you will see a list of roles and checkboxes next to them. Just check the roles you want the user to have and save the document.

User Roles

2.2 More Information - More information about the employee can be set from this section:

• Gender

• Phone

• Mobile No

• Birth Date

• Location

• Interests

• Bio

• Banner Image

'Mute Sounds' : By ticking this checkbox, you can mute sounds that play on interacting with documents.

2.3 Change Password

Set New Password: As a System Manager, you can set a new password for the user if it needs to be changed.

Log out from all devices while changing Password: When changing the user's password, this logs out the user from PC and any mobile device they may have logged into.

2.4 Document Follow

With this option you can follow various documents in the system and get email notifications when they are updated.

2.5 Email

• Send Notifications for Email threads: The user will get notifications for Email conversations that take place in document types like Opportunities.

• Send Me A Copy of Outgoing Emails: Sends the user a copy of the emails they send. This is useful for keeping track if the email got sent.

• Allowed In Mentions: Allow this user's name to appear in thread conversations so that they can be mentioned using '@'.

• Email Signature: Adding an email signature here will set it as default for all outgoing emails for the user.

• User Emails: You can add additional email accounts to this user. It can be used as an outgoing email.

2.6 Security Settings

• Simultaneous Sessions: Simultaneous login sessions the user is allowed. You can use the same set of credentials for multiple users by allowing more sessions. This can be restricted from System Settings globally. For cloud account, the total number of simultaneous sessions cannot exceed the total number of subscribed users.

• User Type: If the user has any role checked other than Customer, Supplier, Patient, or Student they automatically become a System User. This field is read-only.

• Login After, Login Before: If you wish to give the user access to the system only between office hours, or during weekends, specify it here. For example, if office hours are from 10 am to 6 pm, set the Login After, Login Before hours as 10:00 and 18:00.

• Restrict IP: Restrict user login to the IPs specified here. This can be used so that the user can log in only from office computers. Multiple IPs can be added separated by commas.

2.7 Third Party Authentication - This will allow users to use Facebook, Google, or GitHub to log in. - To use this feature, signup for a developer account with Facebook, Google, GitHub, etc. - Create an app on their console, specify an app name, the originating URL and callback URL, copy the client ID and client secret info here to start using.

2.8 API Access - You can generate API Secret keys from this section using the Generate Keys button. - This can be used to access your account's data from another application, for example, an offline POS system.

After Saving? You will see these buttons in dashboard area.

Permissions

• Set User Permissions: Will take you to the User Permissions page of Bradley from where you can restrict Bradley's access to documents.

• View Permitted Documents: Will take you to the 'Permitted Documents For User' report for this user. Here you can see which documents does Bradley have access to. For example, on selected Sales Order, the list of Sales Orders Bradley has access to will be displayed.

Password

• Reset Password: An email with instructions to reset the user's password will be sent to the user's Email Account.

• Reset OTP Secret: Reset OTP Secret for logging in via Two Factor Authentication.

3. Login Methods - In System Settings, under the Security section, if you check the 'Allow Login using Mobile No' checkbox, a mobile number can also be used to log in. - While a Mobile No will be unique, it will not be treated as a user ID.