Frequently Asked
Questions

Find Solutions to Common Issues Related to configurations - user rights

FAQs

How do I add multiple new users to BUSY?

If you want to add multiple new users 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.

Can not see the Inventory summary report in BUSY

If you cant see the Inventory summary report option then it could 
be possible you dont have the rights to see the reports 
follow the steps to enable the option 
1 Open BUSY with admin user Id 
2 go to administration menu and click on user then click on modiFinancial Year and search 
your user name and open then go to menu rights option and allow Inventory 
summaries and save 
3then open BUSY with your user ID and password

How can I register as a user to restore my backup?

To register as a user to restore my backup, 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.

How do I configure users and access levels in BUSY

To add multiple Users and set their permissions 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 "Usersoption 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.

How do I configure multiple BUSY users

To add multiple Users and set their permissions 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 "Usersoption 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.

I want to edit an existing tax rate in BUSY but it is not allowing me to change the percentage. What can I do?

If you are not getting allowed to change an existing tax rate in BUSY then it could be possible your user ID dont have the permission to modify it 
 to solve the issue follow the steps 
 Step1 Open company with admin user ID then go to administration menu 
 Step2 Click on User and modify the user id you are using 
 Step3 go to menu rights option and enable tax category modification option then save

How do I create a username and password to log into the company in BUSY?

To create new company's users in BUSY, you can 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.

Why am I not able to see the main users option for changing the password?

If you unable to see options for changing the password, in that case company is logged in with sub user for that you need to follow these steps :
Step 1 : Clos BUSY company
Step 2 : Go to company menu click on open company and then login BUSY company with super user name and password
Step 3 : Then go to administration then users  click on modify
Step 4 : Change passwords of users and click on save button.

I need help understanding how to set up users and access rights in BUSY

To add multiple Users and set their permissions 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 "Usersoption 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.

How can I decouple permissions to edit Excel invoices from editing e-invoices for sub-users?

To give the permission to the sub user for editing the original invoice after an e invoice is generated then you can allow modification rights for that user.
 Pls Follow the Below Steps for User Rights :
 Step 1: Click on Administration
 Step 2: Then Users
 Step 3: Then Add
 Step 4: Create User and Password
 Step 5: On Top Right, Expand Menu Option can give rights to the user for which transaction the user can modify it.