Roles and Users

Fast Accounts has two types of users

Admin: Admin has access to the full system including the right to add additional users.
User: User can only access the areas of Software which are allowed by the Admin via User Role.

1. Sales Recovery Summary (By Date)

A Role is a group of rights which are allocated to a user, Admin can define separate Role for each user however if multiple users are of the same nature, Admin can use the same Role for all of them.

  1. Go to the Settings Menu
  2. Select User Management, this will open User List
  3. From the top right Select Manage Roles, this will open Roles List



  4. Select Add New, this will open the New Role Form.

Add the Role Name, Select the Rights for this Role and Press Save and Close.



2. How to Edit a Role

  1. Go to the Settings Menu
  2. Select User Management, this will open User List
  3. From the top right Select Manage Roles, this will open Roles List
  4. Select Edit from the Action Menu

This will open the role in Edit mode, on the Role Edit Form, make necessary changes and press save and close. The Users access will be changed according to the amended role.



3. How to Add a User

  1. Go to Settings Menu
  2. Select User Management, this will open User List
  3. Select Add New, this will open the New User Form

Fill in the necessary details, in case the Type is User, select the Role from the dropdown list and press Save & Close



Please call Fast Accounts Team for the support.