SETTINGS

Users & Roles

Sharing

Company

Hierarchy

Company Calendar

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The Settings Module is designed to help an organization manage and keep track of their Users . The Settings module is divided into five sub-modules:

User Profile

User Profile displays the list of users and roles of the users. It has two categories: User List and User Role

User List

User List displays the list of users in a tabular format. As shown in the image, the below table represents the following nine columns:

Add New

You can add new users by clicking on Add New button which is given in the top right corner of User Profile page.

User Detail Form:The add new page has following fields :

User View

The new User View entry looks exactly like the below image.

Edit User

You can edit user information by clicking on Edit User button which is given in the top right corner of User Profile page.

Edit user detail form can edit information and can even fill blank fields which have not been filled

User Role

User Role displays the Role of users. It enlists the role of users in tabular format. As shown in the image below the table represents four columns:

Add New

You can add new roles by clicking on the Add New button. This button is located in the top right corner of User Profile page.

Add new role: You can use the add new role page to give a user access to specific modules only:

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Sharing

To access the Sharing sub-module, click on Settings in the sidebar, a dropdown containing the submodules is displayed to the user. The user can use this dropdown to navigate to the Sharing sub-module.

  • Sharing facilitates the user to create and share calendar events, create follow Ups, minutes of meeting, tasks & emails . It enlists the users in a tabular format. As shown in the image below, the table represents three columns:

    • The sharing sub-module comprises of the following tabs:

  • Calendar :This tab displays the name, username, and the users with whom the given calendar events were shared.

  • Task :This tab displays the name, username, and the users with whom the given task was shared.

  • Emails :This tab displays the name, username, and the users with whom the given email was shared.

  • Follow Up :This tab displays the name, username, and the users with whom the given follow up was shared.

  • Minutes of Meeting :This tab displays the name, username, and the users with whom the given minutes of meeting was shared.

  • You can include deleted users in the list by ticking the view deleted users checkbox. This is located in the top left hand corner of the page

  • The user can share calendars, tasks, emails, follow ups or minutes of meetings with different users by using the Share dropdown and selecting the desired users with whom sharing is to be done.

    • Company

    To access the Company sub-module, click on Settings in the sidebar, a dropdown containing all the submodules will appear. The user can use this dropdown to navigate to the Company sub-module.

    Company List

  • As shown in the below image, the company list comprises of the following six columns:

    • Add New Company

    You can add a new company by clicking on the Add New button, which is located in the top right corner of company page.

  • This section asks for the details of the new company to be saved. Fields marked with an asterisk (*) are required and can not be left empty.

    • Company View

    The new company view entry looks exactly like the below image.

    You can edit company details by clicking on Edit Company button which is given in the top right corner of company view page.

  • This section asks for the revised details of the company. Fields marked with an asterisk (*) are required and can not be left empty.

    • Additional Address

  • The user can view and add additional addresses of a company in this tab.
    As shown in the image below, the list contains the following 10 columns:

    • Actions

    The three actions are as follows:

    Add New

    You can enter an additional address by clicking on Add New button which is located in the top right corner of the additional address tab.

  • This section asks for the details of the new address. Fields marked with an asterisk (*) are required and can not be left empty.

    • Bank Tab

  • The Bank Tab shows all banking details of the company. As shown in the image below the table represents 10 columns:

    • Actions

    The four actions are as follows:

  • The user can view the cheque number, status of the cheque and the user who issued it. To delete a record, click on the Delete hyperlink in the Action column.

    • You can add new cheques by clicking on the Add Cheques button which is located in the top right corner of bank tab.

  • Interms displays to the user the Intermediary Bank Name, Branch Name, Currency and Actions. To delete a record, click on the Delete hyperlink in the Action column.

    • You can add a new Intermediary Bank by clicking on the Add Intermediary Bank button which is located in the top right corner of the bank tab.

    Intermediary Banks Tab

  • Intermediary Banks shows all intermediary Banks details of the company. As shown in the image below the table represents 10 columns:

    • Actions

    The two actions are as follows:

  • Edit: Edit allows you to change details of the Intermediary Bank accounts.

    • Add Bank

    You can add new intermediary bank details by clicking on Add Bank button, which is located in the top right corner of intermediary banks tab.

  • This section asks for the new intermediary banks' details. Fields marked with an asterisk (*) are required and can not be left empty.

    • Shift Tab

  • Shift Tab shows all shift details of the company. As shown in the image below the table represents 10 columns:

    • Actions

    The three actions are as follows:

    DMS Tab

    The user can attach additional documents to a shift using Edifybiz's DMS functionality.
    To add a new document, the user can click on the Add Document button and refresh the list of added documents by clicking on the Refresh button.
    The user can navigate through different folders in the Folders column.
    The details of a document include the File Name, the Size of the File, the Date of Creation and the user who created the document.
    The actions that can be taken on a document include:

    These actions are enlisted in the actions column of the document list.

    Add Document

    You can add new document in the dms by clicking on Add Document button.

    You can upload new document in the dms by clicking on done button the file will be uploaded.

    Logo Tab

  • In Logo tab you can upload logo,select the logo,remove the logo of the company

    • Hierarchy

    To access the Hierarchy sub-module, click on Setting in the sidebar, a dropdown containing the submodules will appear. The user can use this dropdown to navigate to the Hierarchy sub-module.

  • Hierarchy creates the main node and a sub node under it. As shown in the image below the table represents two columns:

  • You can create and rename level 1 nodes

  • You can create,rename and delete sub nodes

    • Company Calendar

    Company Calendar settings allows an organization set a calendar that can be viewed by all of its employees. The user can define different events and holidays using this setting.
    To access the Company Calendar settings, click on Company Calendar in the Settings dropdown in the sidebar.

    After clicking on Company Calendar, the user can view the list of already added events.
    The user can look for a specific record using the search bar and vary the number of records per page using the dropdown in the top left corner.
    The following columns can be viewed by the user in the listing:
    • Date: This displays the date of the event.
    • Event Title: This column displays the title of the event.
    • Remark: This column displays a remark added to an event, describing it.
    • Type: This column displays the type of event.
    • Company-Branch: This column displays the company and the branch where the said event is applicable.
    • Created By: This displays the name of the user who created that event.
    • Updated By: This displays the name of the user who last updated that event.

    Deleting an Event

    To delete an event, tick the checkbox corresponding to the desired event to be deleted.
    Following this, press the Delete button, located in the top right corner of the screen.

    Editing an Event

    To edit an event, click on the event title corresponding to the desired event to be edited.

    The user is now displayed a form where the fields are filled with existing values. These values can be changed by the user,
    After making necessary changes, press the Save button to save the changes.
    Press the Cancel button to discard the changes and go back to the event listing.

    Add New Company Calendar Event

    To add a new calendar event, press the Add New button, located in the top right corner of the screen.

    The user is now prompted to enter a form asking for the details about the event.
    The following fields need to be entered by the user:
    • Title: The event title is to be entered in this field
    • Date: The user picks the date range of the event by entering the from date and the to date of the event.
    • Type: The user selects the type of event in this field.
    • Company-Branch: The user has to select the company and the branch where the event is applicable in this field.
    • Remarks: The user enter additional remarks to an event in this field. The remarks could provide a description for the event.
    Fields marked with an asterisk(*) are required and can not be left empty.
    After entering necessary details, press the Save button to add the event to the company calendar.
    Press Cancel to go back to the list without adding the event.

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