Frequently Asked
Questions

Find Solutions to Common Issues Related to configurations - user rights

FAQs

What are the different user access levels and roles in BUSY?

 In BUSY you can divide the users in two categories, which are: Super User and Sub Users.
When you create a new company, You can create Super User, who has the right to create other users, grant/deny them rights/access to various activities such as modifying vouchers, masters, company information, changing price, discount in vouchers and so on.
Hierarchy Level: You can specify the Hierarchy level of the User in the company. The person having the highest authority should be assigned level as 0 then the Users subordinate to him should be assigned hierarchy level as 1 and so on.
Furthermore the hierarchy level in BUSY determines the access and visibility of the User Log and Message Centre features. A user can send notes and view the log activities of the users below him in the hierarchy. For example, a Manager can see and communicate with Asst. Manager, Team Leaders and Executives, but an Executive cannot see or communicate with anyone else.

Adding additional users in BUSY: per user per company per month costs.

 To create and manage user access rights in BUSY, you can follow these steps:
Step 1. Open BUSY and log in as the admin user.
Step 2. Go to the "Administration" menu and select "User Management."
Step 3. Click on "Create User" to add a new user.
Step 4. Fill in the required details like username, password.
Step 5. Assign the appropriate access rights to the user by selecting the given option for the desired modules and features.
Step 6. You can also set specific permissions for each menu rights by clicking on the Rights side menu button.
Step 7. Save the changes and the new user will be created with the assigned access rights.
To manage user access rights for existing users, you can go to the Users => Modify section and select the user you want to modify. From there, you can edit their access rights, change passwords, or delete the user if needed.

How do I give different access permissions to various users in BUSY?

 The error occurs in BUSY when it attempts to access an external element in a built-in function, but the element is either unavailable or not properly installed.
If error message show Runtime Error ‘9’ Script out of range while viewing any report follow the below steps:
Step 1: Perform a reindexing from BUSY on the database to fix any potential corruption issues that might be causing the lock file error. To do this, go to the Company →Reindex Databases.
Step 2 : If the issue persists after Step 1, attempt the following: apply the 'db1' patch from housekeeping by going to 'Apply Data Patch,' type 'db1,' and then try to open the BUSY company again. This action may resolve the problem.
Step 3: If the issue continues to persist after Step 2, please proceed with the following action: rewrite the book and recheck. If the problem remains unresolved, kindly send the data to us at support@busy.in for further assistance.

I need to add or remove BUSY users for my team. How do I do this?

 To Add Users and set permission in BUSY, follow these steps:
Step 1: Open your company with Super / Admin user.
Step 2: Go to the Administration tab.
Step 3: Select on Users option and click on the Add button.
Step 4: Type the User Name, Password and Recheck Password for the new user.
Step 5: Assign the rights and permissions for the new user according to your needs and preferences.
Step 6: Click on the Save button to create the new user.
To Remove / Delete User in BUSY, follow these steps:
Step 1: Open your company with Super / Admin user.
Step 2: Go to the Administration tab.
Step 3: Select on Users option and click on the Modify button.
Step 4: Select the user that you want to remove / delete and after open user window click on delete button or press F8 to delete.
Please make sure to take backup of your data before deleting process.

How do I create and manage user access rights in BUSY?

 To create and manage user access rights in BUSY, you can follow these steps:
Step 1. Open BUSY and log in as the admin user.
Step 2. Go to the "Administration" menu and select "User Management."
Step 3. Click on "Create User" to add a new user.
Step 4. Fill in the required details like username, password.
Step 5. Assign the appropriate access rights to the user by selecting the given option for the desired modules and features.
Step 6. You can also set specific permissions for each menu rights by clicking on the Rights side menu button.
Step 7. Save the changes and the new user will be created with the assigned access rights.
To manage user access rights for existing users, you can go to the Users => Modify section and select the user you want to modify. From there, you can edit their access rights, change passwords, or delete the user if needed.

How to add or remove users in BUSY?

 To Add Users and set permission in BUSY, follow these steps:
Step 1: Open your company with Super / Admin user.
Step 2: Go to the Administration tab.
Step 3: Select on "Users" option and click on the Add button.
Step 4: Type the User Name, Password and Recheck Password for the new user.
Step 5: Assign the rights and permissions for the new user according to your needs and preferences.
Step 6: Click on the Save button to create the new user.
To Remove / Delete User in BUSY, follow these steps:
Step 1: Open your company with Super / Admin user.
Step 2: Go to the Administration tab.
Step 3: Select on "Users" option and click on the Modify button.
Step 4: Select the user that you want to remove / delete and after open user window click on delete button or press F8 to delete.
Please make sure to take backup of your data before deleting process.

How can I create bills quickly in BUSY?

 There is a feature available in BUSY to speed up the billing process that is POS. POS is available in Standard and Enterprise models
This feature helps in fast billing only have to add item details and other information can be fixed as per your requirement
To enable this feature follow the below mentioned steps:
Step 1: Go to Administration and then configuration
Step 2: Click on Features and Options and then POS configuration then click on Enable Advanced POS data entry.
Step 3: Click on Save or Press F2
Step 4: Go to Voucher Series configurations and select the voucher type and in which want to enable and then select Series
Step 5: Click on voucher configurations and there Enable Advanced POS data entry, enable that option
Step 6: Click on Configure Standard POS options and then configured accordingly.
Step 7: Click on Save or Press F2

How do I manage user access and permissions?

 To create and manage user access rights in BUSY, you can follow these steps:
Step 1. Open BUSY and log in as the admin user.
Step 2. Go to the "Administration" menu and select "User Management."
Step 3. Click on "Create User" to add a new user.
Step 4. Fill in the required details like username, password.
Step 5. Assign the appropriate access rights to the user by selecting the given option for the desired modules and features.
Step 6. You can also set specific permissions for each menu rights by clicking on the Rights side menu button.
Step 7. Save the changes and the new user will be created with the assigned access rights.
To manage user access rights for existing users, you can go to the Users => Modify section and select the user you want to modify. From there, you can edit their access rights, change passwords, or delete the user if needed.

Wants not to show some series to my sub-users in BUSY. How can I use this?

 In BUSY if you want to restrict access to certain voucher series for specific users, you can use the voucher series group option. This option allows you to create a voucher series group and tag only the series that you want to show to your sub-users. To do this, follow these steps:
Step 1: Go to the Administration menu.
Step 2: Click on the Configuration option.
Step 3: Select Voucher Series Configuration, and then Voucher Series Group Option.
Step 4: Add a voucher series group by clicking on the "Add voucher series group" option.
Step 5: Tag only those series that you want to show to your sub-users.
Step 6: Open the User-ModiFinancial Year option under the Configuration menu and tag the voucher series group for that user.
Step 7: Whenever your sub-user logs in from their ID, they will only be able to work in the specified series, not all of them.

How can I attach my signature to my user?

 To attach your signature to your user in BUSY, you need to follow these steps :
Step 1 : Go to administration then configuration click on features and options
Step 2 : Now go to general and enable the Maintain image & signature with user option Then, define the user signature image path in the Configurations tab and save it. The signature image should be named the same as the user name in JPEG format.
Step 3 : Now in user it will show the user signatures, go to administration then user click on modify select user and see in below it show the user signature.
Step 4 : To ensure that it appears in the final output, go to administration then configuration click on Invoice and Document printing seleect standard and select voucher type and enable Print user signature and save the printing configuration.

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