Log in to Your Account
Navigate to Your Profile Settings
Update Your Information
Save Changes
How to create New User in ERPCA?
Steps to create new User:
1. Login as Admin
2. Click on User
3. Click on Create New User button
(Rights can be given to other team members also to create new user)
First create the Partners (Creating at-least one partner is mandatory) Followed by Managers and Lastly the subordinates so that the Working under and Reporting to can be properly defined which will create the hierarchy and organization structure accordingly.
Check mark enable login access and activate user and click on submit.
While creating Managers working under and reporting will have the same partner's name.
While creating other profiles like employee, articles etc. working under will have the partner's name and reporting to will have the manager's name which is working under the same partner and if there is no manager/team leader concept which is followed, reporting to will have the same partner's name.
Here you can view ALL the count like Users disabled, with no task assigned, on leave and active.
Kindly note(Show only assigned customer and bill registers is a restriction which enables users to see only assigned customers and their billing).
After user creation you can see the list as per the screenshot attached below-
IMPORT USERS
Import Users:
With the help of Import format users can be imported into the system in bulk through excel sheet.
Navigate To Users Menu
Click On Import Users
From the Click Here link you can get the excel file format for importing users.
Following are the instructions which needs to followed while filling the excel sheet.
First name, Last name Mobile Number Email ID and Gender is compulsory.
Every users should have a unique email id and number-it cannot be repeated among the users.
Please fill the hierarchy wise data in the excel sheet i.e. Start with Partner followed by Manager ,Article, Employee, Receptionist ,Accountant, HR
Columns reporting to – will have the managers email id and partner id will have the partners email id under which the user is reporting to and working under and if there is no manager/team leader concept same partners email id will come in reporting to column
Do not use (') or (") anywhere in the Import Sheet
Do not keep empty Spaces inside the cell value
Any changes in import format field like column head change field, hiding columns will lead to wrong upload of data. ERPCA will not be responsible for the wrong data upload.
The Excel File needs to be filled in the following manner. Upload only .xls file format.
Importing the excel file click on Confirm on the Preview page. if confirm option is not appearing,it is an error,cross check the user excel sheet,rectified and again upload.After importing successfully,All the users will get their password in the respective email id.
Organization Structure:
It shows the Graphical representation of employees working under the organization. Its a Hierarchy. Here you can easily understand the respective user's reporting person and working under Partner.
To change the hierarchy user profile needs to be changed first.
To view go to Users from main menu ---> Click on Organization Structure button.
USERS CAN UPDATE THEIR OWN PROFILE
Follow the below-given steps to update your profile.
Log in to Your Account
Navigate to Your Profile Settings
Update Your Information
Save Changes
You can update the password and see the counts of tasks.
Further profile can also be edited and updated by the user, like Personal Communication and Social Media Information.
Password Reset:
Follow the below-given steps to reset your password.
Log in to Your Account
Navigate to Your Profile Settings
Click on Change Password
Enter the old and New Password
Save Changes
How to change the User Group Designation(Nomenclature):
Now, you can change the designation as per requirement, you can not add more apart from the seven role listed but only update the existing one.
Follow the below steps:
1. Logged in as Admin
2. Click on System Config
3. Click on User group setting