10.1.1. How to create a user account

Database owners can create new users whose accounts inherit one or many rights of database owner, duplicate current user accounts, modify password, and even archive an active user account in the Settings module. The system also enables database owners to archive/unarchive, to delete, or to change password not only one user at a time, but many selected users at the same time.

Step 1: Follow the link Settings > Users & Companies > Users and click Create

Step 2: Input new user details and click Save.
Please note that the email of the user is mandatory and must be unique.

Database owners can consider other advanced functions described in detail below to create accounts that suit their management needs.

NoNameDescription
Header
1.NameDisplay name in system
2.UsernameLogin ID, usually user mail address (e.g. mary@example.com)
(Tab) Access rights
1.Inventory

User: This role has access to the following menus & submenus in module Inventory

    • Inventory > Overview
    • Operations > Transfers
    • Operations > Inventory Adjustment
    • Operations > Scrap
    • Master Data > Products

Manager: Besides the access to all menus & submenus as same as Inventory: User above, this role also have access to

    • Reporting > Warehouse Dashboard
    • Reporting > Inventory Report
    • Reporting > Inventory Valuation
    • Reporting > Product Moves
    • Configuration > Warehouses
    • Configuration > Operations Types
    • Configuration > Product Categories
2.Accounting & Finance

Billing: This role has access to the following menus & submenus in module Accounting & Expenses

    • Accounting > Customers > Invoices
    • Accounting > Customers > Payments
    • Accounting > Customers > Products
    • Accounting > Customers > Customers
    • Accounting > Vendors > Bills
    • Accounting > Vendors > Payments
    • Accounting > Vendors > Products
    • Accounting > Vendors > Vendors
    • Expenses > My expenses

Accountant: Besides the access to all menus & submenus as same as Accounting & Finance: Billing above, this role also have access to the following in Accounting modules

    • Overview
    • Reporting > Profit & Loss
    • Reporting > Balance Sheet
    • Reporting > Cash Flow Statement
    • Reporting > Executive Summary
    • Reporting > Partner Ledger
    • Reporting > Aged Receivable
    • Reporting > Aged Payable
    • Reporting > GL
    • Reporting > Trial Balance
    • Reporting > Consolidated Journals
    • Reporting > Tax Report
    • Reporting > Journals Audit
    • Reporting > Invoices
    • Configuration > Chart of accounts
    • Configuration > Taxes
    • Configuration > Fiscal Position
    • Configuration > Reconciliation Models

Advisor: Besides the access to all menus & submenus as same as Accounting & Finance: Accountant above, this role also has access to the following in Accounting modules

    • Accounting > Journal Entries
    • Accounting > Journal Items
    • Configuration > Bank Accounts
    • Configuration > Journals
    • Configuration > Incoterms
    • Configuration > Payment Terms
    • Configuration > Product Categories
3.Expenses

Officer: This role has access to the following menus & submenus in module Expenses

    • Dashboard
    • Expenses> My Expenses

Manager: The access to all menus & submenus as same as Expenses: Officer

4.Point of Sales

User: This role has access to the following menus & submenus in module Point of Sales:

    • Dashboard
    • Orders > Orders
    • Orders > Customers
    • Product > Products
    • Product > Price-lists

Manager: Besides the access to all menus & submenus as same as Point of Sales: User, this role also have access to:

    • Reporting > Orders
    • Reporting > Sales Details
    • Configuration > Point of Sale
    • Configuration > POS Categories
5.Website

Restricted Editor: This role can edit basic features on the database’s website such as show/hide logo, edit menus, manage pages, etc.

Editor & Designer: This role has full access rights to modify the database’s website such as organize pages and their properties, change pictures or background, edit slogan and text, etc.

6.AdministrationAccess Rights: This role enables users to create, edit, modify, and delete all records in module Settings. It is recommended that this role is ONLY assigned to the database owner.
(Tab) Preferences
1.LanguageSystem’s display language: English or Burmese
2.Time-zone

Please sync the system time-zone with a date-time configuration in your device.

3.Notification Management

Handle by Emails: All notifications will be managed not only in the KIU BMP system but also sent to the user’s mail address.

Handle by KIUBMP: All notifications will be managed only in KIU BMP, “Conversations” symbol on the top-left corner of the browser.

4.Alias

The alias email address that this account is included (e.g. sales@databasename.bmpdev.KIUgloba.com)

Users will be notified if there is any email sent to this alias email address.

5.SignatureThe configuration of user signature under every email sent by system.
(Tab) Point of Sale
1.BarcodeThe unique code that is given to this user.
2.Security PINThe secret PIN that can be used only by this user. When switching users in an opening POS session, the system may require this PIN to identify the correct user.

Once you finish above steps, there is no notification to user until you click at the button Send an invitation via email. An invitation will be sent to the user’s email with a link to set password. In case the user hasn’t received the email, you can copy the link and send them or you even can set a password for the user by clicking at Change Password.