IDZlink Help

o Open the Home Page from the bottom left corner

o Click the Administration tile in your Company Module area

o Next, click User Management from the drop down menu

o Click Add/Remove Users

o Search for the User you wish to add, this maybe your sales staff, managers, accountants etc.

o Find the user and click Submit

o Select the User you wish to give rights for from the drop down menu.

o Once selected, select the settings icon in the Masters/Settings in the User Roles/Rights area.

o Select All for each page to give your User all the Rights.

o Select any of New, View, Edit, Delete, and Print to give Users that right that you wish.

o New is to create a record from an page, View is to view the records, Edit is to edit existing records, Delete to delete a record and Print to print the record as PDF.

o Selecting all for each page allows the user to add, edit, view, delete and print records from each of the pages.

o Click Add/Manage Groups to add roles such as Admin, Manager and Cashier

o For Admin, give all rights.

o For Manager give the rights other than Admin/Assign Roles rights.

o For Cashier, give rights for POS, Item Management.

o Once the groups are created, you can assign users for each Group Roles.