Settings Module

The Settings Module allows you to configure system settings, manage users, set up security, and customize your organization's preferences.

Overview

The Settings Module provides comprehensive system configuration options. You can manage personal settings, company information, users, security, workflows, and system preferences.

Who Uses Settings

• Administrators - Full access to all settings
• Managers - Limited access based on role
• Regular Users - Personal settings only

Important Note

Changes made in Settings can affect the entire organization. Make sure you understand the impact of changes before applying them.

Module Sections

Personal

• Email Configuration - Configure your email settings

Company

• Company Information - Manage company details
• Branches - Manage company branches
• Client Memberships - Configure client membership programs
• Wallet Management - Manage company wallets

Users

• Users - Manage user accounts
• Inactive Users - View and manage inactive users
• Departments - Organize users into departments
• User Invite - Invite new users to the system

Security

• Roles - Define and manage user roles
• User Levels - Configure user access levels

Workflow

• Purchase Request Workflow - Configure purchase request approval
• Delivery Status Workflow - Set up delivery workflows
• Liquidation Workflow - Configure liquidation processes

System

• Super Admin Promotion - Promote users to super admin
• Sent Emails - View system email history
• Cloud Credentials - Manage cloud service credentials
• System Configuration - Configure system-wide settings
• About - View system information and version

Key Features

• User Management - Add, edit, and manage users
• Role Management - Define permissions and access
• Company Configuration - Set up company information
• Workflow Setup - Configure business processes
• Security Settings - Manage access and permissions
• System Configuration - Adjust system-wide settings

Common Tasks

Managing Users

1. Navigate to Settings → Users
2. View all users
3. Add new users or edit existing ones
4. Set user roles and permissions

Configuring Roles

1. Go to Settings → Security → Roles
2. Create or edit roles
3. Assign permissions to roles
4. Assign roles to users

Setting Up Company Information

1. Navigate to Settings → Company → Company Information
2. Enter or update company details
3. Save changes

Inviting Users

1. Go to Settings → Users → User Invite
2. Enter user email address
3. Select role and permissions
4. Send invitation

Tips and Best Practices

• Regular Review - Review user access regularly
• Secure Roles - Assign appropriate permissions
• Keep Updated - Maintain current company information
• Document Changes - Keep records of configuration changes
• Test Workflows - Test workflow configurations

Related Modules

• All modules are affected by settings configuration
• User permissions control access to all modules

---

💡 Note: Settings access is restricted based on your role. Contact your administrator for access to specific settings.