Users
AccuBooks Plus: User Management Documentation
Purpose
The User Management module allows system administrators to control and oversee who has access to the AccuBooks Plus accounting platform. It ensures system security and proper data governance by maintaining an audited list of active and inactive users, tracking their registered email addresses, and providing administrative controls to modify or revoke access.
How to Create a New User
- Navigate to Users: Look at the left-hand sidebar menu. Under the SETUP section, click on SYSTEM SETTINGS and then select Users.
- Initiate the Import/Creation Process: Locate the actions bar at the top right of the user registry workspace.
- Use the Import Feature: Click the yellow Import button. Follow the on-screen prompts to input the new user's credentials, including their desired Username, registered Email address, and initial access permissions.
- Save Changes: Confirm and submit the data to successfully add the user to the registry.
How to Edit an Existing User
- Locate the User: Navigate to the User Management page. Use the Search... bar at the top right of the list or use the Order By filters to find the specific user you want to modify.
- Access User Actions: Find the target user's row in the list. On the right side under the Actions column, you will see two blue icon buttons.
- Open the Edit Menu: Click the Edit/Modify icon (represented by the key/slider icon on the left of the action pair) to open the user's configuration profile.
- Update Details or Status: * Modify the username or email if updates are required.
- Toggle the Active? status to toggle between Yes (granting system access) and No (suspending system access).
- Commit Updates: Click the save or update button within the menu to apply the changes to the system.