The User role and their access to the myBooks module can be customized now. The Primary Admin can add the users like Staff, Accountant which was given as default. Also, you can create a new user role as well. The Primary admin should give access to each module to the other users who are associated with that account.
This feature is implemented for privacy reasons. The account holder can decide what to show and what to not show to the employees. Access can be given and removed at any time.
In myBooks, then click on User Settings, you can find the,
User Profile
It is the place, where you can see the primary user details
To update a user detail in myBooks click on Settings -> User settings -> User profile
We provide an option to change the email addresses. Once you change the mail id, activation mail will be sent to your respective mail. You can log in myBooks using a new mail id.
Phone number
You can edit the mobile number. OTP message will be sent to your new mobile number, after OTP verification new mobile number will be updated.
Reset password
We provide an option to reset your password. If you want to reset your password, then click on Reset Password. The password reset page opens, enter your old password and new passwords.
To reset your password in myBooks click on, User Settings -> User profile -> Reset password
Users Management
Here you can send an invite to the user to access the app. Also, you can see the list of authorized users to whom you have given access.
Customize User Role
Here you can select the access that you wish to give to the user.
