Create new user in ERPCA:
Steps to create new User:
1. login as Admin
2. Click on User
3. Click on Create New User button
(Rights can be given to other team members also to create new user)
First create the Partners (Creating at-least one partner is mandatory) Followed by Managers and Lastly the subordinates so that the Working under and Reporting to can be properly defined which will create the hierarchy and organization structure accordingly.
Check mark enable login access and activate user and click on submit.
Here you can view ALL the count like Users disabled, with no task assigned, on leave and active.
Kindly note(Show only assigned customer and bill registers is a restriction which enables users to see only assigned customers and their billing)
After user creation you can see the list as per the screenshot attached below-
Grid View of user page