Oojeema Pro Users Job Aids - Revision history

Gelo at 07:02, 3 August 2021

2021-08-03T07:02:21Z

Gelo at 06:40, 3 August 2021

2021-08-03T06:40:28Z

Gelo at 06:38, 3 August 2021

2021-08-03T06:38:47Z

Gelo at 05:19, 24 June 2021

2021-06-24T05:19:54Z

Gelo: Created page with "== Users Job Aids == =====
2021-06-24T04:42:35Z

Created page with "== Users Job Aids == ===== <span class="mw-headline ve-pasteProtect" id="Managing_Items" style="box-sizing: inherit;" data-ve-attributes="{"style":"box-sizing:..."

New page
== Users Job Aids ==

===== Managing Users =====

====== Inviting a User ======

# On the Main Menu, click the Gear Icon then choose '''Maintenance'''
# Under Maintenance Side Bar, Click '''Users'''
# Under Tax Menu, Click Options then choose '''Invite a User'''
# Fill up the necessary fields
# Click Send

====== Viewing Users ======

# On the Main Menu, click the Gear Icon then choose '''Maintenance'''
# Under Maintenance Side Bar, Click '''Users'''
# Under Users Menu, Select the Users that needs to view its details, click the drop down arrow then choose '''View'''

====== Editing Users ======

# On the Main Menu, click the Gear Icon then choose '''Maintenance'''
# Under Maintenance Side Bar, Click '''Users'''
# Under Users Menu, Select the Users that needs to update its details, click the drop down arrow then choose '''Edit'''
# Update the necessary fields
# Click Save

====== Deleting Users ======

# On the Main Menu, click the Gear Icon then choose '''Maintenance'''
# Under Maintenance Side Bar, Click '''Users'''
# Under Users Menu, Select the Users that needs to be deleted, click the drop down arrow then choose '''Delete'''
# Click Yes to Confirm the deletion process

===== Exporting Tax =====

====== Exporting Users ======

# On the Main Menu, click the Gear Icon then choose '''Maintenance'''
# Under Maintenance Side Bar, Click '''Items'''
# Under Users Menu, Click Options then Click '''Export Users'''
#* User has an option to change the display and change the account type for precise exporting of records

@@ Line 15: / Line 15: @@
 #On the Main Menu, click the Gear Icon then choose '''Maintenance'''[[File:Pro Chart of Accounts (Create) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Create)%20-%20Step%2001.png|950x950px]]
-#Under Maintenance Side Bar, Click '''Users'''[[File:Pro Users (Create) - Step 02.png|center]]<br />
+#Under Maintenance Side Bar, Click '''[[Pro Users|Users]]'''[[File:Pro Users (Create) - Step 02.png|center]]<br />
 #Under Users Menu, Click Options then choose '''Invite a User'''[[File:Pro Users (Create) - Step 03.png|center|950x950px]]<br />
 #Fill up the necessary fields and Click Send[[File:Pro Users (Create) - Step 04.png|center|598x598px]]<br />
@@ Line 23: / Line 23: @@
 #On the Main Menu, click the Gear Icon then choose '''Maintenance'''[[File:Pro Chart of Accounts (Create) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Create)%20-%20Step%2001.png|950x950px]]
-#Under Maintenance Side Bar, Click '''Users'''[[File:Pro Users (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Users%20(Create)%20-%20Step%2002.png|center]]
+#Under Maintenance Side Bar, Click '''[[Pro Users|Users]]'''[[File:Pro Users (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Users%20(Create)%20-%20Step%2002.png|center]]
 #Under Users Menu, Select the Users that needs to view its details, click the drop down arrow then choose '''View'''[[File:Pro Chart of Accounts (View) - Step 03.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(View)%20-%20Step%2003.png|center|154x154px]]
 #The user has an option to Edit the Users details or to Exit the View Record.[[File:Pro Users (View) - Step 04.png|center|950x950px]]<br />
@@ Line 30: / Line 30: @@
 #On the Main Menu, click the Gear Icon then choose '''Maintenance'''[[File:Pro Chart of Accounts (Create) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Create)%20-%20Step%2001.png|950x950px]]
-#Under Maintenance Side Bar, Click '''Users'''[[File:Pro Users (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Users%20(Create)%20-%20Step%2002.png|center]]
+#Under Maintenance Side Bar, Click '''[[Pro Users|Users]]'''[[File:Pro Users (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Users%20(Create)%20-%20Step%2002.png|center]]
 #Under Users Menu, Select the Users that needs to update its details, click the drop down arrow then choose '''Edit'''[[File:Pro Chart of Accounts (Edit) - Step 03.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Edit)%20-%20Step%2003.png|center|154x154px]]
 #Update the necessary fields[[File:Pro Users (Edit) - Step 04.png|center|950x950px|link=https://docs.oojeema.com/File:Pro_Users_(Edit)_-_Step_04.png]]
@@ Line 38: / Line 38: @@
 #On the Main Menu, click the Gear Icon then choose '''Maintenance'''[[File:Pro Chart of Accounts (Create) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Create)%20-%20Step%2001.png|950x950px]]
-#Under Maintenance Side Bar, Click '''Users'''[[File:Pro Users (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Users%20(Create)%20-%20Step%2002.png|center]]
+#Under Maintenance Side Bar, Click '''[[Pro Users|Users]]'''[[File:Pro Users (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Users%20(Create)%20-%20Step%2002.png|center]]
 #Under Users Menu, Select the Users that needs to be deleted, click the drop down arrow then choose '''Delete'''[[File:Pro Chart of Accounts (Delete) - Step 03.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Delete)%20-%20Step%2003.png|center|154x154px]]
 #Click Yes to Confirm the deletion process[[File:Pro Chart of Accounts (Delete) - Step 04.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Delete)%20-%20Step%2004.png|center|281x281px]]

@@ Line 1: / Line 1: @@
 {{DISPLAYTITLE:Users Job Aids}}<div style="text-align: center;">
-[[Pro Users|Users]] | [[Pro Users Group Access|Users Group Access]]
+[[Pro Users|Users]] | [[Pro Users Group Access|Users Group Access]] | [[Oojeema Pro Update User Profile Job Aids|Update User Profile]] |  | [[Oojeema Pro Users Job Aids|Pro Users Job Aids]] | [[Oojeema Pro Users Group Access Job Aids|Users Group Access Job Aids]]
 </div>

← Older revision		Revision as of 06:38, 3 August 2021
Line 1:		Line 1:
		+	{{DISPLAYTITLE:Users Job Aids}}<div style="text-align: center;">
		+	[[Pro Users\|Users]] \| [[Pro Users Group Access\|Users Group Access]]
		+	</div>
		+
		+	<br />
	==Users Job Aids==		==Users Job Aids==
		+	Notes:
		+
		+	*The user must have the following Modules in order to use Users Module
		+	**[[Pro Users Group Access\|Users Group Access]]

	=====<span class="mw-headline ve-pasteProtect" id="Managing_Items" style="box-sizing: inherit;" data-ve-attributes="{"style":"box-sizing: inherit;"}"><span class="mw-headline ve-pasteProtect" id="Managing_Customer" data-ve-attributes="{"style":"box-sizing: inherit;"}" style="box-sizing: inherit;">Managing Users</span></span>=====		=====<span class="mw-headline ve-pasteProtect" id="Managing_Items" style="box-sizing: inherit;" data-ve-attributes="{"style":"box-sizing: inherit;"}"><span class="mw-headline ve-pasteProtect" id="Managing_Customer" data-ve-attributes="{"style":"box-sizing: inherit;"}" style="box-sizing: inherit;">Managing Users</span></span>=====

@@ Line 1: / Line 1: @@
-== Users Job Aids ==
+==Users Job Aids==
-===== <span class="mw-headline ve-pasteProtect" id="Managing_Items" style="box-sizing: inherit;" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}"><span class="mw-headline ve-pasteProtect" id="Managing_Customer" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}" style="box-sizing: inherit;">Managing Users</span></span> =====
+=====<span class="mw-headline ve-pasteProtect" id="Managing_Items" style="box-sizing: inherit;" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}"><span class="mw-headline ve-pasteProtect" id="Managing_Customer" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}" style="box-sizing: inherit;">Managing Users</span></span>=====
-====== Inviting a User ======
+======Inviting a User======
-# On the Main Menu, click the Gear Icon then choose '''Maintenance'''
+#On the Main Menu, click the Gear Icon then choose '''Maintenance'''[[File:Pro Chart of Accounts (Create) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Create)%20-%20Step%2001.png|950x950px]]
-# Under Maintenance Side Bar, Click '''Users'''
+#Under Maintenance Side Bar, Click '''Users'''[[File:Pro Users (Create) - Step 02.png|center]]<br />
-# Under Tax Menu, Click Options then choose '''Invite a User'''
+#Under Users Menu, Click Options then choose '''Invite a User'''[[File:Pro Users (Create) - Step 03.png|center|950x950px]]<br />
-# Fill up the necessary fields
+#Fill up the necessary fields and Click Send[[File:Pro Users (Create) - Step 04.png|center|598x598px]]<br />
-# Click Send
+#The system will provide the credentials via email. Click on the link provided in order for the new user to log in.[[File:Pro Tax (Create) - Step 05.png|center|514x514px]]<br />
-====== <span class="mw-headline ve-pasteProtect" id="Viewing_Items" style="box-sizing: inherit;" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}"><span class="mw-headline ve-pasteProtect" id="Viewing_Account" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}" style="box-sizing: inherit;">Viewing Users</span></span> ======
+======<span class="mw-headline ve-pasteProtect" id="Viewing_Items" style="box-sizing: inherit;" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}"><span class="mw-headline ve-pasteProtect" id="Viewing_Account" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}" style="box-sizing: inherit;">Viewing Users</span></span>======
-# On the Main Menu, click the Gear Icon then choose '''Maintenance'''
+#On the Main Menu, click the Gear Icon then choose '''Maintenance'''[[File:Pro Chart of Accounts (Create) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Create)%20-%20Step%2001.png|950x950px]]
-# Under Maintenance Side Bar, Click '''Users'''
+#Under Maintenance Side Bar, Click '''Users'''[[File:Pro Users (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Users%20(Create)%20-%20Step%2002.png|center]]
-# Under Users Menu, Select the Users that needs to view its details, click the drop down arrow then choose '''View'''
+#Under Users Menu, Select the Users that needs to view its details, click the drop down arrow then choose '''View'''[[File:Pro Chart of Accounts (View) - Step 03.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(View)%20-%20Step%2003.png|center|154x154px]]
-====== <span class="mw-headline ve-pasteProtect" id="Editing_Items" style="box-sizing: inherit;" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}"><span class="mw-headline ve-pasteProtect" id="Editing_Account" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}" style="box-sizing: inherit;">Editing Users</span></span> ======
+======<span class="mw-headline ve-pasteProtect" id="Editing_Items" style="box-sizing: inherit;" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}"><span class="mw-headline ve-pasteProtect" id="Editing_Account" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}" style="box-sizing: inherit;">Editing Users</span></span>======
-# On the Main Menu, click the Gear Icon then choose '''Maintenance'''
+#On the Main Menu, click the Gear Icon then choose '''Maintenance'''[[File:Pro Chart of Accounts (Create) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Create)%20-%20Step%2001.png|950x950px]]
-# Under Maintenance Side Bar, Click '''Users'''
+#Under Maintenance Side Bar, Click '''Users'''[[File:Pro Users (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Users%20(Create)%20-%20Step%2002.png|center]]
-# Under Users Menu, Select the Users that needs to update its details, click the drop down arrow then choose '''Edit'''
+#Under Users Menu, Select the Users that needs to update its details, click the drop down arrow then choose '''Edit'''[[File:Pro Chart of Accounts (Edit) - Step 03.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Edit)%20-%20Step%2003.png|center|154x154px]]
-# Update the necessary fields
+#Update the necessary fields[[File:Pro Users (Edit) - Step 04.png|center|950x950px|link=https://docs.oojeema.com/File:Pro_Users_(Edit)_-_Step_04.png]]
-# Click Save
+#Click Save
-====== <span class="mw-headline ve-pasteProtect" id="Deleting_Items" style="box-sizing: inherit;" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}"><span class="mw-headline ve-pasteProtect" id="Deleting_Account" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}" style="box-sizing: inherit;">Deleting Users</span></span> ======
+======<span class="mw-headline ve-pasteProtect" id="Deleting_Items" style="box-sizing: inherit;" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}"><span class="mw-headline ve-pasteProtect" id="Deleting_Account" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}" style="box-sizing: inherit;">Deleting Users</span></span>======
-# On the Main Menu, click the Gear Icon then choose '''Maintenance'''
+#On the Main Menu, click the Gear Icon then choose '''Maintenance'''[[File:Pro Chart of Accounts (Create) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Create)%20-%20Step%2001.png|950x950px]]
-# Under Maintenance Side Bar, Click '''Users'''
+#Under Maintenance Side Bar, Click '''Users'''[[File:Pro Users (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Users%20(Create)%20-%20Step%2002.png|center]]
-# Under Users Menu, Select the Users that needs to be deleted, click the drop down arrow then choose '''Delete'''
+#Under Users Menu, Select the Users that needs to be deleted, click the drop down arrow then choose '''Delete'''[[File:Pro Chart of Accounts (Delete) - Step 03.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Delete)%20-%20Step%2003.png|center|154x154px]]
-# Click Yes to Confirm the deletion process
+#Click Yes to Confirm the deletion process[[File:Pro Chart of Accounts (Delete) - Step 04.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Delete)%20-%20Step%2004.png|center|281x281px]]