Getting Started
Customers
Accounting
- Bank & Cash Accounts
- Adding Bank & Cash Account
- Account Balances
- Deposit
- Expenses
- Account to Account Transfer
Sales
- Creating Invoice
- Managing Invoice
- POS
- Recurring Invoice
- Creating Quote
- Managing Quotes
- Invoice Payments
CRM
Support
Knowledgebase
Orders
Products & Services
Reports
Utilities
- Activity Log
- Email Message Log
- Invoice Access Log
- Database status
- CRON Log
- Integration Code
- System status
- Terminal
Appearance
Settings
- General Settings
- Staff
- Roles
- Localization
- Currencies
- Payment Gateways
- Expense Categories
- Income Categories
- Tags
- Payment Methods
- Sales Taxes
- Email Settings
- Email Templates
- Custom Contact Fields
- Automation Settings
- API Access
- Choose Features
- Checking Version
- Langugage Settings
- Timezone
Changelog
How to
- Generate invoice automatically after placing order
- Upload admin profile picture
- Add Custom Javascript Code
- Give access to an employee that only allows to access certain data
- How to modify prefix
- Editing Template File
- How to generate Demo data
- Import Data
- Moving to HTTPS
Troubleshooting
Roles
One of the most crucial features of the admin area is controlling what particular admins can access and manage. For example, you may want to give less access to salespeople than the support operators. CloudOnex uses admin roles to implement this. You can set up admin roles under Settings->roles
Set staff account permissions
When you create a new User / Staff, you will set the Roles. You will be able to create Roles from Settings → Roles
Creating new Role
- Go to Roles under Settings
- Click "New Role" button-
- Set permissions in the checkbox
Understanding Role Permissions
With following permissions checked for each modules your staff / user will be able to-
- View: viewing data
- Edit: editing the data along with view
- Create: creating data
- Delete: deleting data
- All data: Will be able to manage all data. All data means- Data created by logged in user + the data created by other users
Example:
You want to create a Salesman user and want to give permission for creating customers and invoice but allow only to view the invoices and customers this person created. To achieve this, you will create a Role with unchecked "All data" for the modules Sales, Customers, Companies etc. And assigned this Role to this person.