Under Administrator/All users you can see a list of all users and the accounts they are linked to.
You can also manage users from the pop-up menu.
This menu does not appear for users with the "Standard" role
Add user
Here the retailer can add a new user.
Under "Add user" you must enter contact and login information.
and i.e. Password and Username/Login ID.
The role can be changed (to 'Accountant' or 'Reseller') by a reseller later.
But is always created as 'Default' in this screen. Read more.
In the "Status" field you can also choose to block or delete the user.
See more about these below under "Edit user".
Remember to click "Save" when creating a user or after any changes.
If a created user needs a separate subscription, read more here.
Edit user
Here you can change contact information and login information for the user.
And also change the password for the user.
To block a user, set the "Status" field to "Blocked".
Afterwards, this user can no longer log in to Uniconta.
If you want to delete a user, set the "Status" field to "Deleted".
And note herethat if a user is the "Owner" of an account, the user cannot be deleted.
The owner of an account can edit users and change passwords under Administrator/All users here.
Users can change their own password by selecting the small profile man icon at the top right of the program and selecting My profile.
In the screen that appears, enter the current password and the new password required. Select Save to tape to save the change.
Remember to click "Save" when creating a user or after any changes.
Login History
Here you can see a list of login activity for the user you have selected.
Here you can use the universal buttons in the pop-up menu.
Among other things, you can see the way you have been logged in.
You can also see which Uniconta version (e.g. 87, 88, 90) the user has been logged in with.
Client/server tracking
This is an activity log of the user's movements in Uniconta.
You can use "Filter" to sort the log.
and "Layout" to add fields you have removed yourself.
Member companies
Here you can see which companies/accounts you are associated with and other information.
For example, when accounts were created and which programs these accounts were converted from.
Update
This button updates all information after changes.
Subscription
Here you can create or change a subscription. Read more here.
Specify as
Here you can set a user as an Auditor.
Create new accounts
Allows you to create a new account where you can copy setup from another company account.
Plugins
This is a list of the plugins you have created.
Reports
This lists all the reports you have created.
It is possible to view the report, change already created report(s), or add a new report.
Attachments
Here you can attach a note or other document to the user you have selected.
When a note or document is attached, you can access it by clicking on the note or document icon.
Description of local menu buttons
In the local menu you have universal buttons that appear in almost all local menus. Such as"Filter","Clear filter" and"Layout". At the same time, there are also buttons that are unique to the menu item you are on.
Local menu buttons
Add user
Here the retailer can add a new user.
Under "Add user" you must enter contact and login information.
and i.e. Password and Username/Login ID.
The role can be changed (to 'Accountant' or 'Reseller') by a reseller later.
But is always created as 'Default' in this screen. Read more.
In the "Status" field you can also choose to block or delete the user.
See more about these below under "Edit user".
Remember to click "Save" when creating a user or after any changes.
If a created user needs a separate subscription, read more here.
Edit user
Here you can change contact information and login information for the user.
And also change the password for the user.
To block a user, set the "Status" field to "Blocked".
Afterwards, this user can no longer log in to Uniconta.
If you want to delete a user, set the "Status" field to "Deleted".
And note herethat if a user is the "Owner" of an account, the user cannot be deleted.
The owner of an account can edit users and change passwords under Administrator/All users here.
Users can change their own password by selecting the small profile man icon at the top right of the program and selecting My profile.
In the screen that appears, enter the current password and the new password required. Select Save to tape to save the change.
Remember to click "Save" when creating a user or after any changes.
Login History
Here you can see a list of login activity for the user you have selected.
Here you can use the universal buttons in the pop-up menu.
Among other things, you can see the way you have been logged in.
You can also see which Uniconta version (e.g. 87, 88, 90) the user has been logged in with.
Client/server tracking
This is an activity log of the user's movements in Uniconta.
You can use "Filter" to sort the log.
and "Layout" to add fields you have removed yourself.
Member companies
Here you can see which companies/accounts you are associated with and other information.
For example, when accounts were created and which programs these accounts were converted from.
Update
This button updates all information after changes.
Subscription
Here you can create or change a subscription. Read more here.
Specify as
Here you can set a user as an Auditor.
Create new accounts
Allows you to create a new account where you can copy setup from another company account.
Plugins
This is a list of the plugins you have created.
Reports
This lists all the reports you have created.
It is possible to view the report, change already created report(s), or add a new report.
Attachments
Here you can attach a note or other document to the user you have selected.
When a note or document is attached, you can access it by clicking on the note or document icon.