One of the main concerns for every business and organisation is the confidentiality and privacy. An ideal combination of roles and user rights allows you to achieve the appropriate balance of control and collaboration. Fast Accounts have covered what information a user can view, edit or delete.

User Rights

User rights allow you to manage the permissions given to each user in your account and as a result, you can better equip your users for the tasks you have assigned them while also keeping users focussed on the areas of the software you have chosen to give them access to.

Advanced User Rights

Unlike most other software out there, FastAccounts gives you advanced control over user rights, giving you a depth of control that no other software can offer, and at a price that can’t be beaten. Take control of your business like never before, and utilise the full potential of your workforce.

User and Role Management

FastAccounts allows you to manage your users and assign them roles with respective clearances for certain modules. The first thing you will want to do is add additional users, remember that for each subscription package you will have a certain number of users allowed. Should you need additional users, contact our support team. To add a new user, press the “User Management” link in the settings menu. This will load up a new page with a table for the list of users. This table will display the following information:

• Name – Name of the user.
• Phone – Phone number of the user.
• Email – Email address of the user.
• Type – The type of user (admin/user).
• Role – The role of the user.
• Status – The status of the user (active/inactive)

Alongside the above information, there is a column that will allow you a choice of actions to take regarding the user chosen. These actions are limited to editing or deleting the user.

Before you create a new user, you should first create roles to assign the new users. You can do this by either pressing the “Manage Roles” button or by returning to the settings menu and pressing the “Roles Management” link. This will open a new page with a table of roles. This table will show you the role ID, the name of the role, and the status of the role (active/inactive).

To add a new role, simply press the “Add New” button in the top right panel of the screen and this will open up a form. To create a new role just fill out the name, and use the tickboxes to select what rights to give that role access to. You can choose from a variety of options that cover every aspect of the software and of those options you can also select to what extent those rights should exist. Depending on the right selected, you can choose from the following:

• View Only – Only view information on the chosen screen(s)
• Modify – Modify information on the chosen screen(s).
• Add – Add information to the chosen screen(s).
• Delete – Delete information from the chosen screen(s).
• Share – Share information from the chosen screen(s).
• Furthermore, there are choices specific to the assembly module:
• Finish
• Print
• Print Cost

After having created a role, you can return to user management by either pressing the “Manage Users” button or by pressing the “User Management” link in the settings menu. Upon returning to this screen, press the “Add New” button in the top right panel to open the add new user form. Here you can fill out the earlier mentioned information for users, while also being able to do the following:

• Restrict via IP Address – restrict user access by IP address.
• Active – Select whether the user is active or inactive.
• Type – Choose whether the type of account is an admin or user account.

If you choose to make the linked account (new user) an admin, then the form is complete after that. However, if you choose to make the linked account a user, then you have a few additional options for selecting access rights:

• Role – Select from your predefined roles.
• Fixed – Select using the tickboxes whether the following are fixed for the user:
• Sale Rate
• Discount
• RM
• TO
• Bundle Quantity
• GST Sales
• GST Bills
• Bank – Select which bank accounts the user has access to, this includes cash on hand.