System Setup

User account management, targets, other setup items

How to Edit Company's details
Log in to the system  From the main menu, go to the System Setup module. Under the Company Details section, click on Company's Details. A form conta...
Sun, 26 Jul, 2026 at 2:22 PM
How to add a Weekend/Holiday date
Please follow the below steps: Log in to the system Go to system set up module under company’s details section Click on the “Weekend/Holiday” link to...
Wed, 2 Jun, 2021 at 3:17 PM
How to Add File Types
Adding a File Type Log in to the system  From the main dashboard, go to the System Setup module. Under the Company's Details section, click on File ...
Sun, 26 Jul, 2026 at 2:35 PM
How to De-activate a File Type
Please follow the below steps: Log in to the system Go to system set up module under company’s details section Click on the “File Types” link to view...
Wed, 2 Jun, 2021 at 3:18 PM
How to Delete a File Type
Please follow the below steps: Log in to the system Go to system set up module under company’s details section Click on the “File Types” link to view...
Wed, 2 Jun, 2021 at 3:18 PM
How to add a Currency
Please follow the below steps: Log in to the system Go to system set up module under company’s details section Click on the “Currency List” link to v...
Wed, 2 Jun, 2021 at 3:18 PM
How to Register a New User
Please follow the steps: Log in to the system  From the main dashboard, go to the System Setup module. Under the System Setup module, locate the User...
Sun, 26 Jul, 2026 at 2:26 PM
How to edit User's Details
Kindly follow the below steps: Log in to the system Go to system set up module under User Accounts section Click on the “Manage User Accounts” link ...
Wed, 2 Jun, 2021 at 3:19 PM
How to Add or Remove User Roles
Adding User Roles Log in to the system  From the main dashboard, go to the System Setup module. Under the User Accounts section, click on Manage User Ac...
Sun, 26 Jul, 2026 at 2:38 PM
How to Deactivate a User Account
Log in to the system. From the main dashboard, go to the System Setup module. Under the User Accounts section, click on Manage User Accounts. Scroll dow...
Sun, 26 Jul, 2026 at 2:40 PM