Managing users in PRO Software is simple and customizable, ensuring that each team member has the appropriate access and permissions. Here's a breakdown of key user management tasks:
Creating a New User
- Open Settings from the PRO Home Screen.
- Enter the user's email address and click Invite to send a login email.
- Click Manage Access Rights to customize user permissions.
Duplicating an Existing User
To save time, duplicate an existing user and modify the necessary details:
- Click Action > Duplicate from the user profile.
- Change the name and email address.
- Adjust permissions and user type, then click Save.
Setting User Passwords
Users can set their own passwords via email, or an admin can manually assign one:
- Click Action > Change Password.
- Enter the new password and notify the user.
Archiving vs. Deleting Users
- Archiving retains the user's history but removes their access.
- Deleting permanently erases the user and their data.
User Permission Examples
Different user roles grant different system access levels. Some common examples include:
- Billing Users: Limited to customers and vendors.
- Accountants: Access to customers, vendors, reporting, and configuration.
- Managers: Full access to all sales and financial data.
With these features, PRO Software makes user management efficient and secure.