Difference between revisions of "Oojeema Pro 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]]
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</div>
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==Users Job Aids==
 
==Users Job Aids==
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Notes:
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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]]
  
 
=====<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>=====

Revision as of 14:38, 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