Administration
The Admin section controls the system itself rather than the business it records: who can get in, what they can do, how the system behaves, and what you are paying for.
| Screen | What it controls |
|---|---|
| Roles & Permissions | What each role can access |
| Users | Who can sign in |
| Settings | How the system behaves |
| File Manager | Documents stored against the business |
| My Subscription | Your plan, its limits and expiry |
The order that matters
Roles come before users. A user is created with a role, so define the roles your business needs first, then invite people into them.
- Create the roles — Cashier, Accountant, Manager.
- Create the users and assign each one a role.
- Configure Settings — business details, tax rates, printing templates, warehouses.
Setting up a new business
Beyond this section, a complete first-time setup runs:
- Settings — your organisation profile, PAN and registration type. These appear on every printed invoice.
- Master Data — units, brands, categories.
- Products.
- Parties — customers and suppliers.
- Bank accounts.
- Opening balances.
- Roles and users, from this section.