Users
Timesheet and Time Time Log
Overview The Timesheet feature allows users to record the time they spend on their daily work. It helps firms monitor work hours, analyse productivity, and generate accurate time-based reports. Time entries can be created directly from the Timesheet ...
Users Upgrade (Add More Users)
Go to Settings > My Account. Click on the "Upgrade" button. Select the total number of users required, including existing users. Enter your Company name and GSTIN (if needed). Choose your payment method and make the payment. Your users will be added ...
Add New User
Open the Main dashboard. Go to Users, and Click on “+New” button. Upload the user’s profile photo. Enter details of the user (Name, Username, Mobile, Email) Set Password and Role. Enable “Is active?” option and click the Save button.
Change or Modified User Roles
Go to Users, and click on a user. Edit user details and Select the Role. Enable “Is active?” option and click the Save button.
User Roles Settings (Permission Settings)
Go to Settings and open User Roles'. Click on the +New Button or click on the role name to edit. Client Create Client: Enable/disable permission to create a new client. Edit Client: Everything - The user can edit client details of all clients. ...