Users management

List of paragraphs:

• Creating new user
• Permissions
• Password reset
• Not system user
• Deactivating system user account
• Deleting system user account

Follow these steps to create system logins for new users or provide them permissions. 

Creating new user

1. Select the Setup in the bottom of the modules menu - Staff. Here you will see the list of all the system users.

2. To create a new user, click on the New record.

3. Here fill the new user information and click save.

4. The new user will receive an email with the invitation to join Hanna system. The letter will have a link to create a user password needed to log in to the account.

Permissions

Permissions are used to either grant or limit access to system modules and different functions (for example, creating invoices, edit projects, etc.).

1. To limit or grant permissions, go to Setup - Staff. Here you will see the list of all the system users, select the needed user by clicking on their name.

2. Click on the tab Permission. Here you will see the table displaying different system modules and functions. Click to Edit to determine which of these permissions will be granted or limited for the user.

3. The permission can be granted by the user role that already have a set of permissions applied for the specific role.

4. Add the Organization - then the user will see only the records that belong to the selected organization.

5. When all the permissions are set, do not forget to save the changes. by clicking Submit.

Password reset

If you create a new user in the system or if the user forgot their password, you can send it via the users profile by selecting the Actions button and clicking on Send password reset link:

Not system user

You will find this option by selecting Setup - Staff - needed user's profile - Edit.

This option is intended to describe the employees of the company, but not to create system logins for them. However, this user will not be able to see any information in the system as he will not have a login. The account for Not system user is free of charge.

If you want to assign this user to system entries, check the option Can be assignee. You will see these users in the list when picking a responsible person for system entries.

Deactivating system user account

To turn off user account's activity, go to Setup - Staff - select the needed user - click on the selection Active to deactivate.

When deactivated, user will appear in Inactive section and license fee for this account will not be applied.

Deleting system user account

Go to the Setup - Staff - Active users.

If you want to delete system user, select delete button:

System will display a table, where you should indicate a user, who will be assigned to all system entries of deleted user: