SmartPro
User and Permissions Setup

1 min read#249

How to add the company name: go to Settings - Company Data - then add the company name and other data. How to add currencies in the system: go to Company Data - Currencies - click New, then enter the currency name and specify the inventory currency if it is the inventory currency, then Save. How to add branches in the system: go to the Settings screen - Company Data - Branches - click Add - enter the branch name and other data, then Save. How to add a cash box: go to Settings - Cash Box - Add - enter the branch name, then link the branch it belongs to, then Save. How to add a bank: go to Settings - Banks - Add - enter the branch name, then link the branch it belongs to, then Save. How to add a user: go to the Settings screen - Users - click Add, then enter the user name in English, then enter all required details, then Save. How to add a role: go to the Settings screen - Users - User Groups - Add Role - set the permissions, then Save.

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