Basic settings
There are some configurations that you would like to check before starting creating any record.
Many of them involve user and organization configuration, the creation of your pricebooks and addition of products or write document templates.
Own user settings
Update your own details to present correct and complete information elsewhere in your organization where it refers to you.
To do this, open the user menu in the upper right corner and click on the My User item
You will see a form with basic information about your user.
Open the form options menu by clicking on the button on the upper right side of the form and then click on the Edit option.
Once the form is enabled you can update the following information:
- Personal name.
- Personal telephone.
- Role in the organization.
- Signature to attach to documents.
Create a signature
To create your signature, use your mouse, place the pointer in the white space reserved for the signature. Left-click and hold down while moving the mouse slightly to create a stroke. Make the necessary strokes to draw your signature.
You can at any time undo or redo the strokes with the buttons at the top of the signature area, and start over with a blank area using the erase button.
Save your changes by clicking the Save button at the bottom right. If you want to undo the changes, do click on the Cancel button at the bottom left of the form.
Know your role
Know if your user has any role, whether Admin or Root user.
Check the labels that are presented at the bottom.
Users who just create a new account get the role of Root and Admin user.
Organization settings
- You need to have the Root role to be able to update the organization's information.
- If you are a user with the Admin role, you will only be able to view current organization details.
- Ordinary users do not have access to this form.
Whether you work, as an individual, a small or medium-sized business with multiple users, make sure your organization's details are correct and up-to-date. Presenting clear and correct information is crucial to maintaining effective communication with your clients and complying with legal regulations.
Update organization settings
Open the user menu and click the Organization item.
Open the form options menu by clicking on the button on the upper right side of the form and then click on the Edit option.
Fill the form with your organization details in such a way they are clear and accurate.
Save your changes by clicking the Save button at the bottom right. If you want to undo the changes, do click the cancel button at the bottom left.