Frequently Asked
Questions
Find Solutions to Common Issues Related to configurations - user rights
How to set up and manage users and permissions in BUSY?What is the latest release available for BUSY and how to download it?
To setup and manager the user and permission in BUSY, follow these steps:
Step 1: Go to the Administration section and click on the User tab.
Step 2: Select the Add option, create the user, and provide rights or permission accordingly.
To Check the available latest release and download these setup, follow these steps:
Step 1: Open the BUSY application
Step 2: Click on Company menu then select the Check BUSY update option from it.
Step 3: Now specify the path to download the update setups then click on Download updates tab. Two setup files will appear in specified path.
Step 4: Afterward, go to the location where the setup file was downloaded, and install both the product and statutory setup individually in the same folder where BUSY is installed.
Step 5: After the installation, your BUSY software will be updated.
Note: Take latest backup of your all data before upgrading.
How do I configure BUSY for multiple users? I need to set up access for several accountants.
To setup access for accountant you need create Users and to use multiple system you have to upgrade your BUSY model in Multiuser if using single user If you want to Create Multiple user to login BUSY in one system only just for give access then you can follow these steps:
Step 1: Go to administration and click on User option .
Step 2: Now click on Add option enter the name and password
step 3: Now check the User menu rights on right side and tick on the option and expand by click on Plus sign and give rights as per your requirement
Note: You can also use other option by enabling and disable for user as per requirement.
Step 3: Now save the User and they can login with their User name and by follow same steps you can create multiple user.
I don't have full access to certain features in BUSY. How can I get full access?
Reasons for not showing the certain features in BUSY.
1.User rights:If you are logged in with the sub user and you do not have rights to view certain features in that case some feature would not be visible to you.
2.Lower BUSY model:If you are using lower model of BUSY like basic there would be many features which are not visible to you.
To resolve this problem follow below given steps
Step 1:Login company with the super user credentials and Go to adiministration menu.
Step 2:Then select users option and then select modify from it.
Step 3:Navigate to the right hand side you will find menu rights option.
Step 4:In the menu rights option you can give the rights to the user for view list of accounts.
Step 5:Lastly click on save button to save the user configuration.
How do I configure user roles and access rights in BUSY?
Defining Roles and Access Rights to User is Very Important as reduces the Risk in Business.
In Order to Confugure User Roles and Access Rights in BUSY follow below Steps.
Step 1: Click on Administration
Step 2: Click on Users
Step 3: Click on Add for New User / Modify for Excisting User
Step 4: Select User from the List in Case of Modification is Excisting User (Step 4 is no required in Case of Addition of New User
Step 5: Specify required Roles and Permission in User Configuration, Menu Rights and User Controls
Step 6: Click on Save
Please Note all above Steps are only the Steps which needs to follow in order to Configure User Roles and Access Right. If one wants complete details of Options Available in User Configuration, Menu Right and User Controls one should Specify Seperate Question for Options in which one wants help.
How many type of user available in BUSY? How can we customise invoice template?
In BUSY, there are two types of users: the super user and the sub user.
1.The super user is the first user created and possesses overall rights within the company.
2.Sub users that will create after the super user, have restricted permissions which can be configured in the user master settings.
To Customize invoice template, follow these steps:
Step 1: Go to Administration section, then click on Configuration option.
Step 2: Select Invoice/Document Printing and choose the Advance option.
Step 3: Select the required voucher type and then click on Add format option to create new format.
Step 4: Now, Click on the newly created format then configure the header, body and footer through HTML coding.
Note- The format designing process is chargeable. For assistance, please feel free to contact our 24/7 customer support helpline at 8282828282 or reach out to your local channel partner.
How can I create a new user or change my Admin password in BUSY?
To create a new user or change your Admin password in BUSY below are the steps to follow:-
Step 1: Go to the Administration option then select User and click Add. Define the username,
password, and provide rights by specifying tick or untick in front of the options under Menu rights.
Step 2: You can provide access to rights by specifying (Y) and restrict rights by specifying (N) to the
user under the User control menu and save the changes.
Step 3: To change the Admin User Password you have to go to the Administration menu then select
User and click on the Modify option select admin user and open it.
Step 4: Update the new password there, once in front of the Password option and another in the
recheck password option save the changes then from the next login it will get effect.
What is the process for granting access to specific branches for certain teams?
The process of giving access to different branches for certain teams, you need to create users for that team and map branches to users. Follow these steps to map a branch to a user and set the permissions:
Step 1: Open your company with Super / Admin User.
Step 2: Go to Administration tab and click on Users.
Step 3: Here, you can Add new users or Modify the existing users.
Step 4: On User page set Y on "Specify Branch for this User" and select the branch from dropdown list and set other permissions as required and save.
Step 5: When you set up Data Synchronization for a branch in the Head Office, you can also choose the rights for Data Creation / Modification.
Please Note: Take latest backup of your data before make any changes.
I am unable to add or edit the party details in the software. What should I do?
If you are unable to add or edit party details in BUSY, you may need to check user rights. Kindly follow the following Steps for how to check and give user rights in BUSY.
Step 1: Open BUSY and login company by admin or super user.
Step 2: Go to Administration Menu and click on Users option
Step 3: Click on BUSY Users and modify user which you are unable to edit party details.
Step 4: After Modify user will get right side option of Menu Rights
Step 5: Under Menu Rights click on Administration to expand option
Step 6: click on Expand Master Maintenance - Account - under Account expand will get modify option tick on check box
Step 7: click on save and check again for edit party details.
How can I add or remove users and set permissions for specific individuals in my organization in BUSY?
In BUSY, we can add Mutliple User and can give rights to them accordingly. For removing the user, Open the user in modify mode then press F8 shortkey.If user is not tagged in masters series group,voucher series group and branch then will get delete it otherwise we need to untag from the user then can delete it.
Pls Follow the Below Steps :
Step 1: Administration
Step 2: Users
Step 3: Add
Step 4: Create User and Password
Step 5: On Top Right, Expand Menu Option can give rights to the user for which transaction can view, modify, delete,cancel and same for which reports he want to allow user can view.
Step 6: On Left Side, User Control - Can enable or disable option as per his requirment for user.
Why am I unable to see certain options or features in BUSY?
If you are not seeing some option or features in BUSY then please follow the steps.
Step 1. Open company with super user
Step 2. Go to Administration
Step 3. Then click on Configuration
Step 4. Under configuration click on Features and options then enable features according to your need."
Note .- If some features appear to be hidden, it is suggested that you check the model you are using. If it is a basic
model, you will have access to limited features. In the case of a standard model, you will get access to all the
basic features along with some additional features. If you are using the Enterprise model, you will have the
ability to enable all the features according to your specIfic needs.
