Giving people access to Others

Splendid accounts are allowing you to share your company with the people working with you with limited access. You can invite them to the appropriate roles they are accomplished. This feature is available under the setup menu in the Users menu listing in the “Lists” column.

Back date Transaction Limit

You can set back date transaction limit for each existing user. It will allow user to make transactions only in those days only.

Multiple User Roles and their rights​

• Store Manager

This user has all the rights to create Sales Delivery and Goods Receiving Note, can add, edit, delete, revise, and approve the transactions, and manages the inventory also.

• Store Assistant

This user has the limited rights in Sales Delivery and Goods Receiving Note, can add and edit transactions in draft’s mode only and forward it to his manager for approval.

• Sales Manager

This user has all the rights in the sales section, he can add, edit, delete, revise, and approve all the transactions.

• Sales Assistant

This user has the limited rights in sales section to add and edit transactions in draft mode only and forward it to his manager for approval. He can view limited reports also.

• Purchase Manager

This user has all the rights in the purchase section, he can add, edit, delete, revise, and approve all the transactions.

• Purchase Assistant

This user has the limited rights in the purchase section to add and edit transactions in draft mode only and forward it to his manager for approval. He can view limited reports also.

• Accounts Manager

This user has all the rights in the accounts section, he can add, edit, delete, revise, and approve all the transactions.

• Accounts Assistant

This user has the limited rights in accounts section to add and edit transactions in draft mode only and forward it to his manager for approval. He can view limited reports also.

• Pos Manager

This user has all the rights in POS, can add terminal and record transactions.

• Pos Assistant

This user has limited rights in the POS section.

• Report Viewer

This user is only applicable to view the dashboard and reports of the system.

• Company Admin

This user has all the rights to manage the complete system.

Add a new user to a company

The company you are using can have multiple users depending on the subscription plan you bought. This feature is only available for purchase subscription and not for free trial version. Once you purchased the subscription, under the Users menu, the system is offering you an invite button through which you can send an invite to different people with the appropriate roles and permissions. Note that list listing all the users who can access the company.

Change user roles to an existing user

You can update the permissions for an already invited user for a specified company by clicking on the roles icon.

Activate or deactivate users

You can activate or deactivate the already invited users if they are not part of the company or you don’t want them to access the specified company anymore by clicking roles icon at most right column.