Oojeema Pro Users Job Aids

Users Job Aids

Managing Users

Inviting a User

1. On the Main Menu, click the Gear Icon then choose Maintenance
2. Under Maintenance Side Bar, Click Users
3. Under Tax Menu, Click Options then choose Invite a User
4. Fill up the necessary fields
5. Click Send

Viewing Users

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

Editing Users

1. On the Main Menu, click the Gear Icon then choose Maintenance
2. Under Maintenance Side Bar, Click Users
3. Under Users Menu, Select the Users that needs to update its details, click the drop down arrow then choose Edit
4. Update the necessary fields
5. Click Save

Deleting Users

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

Exporting Tax

Exporting Users

1. On the Main Menu, click the Gear Icon then choose Maintenance
2. Under Maintenance Side Bar, Click Items
3. 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