Frequently Asked
Questions
Find Solutions to Common Issues Related to configurations - user rights
How to add multiple user accounts in my BUSY software?How to generate and print purchase orders in BUSY?
To add multiple user account in your company you need to follow below steps:
Step 1: Go to Administration then click on Users.
Step 2: Then Click on Add to Add user and configure user credentials and menu rights then save.Like this you can multiple users for your company.
To generate and print purchase orders in BUSY you need to follow below steps:
Step 1: Go to Administration then click on configuration.
Step 2: Then select Features/Options and click on Inventory.
Step 3: Enable Order processing and press Ok then save configuration.
Step 4: Go to Transactions then click on Purchase Order.
Step 5: Then Click on Add and further mention the purchase order details in the voucher.
Step 6: After Adding purchase order Go to Transactions then click on Purchase Order.
Sep 7: Then click on List and open purchase order selecting the date range.
Step 8: Enter into the voucher and press ALT+P to print.
Step 9: Purchase order invoice configuration will appear then check options accordingly and save it.
Step 10: Further invoice printing window will show then you can choose format for printing such as standard and click on Print.
I want to add users/logins to BUSY for my staff. How do I set up and manage users in BUSY?
If you want to add users/logins in BUSY for your staff, you need to follow below steps.
Step 1: Open BUSY and log in with your main user account.
Step 2: Look for the administration menu and select Users.
Step 3: Click on Add User to create a new user account.
Step 4: Provide the needed information for the new user, like their username, password, and email.
Step 5: Decide what that user can do by giving them a permission level like Administrator (full control), Sub User (some control), or Data Entry Operator (limited control).
Step 6: Save the changes. If you need to add more users, go back to Step 3 and repeat the process.
Step 7: If you want to use BUSY on other computers, install it on those machines, and set the location where data is stored through a network path. This way, multiple users can access the software and share information.
Following these steps will help you manage multiple users with different levels of access in BUSY.
How do I set up multiple users and permission levels in BUSY?
To set up multiple users and control what they can do in BUSY, here's how you can do it step by step:
Step 1: Open BUSY and log in with your main user account.
Step 2: Look for the administration menu and select Users.
Step 3: Click on Add User to create a new user account.
Step 4: Provide the needed information for the new user, like their username, password, and email.
Step 5: Decide what that user can do by giving them a permission level like Administrator (full control), Sub User (some control), or Data Entry Operator (limited control).
Step 6: Save the changes. If you need to add more users, go back to Step 3 and repeat the process.
Step 7: If you want to use BUSY on other computers, install it on those machines, and set the location where data is stored through a network path. This way, multiple users can access the software and share information.
Following these steps will help you manage multiple users with different levels of access in BUSY.
How do I add or remove users in BUSY?
To add or remove user in BUSY you can follow given instructions:
Solution 1 : For add users in BUSY.
. Open company in BUSY.
. Go in administration.
. Then select users option.
. Then a window will appear as,BUSY users/Cloud users.
. Select the relevant users option in which you want to add.
. click on add option.
. Then mention user name, Password and re check the password.
. Then define rights of user control and menu rights.
. Save it.
Note: You can add user through Superuser Only.
Solution 2: : For remove users in BUSY.
. Open company in BUSY.
. Go in administration.
. Then select users option.
. Then a window will appear as,BUSY users/Cloud users.
. Select the relevant users option in which you want to remove.
. Then click on list option.
. Select the user name and delete through F8.
. Or can delete through,In useres select modify then open the user name then delete through F8.
Note: You can delete user through Superuser Only.
How to assign default ledger accounts for BUSY users?
Configuring master controls for data entry in a particular user's master account is typically specific to the software or system you are using. These controls allow you to define what data the user can enter, edit, or access within the system. Here's a general process for setting master controls for data entry for a user:
Step 1 :You should log in to the system as an administrator or a user with the necessary permissions to configure user rights and data entry controls.
Step 2 :Navigate to the user management section of the software. This is often found in the administration or settings area.
Step 3 :Locate and select the particular user for whom you want to configure data entry controls.
Step 4 :Look for an option or button that allows you to edit or configure the user's rights, permissions, or access controls.
Step 5 :et Permissions:Depending on the software, you might use checkboxes, drop-down menus, or other interface elements to set permissions.Common permission levels include read-only (viewing data but not editing), write (data entry and editing), and full access (complete control).
What kind of security controls and user rights can be configured in BUSY?
BUSY offers robust security features and user rights to safeguard your confidential information and data. Here are some of the important features.
1. User permission and control Create user roles based on department (e.g., accountant, manager, salesperson).
Step 1: Administration
Step 2: Users then Add
Step 3: Configure and Allow Required Menu Rights for the User
Step 4: Assign Specific Permission and Access Levels to Each Role
Step 5: Specify Which Menu and Features Users Can Add, View, Edit, or Delete
2. User activity log: allows tracking of user interactions and activities.
Step 1: Administration
Step 2: Configuration
Step 3: General
Step 4: User activity log
3. Audit Trail: Maintain a record of who made transaction modifications, what changes were made, and when they occurred.
4. Google Drive auto backup: It protects the data from unauthorized access and virus attacks.
5. Bind data with HDD or user: By binding the company with hard disks, you can work on that company only from the hard disks bound with it. similarly for the users as well.
What are the different types of user accounts and access levels 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.
What are the access levels and roles for users 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.
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.
