Kakaral User Guide
  • ERP System
    • How To Login with Email and Password
    • How To Login with One Time Password (OTP)
    • Multiple Session Access
    • Forgot Password
    • Dashboard
    • Overview
      • Add Project
        • Without appointment
        • With Appointment
    • Project
      • Add Reminder
      • Manage Project
      • Project Assignee
      • Appointments
      • Add Appointment
      • Project Details and Media Sharing
      • + Quotation
        • + Create Quotation
        • Add product in Quotation
        • Drag and Drop Products
        • Page Break
        • Duplicate
        • Discount and GST
        • Comment
        • Generate Invoice
        • Generate Purchase Order
        • Quotation PDF Sample
      • Invoices
        • Invoices List
          • Add Invoice payment
          • Void Payment
          • Generate Invoice from Quotation
          • Edit Invoice
          • Drag and Drop Products
          • View payment page
          • Invoice PDF Sample
      • PO List
        • Generate PO from Quotation
        • Generate PO from Invoice
        • Create PO from +Create PO
        • PO Bulk update
        • Create PO
        • Product Edit
        • Exclude Function
        • Warehouse Function
          • Generating Purchase order by selecting Supplier alone
          • Generating Purchase order by selecting Warehouse alone
          • Generating Purchase order by selecting both Supplier and Warehouse
        • Purchase Order PDF Sample
      • DO List
        • Generating Delivery Order (DO)
        • Delivery Order PDF Sample
      • Expenses
        • Expense PDF Sample
        • Edit or Delete Expense
      • Profit & Loss
      • Gallery
    • Quotation
    • Purchase Order
    • Invoice
    • Delivery Order
    • Accounting
    • Report
      • Client Statement
      • Invoice Reports
      • Sales Reports
    • Users
      • Add User
    • Company
      • + Add Company
    • Client
      • + Add Client
    • Supplier
      • + Add Supplier
    • Warehouse
      • + Add Warehouse
    • Employee
      • + Add Employee
    • Product
      • Add Product and Services
      • Product Category List
    • Inventory List
      • Update Inventory
      • Inventory Bulk Update
      • Inventory History
    • Settings
      • Company
      • Payment Method
      • Payment Terms
      • Prefix Settings
      • System Settings
    • Account
      • My Subscription
    • Logout
  • Mobile Apps (Android and iOS)
    • How To Login with Email and Password
    • How To Login with One Time Password (OTP)
    • Multiple Session Access
    • Forgot Password
    • My Menu
    • Dashboard
    • Overview
      • Add Project
        • Without appointment
        • With Appointment
    • Project
      • Add Reminder
      • Manage Project
      • Project Assignee
      • Appointments
      • Add Appointment
      • Project Details and Media Sharing
      • + Quotation
        • + Create Quotation
        • Add product in Quotation
        • Drag and Drop Products
        • Page Break
        • Duplicate
        • Discount and GST
        • Comment
        • Generate Invoice
        • Generate Purchase Order
        • Quotation PDF Sample
      • Invoices
        • Invoices List
          • Add Invoice payment
          • Void Payment
          • Generate Invoice from Quotation
          • Edit Invoice
          • Drag and Drop Products
          • View payment page
          • Invoice PDF Sample
      • PO List
        • Generate PO from Quotation
        • Generate PO from Invoice
        • Create PO from +Create PO
        • PO Bulk update
        • Create PO
        • Product Edit
        • Exclude Function
        • Warehouse Function
          • Generating Purchase order by selecting Supplier alone
          • Generating Purchase order by selecting Warehouse alone
          • Generating Purchase order by selecting both Supplier and Warehouse
        • Purchase Order PDF Sample
      • DO List
        • Generating Delivery Order (DO)
        • Delivery Order PDF Sample
      • Expenses
        • Expense PDF Sample
        • Edit or Delete Expense
      • Profit & Loss
      • Gallery
    • Quotation
    • Purchase Order
    • Invoice
    • Delivery Order
    • Accounting
    • Balance Sheet
    • Profit & Loss
    • Expense
    • Client Statement
    • Invoice Reports
    • Sales Reports
    • Users
      • Add User
    • Company
      • + Add Company
    • Client
      • + Add Client
    • Supplier
      • + Add Supplier
    • Warehouse
      • + Add Warehouse
    • Employee
      • + Add Employee
    • Product
      • Add Product and Services
      • Product Category List
    • Inventory List
      • Update Inventory
      • Inventory Bulk Update
      • Inventory History
    • Settings
      • Company Profile
      • Payment Method
      • Payment Terms
      • Prefix Settings
      • System Settings
    • Account
      • My Subscription
    • Logout
  • Mobile Apps (Contractor)
    • Login with Email and Password
    • Login via OTP
    • Measurement
    • Installation
    • Delivery
    • Others
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On this page
  1. Mobile Apps (Android and iOS)
  2. Users

Add User

PreviousUsersNextCompany

Last updated 2 years ago

  • Click “+Add User” to add a new user to the system and provide access.

  • Enter the required user details and his/her contact details.

  • There are 4 types of users, supported by the system, based on the permission level: Master Admin, Super Admin, Admin and Contractor.

  • Any user can be provided access to any modules, on User’s decision. Click the modules under “Access-Group Modules” and “Access-Individual Modules”.

  • User with Access-Group Modules can access all data within the organisation.

  • User with Access-Individual Modules can only access their own data within the project they created or assigned.

  • Once a user is added, they will receive a link via registered email to set a password. The user can log in to the system once they have set a password.

  • User can request a Reset Password from the user under the “Edit” option.

Note:

· All Master User, Super User and User users are to have a unique name, email ID and Contact No.

· Regardless of the organisation, only contractors are permitted to use the same email address and contact number.

· Contractor users can only access through the APP.

· Only Master User will be able to select user access while adding User users.

· The 4 types of Users are:

· Master Admin- A Master User is the main user who will be provided full access to the system.

· Super Admin - A Super User will be provided access to only certain modules (less than the master User), as decided by the master User.

· Admin- User will be provided with the least user level access to only certain modules (less than the master and super User).

· Contractor - A contractor user can access the system only through the app.

While adding a new user to the system, the Master User can decide the User Access and level of data visibility for the user.

· If the User Access is set as “Access all data”, the user will be able to view all users” data added under the company.

· On selecting User access as “Access their data only”, the user will be able to view only data entered by them.