Search

Results for “users” — 20 results

ARTICLE

Permission reference: Settings & administration

Control who can manage system settings, users, groups, and permissions.

ARTICLE

FAQ: Custom Roles

Common questions about creating and managing roles tailored to your team.

ARTICLE

Deactivating and reactivating users

Temporarily block a user from logging in without deleting their account.

ARTICLE

System Administrator: daily workflow

Step-by-step tasks for user management, permissions, and system monitoring.

ARTICLE

Feature roles: inventory, payroll, manufacturing and HR managers

Learn about the specialized roles that unlock specific business modules like inventory, payroll, and manufacturing.

ARTICLE

Security best practices for administrators

Protect your Usystems account and sensitive financial data with essential security practices.

ARTICLE

Step 6 — Creating the admin user and default roles

Set up your first full-access admin account and assign permission groups to your team.

ARTICLE

Assigning users to roles

Grant users the roles they need to do their job, and revoke access when they change positions.

ARTICLE

Permission reference: Sales documents

Control who can view, create, edit, and delete invoices and sales orders.

ARTICLE

Company-wide language, timezone, calendar and week start

Set company-wide defaults for language, timezone, calendar system, and first day of week.

ARTICLE

The default roles: administrator, finance, operations

Understand the three core roles that come built in to Usystems and what each one can do.

ARTICLE

Company appearance: login screen, lock screen images and default theme

Customize your Usystems login, lock screen, and company-wide visual defaults for all users.

ARTICLE

Permission reference: Queues & front desk

Control who can manage patient/customer queues and front desk operations.

ARTICLE

Permission reference: Accounting & journal

Control who can view the chart of accounts, journalize transactions, and manage GL entries.

ARTICLE

FAQ: Creating & Managing Users

Answers to common questions about user accounts, passwords, and roles.

ARTICLE

FAQ: Wizard Steps

Answers to common questions about completing the setup wizard.

ARTICLE

Permission reference: POS

Control who can access point-of-sale terminals and process POS transactions.

ARTICLE

FAQ: Assigning Permissions

Quick answers to common questions about setting up roles and permissions.

ARTICLE

Editing a user

Update a user's name, roles, or access restrictions.

ARTICLE

System Administrator: quick reference cheat sheet

Quick links and admin task checklist.