User Access Control and Permissions in BUSY
Businesses with multiple employees handling accounting, billing, inventory, and reporting need to control who can access specific features and data. User access control helps businesses assign permissions based on responsibilities, reduce unauthorised changes, and maintain better control over daily operations.
Control Access. Protect Your Data.
Assign user permissions, restrict activities, and keep complete control over business operations.
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How BUSY Helps You Manage Multiple Users Securely
Create Multiple Users with Custom Permissions
Control Access to Transactions, Reports & Menus
Track User Activities with Audit Trail & Activity Log
Maintain Better Security and Accountability Across Operations
How to Configure User-Definable Access Rights in BUSY
Super User
Step 1: Create a Super User
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Click User > Create User from the top-left menu.
Step 2: Enter Super User Details
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Enter the Username, Password, and Recheck Password. Enable Maintain Audit Trail and Maintain Activity Log if you want to track user activities.
You can also enable Bind User With Hard Disc to restrict the Super User to a specific system. If multiple price categories are used, select the required price category.
Step 3: Save the Super User
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Save the user. The Super User will have complete access to BUSY.
Sub Users
Step 1: Open the Create User Window
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Go to User > Create User again and enter the Username, Password, and Recheck Password for the new user.
Enable the required options in the Create User window based on the access you want to provide.
Step 2: Copy Rights from an Existing User, If Required
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If the new user needs the same permissions as an existing user, enable Read Rights and select the user whose access rights you want to copy.
The selected user's access rights will be applied to the new user automatically.
Step 3: Configure Transaction Controls
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Go to Transaction Controls and enable the transaction-related rights you want to provide to the user.
These settings define which transaction activities the user can access or perform.
Step 4: Configure General Controls
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Under General Controls, enable the general permissions required for the user.
Step 5: Configure Reporting Controls
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Configure Reporting Controls to decide whether the user can perform actions such as exporting or emailing reports.
Step 6: Configure Menu Rights
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Click Menu Rights at the bottom-left of the window. Then select the menus and utilities the user can access, such as Quick Create, Sales, and other available menu options.
Step 7: Save the User Access Rights
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Review the configured permissions and click Save. The user will now be able to access only the features and activities permitted through the assigned rights.
Other User Management Options
Manage Existing Users
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Go to User > Manage User to view existing users and modify their access rights whenever required.
Change Password
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Go to User > Change Password to update the password for the active user.
Switch User
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Go to User > Switch User to switch to another user account without closing the company.
Log Out
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Go to User > Log Out to exit the current user account.
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