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Difference between revisions of "Oojeema Pro Users Job Aids"

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== Users Job Aids ==
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{{DISPLAYTITLE:Users Job Aids}}<div style="text-align: center;">
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[[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]]
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</div>
  
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===== <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> =====
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<br />
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==Users Job Aids==
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Notes:
  
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====== Inviting a User ======
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*The user must have the following Modules in order to use Users Module
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**[[Pro Users Group Access|Users Group Access]]
  
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# On the Main Menu, click the Gear Icon then choose '''Maintenance'''
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=====<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>=====
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# Under Maintenance Side Bar, Click '''Users'''
 
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# Under Tax Menu, Click Options then choose '''Invite a User'''
 
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# Fill up the necessary fields
 
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# Click Send
 
  
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====== <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> ======
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======Inviting a User======
  
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# On the Main Menu, click the Gear Icon then choose '''Maintenance'''
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#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]]
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# Under Maintenance Side Bar, Click '''Users'''
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#Under Maintenance Side Bar, Click '''[[Pro Users|Users]]'''[[File:Pro Users (Create) - Step 02.png|center]]<br />
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# Under Users Menu, Select the Users that needs to view its details, click the drop down arrow then choose '''View'''
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#Under Users Menu, Click Options then choose '''Invite a User'''[[File:Pro Users (Create) - Step 03.png|center|950x950px]]<br />
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#Fill up the necessary fields and Click Send[[File:Pro Users (Create) - Step 04.png|center|598x598px]]<br />
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#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 />
  
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====== <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> ======
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======<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>======
  
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# On the Main Menu, click the Gear Icon then choose '''Maintenance'''
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#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]]
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# Under Maintenance Side Bar, Click '''Users'''
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#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]]
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# Under Users Menu, Select the Users that needs to update its details, click the drop down arrow then choose '''Edit'''
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#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]]
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# Update the necessary fields
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#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 />
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# Click Save
 
  
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====== <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> ======
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======<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>======
  
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# On the Main Menu, click the Gear Icon then choose '''Maintenance'''
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#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]]
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# Under Maintenance Side Bar, Click '''Users'''
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#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]]
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# Under Users Menu, Select the Users that needs to be deleted, click the drop down arrow then choose '''Delete'''
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#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]]
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# Click Yes to Confirm the deletion process
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#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]]
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#Click Save
  
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===== <span class="mw-headline ve-pasteProtect" id="Exporting_and_Importing_Items" style="box-sizing: inherit;" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}"><span class="mw-headline ve-pasteProtect" id="Exporting_and_Importing_Account" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}" style="box-sizing: inherit;">Exporting  Tax</span></span> =====
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======<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>======
  
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====== Exporting Users ======
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#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]]
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#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]]
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#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]]
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#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]]
  
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# On the Main Menu, click the Gear Icon then choose '''Maintenance'''
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{| class="wikitable" style="box-sizing: inherit; border-collapse: collapse; border-spacing: 0px; background-color: rgb(248, 249, 250); font-size: 14px; color: rgb(34, 34, 34); margin: 1em 0px; border: 1px solid rgb(162, 169, 177); font-family: &quot;Open Sans&quot;, Roboto, arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"
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# Under Maintenance Side Bar, Click '''Items'''
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! colspan="2" style="background-color:rgb(234, 236, 240);text-align:center;" |'''Modules'''
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# Under Users Menu, Click Options then Click '''Export Users'''
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|- style="box-sizing: inherit;"
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#* User has an option to change the display and change the account type for precise exporting of records
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| style="" |Maintenance
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| style="" |[[Pro Users|Users]]<nowiki> | </nowiki>[[Pro Users Group Access|Users Group Access]]
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|- style="box-sizing: inherit;"
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| colspan="2" style="vertical-align:middle;text-align:center;" |'''Job Aid Modules'''
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|- style="box-sizing: inherit;"
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| style="" |Maintenance Aids
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| style="" |[[Oojeema Pro Users Job Aids|Users Job Aids]]<nowiki> | </nowiki>[[Oojeema Pro Users Group Access Job Aids|Users Group Access Job Aids]]<nowiki> | </nowiki>[[Oojeema Pro Update User Profile Job Aids|Update User Profile Job Aids]]
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|}

Latest revision as of 15:02, 3 August 2021


Users Job Aids

Notes:

Managing Users
Inviting a User
  1. On the Main Menu, click the Gear Icon then choose MaintenancePro Chart of Accounts (Create) - Step 01.png
  2. Under Maintenance Side Bar, Click Users
    Pro Users (Create) - Step 02.png

  3. Under Users Menu, Click Options then choose Invite a User
    Pro Users (Create) - Step 03.png

  4. Fill up the necessary fields and Click Send
    Pro Users (Create) - Step 04.png

  5. The system will provide the credentials via email. Click on the link provided in order for the new user to log in.
    Pro Tax (Create) - Step 05.png

Viewing Users
  1. On the Main Menu, click the Gear Icon then choose MaintenancePro Chart of Accounts (Create) - Step 01.png
  2. Under Maintenance Side Bar, Click Users
    Pro Users (Create) - Step 02.png
  3. Under Users Menu, Select the Users that needs to view its details, click the drop down arrow then choose View
    Pro Chart of Accounts (View) - Step 03.png
  4. The user has an option to Edit the Users details or to Exit the View Record.
    Pro Users (View) - Step 04.png

Editing Users
  1. On the Main Menu, click the Gear Icon then choose MaintenancePro Chart of Accounts (Create) - Step 01.png
  2. Under Maintenance Side Bar, Click Users
    Pro Users (Create) - Step 02.png
  3. Under Users Menu, Select the Users that needs to update its details, click the drop down arrow then choose Edit
    Pro Chart of Accounts (Edit) - Step 03.png
  4. Update the necessary fields
    Pro Users (Edit) - Step 04.png
  5. Click Save
Deleting Users
  1. On the Main Menu, click the Gear Icon then choose MaintenancePro Chart of Accounts (Create) - Step 01.png
  2. Under Maintenance Side Bar, Click Users
    Pro Users (Create) - Step 02.png
  3. Under Users Menu, Select the Users that needs to be deleted, click the drop down arrow then choose Delete
    Pro Chart of Accounts (Delete) - Step 03.png
  4. Click Yes to Confirm the deletion process
    Pro Chart of Accounts (Delete) - Step 04.png
Modules
Maintenance Users | Users Group Access
Job Aid Modules
Maintenance Aids Users Job Aids | Users Group Access Job Aids | Update User Profile Job Aids
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