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User Profile

In User Profile, you can update the information about user. You can set user first/last name, email address, landline/mobile numbers. You can set your favorite module and language of user. You can link/unlink salesman with user.

Setting First/Last name of the User.

To set “First/Last name of User in User profile”, click on the “Configuration”, then “Profiles”, then click “User Profile”. User Profile page will be displayed.

Click the “Update” button on User Profile page.

Click in “First name” input box  to set first name of the user then click in “Last name” input box to set last name of the user.

Click “Save” button to save the information.

 

Setting Email address of the User.

To set “Email of User in User profile”, click on the “Configuration”, then ”Profiles”, then click “User Profile”. Users profile page will be displayed.

Click the “Update” button on Users Profile page.

Enter user email address in “Email Address” input box.

Click “Save” button to update the information.

 

Link/Unlink Salesman with the User.

To link/Unlink “Salesman in User profile”, click on the “Configuration”, then “Profiles”, then click “User Profile”. User profile page will be displayed.

 

Click the “Update” button on User Profile page.

To link salesman with User, check the “Is Salesman Linked” checkbox. Then Salesman text field will be enabled and you can set the Salesman or if you want to unlink salesman with user, uncheck “Is Salesman Linked” checkbox then already linked Salesman will be removed.

Click “Save” button to save the information.

 

Edit/Update Mobile/Landline No of the User.

To set/update “Mobile/Landline No in User profile”, click on the “Configuration”, then “Profiles”, then click “User Profile”. User profile page will be displayed.

Click the “Update” button on User Profile page.

Use “Landline” input box to update the landline and use “Mobile” input box to update mobile number.

Click “Save” button to save the information.

Change/Update the Language of the User.

To “Change the Language in User profile”, click on the “Configuration”, then “Profiles”, then click “User Profile”. User profile page will be displayed.

Click the “Update” button on User Profile page.

Click on “Language” drop down then list will be displayed. Select your desired language.

Click “Save” button to save the information.

 

Selecting Favorite Module of the User.

To select “Favorite Module in User profile”, click on the “Configuration”, then “Profiles”, then click “User Profile”. User profile page will be displayed.

Click the “Update” button on User Profile page.

Select the desired module from “Favorite Module” drop down list.

Click “Save” button to save the information.

 

Setting Company Logo.

To set “Company Logo”, click on the “Configuration”, then “Profiles”, then click “Company Profile”. Company Profile page will be displayed.

Click on “Update” button on company profile page.

To set company logo, please click on “Choose file” button to choose the logo.

Click “Save” button to save the information.

 

Edit/Update Company Address.

To edit/update “Company Address”, click on the “Configuration”, then “Profiles”, then click “Company Profile”. Company Profile page will be displayed.

Click on “Update” button on company profile page.

Enter company address in “Address” input box.

Click “Save” button to save the information.

 

Edit/Update Company Name.

To set “Company Name”, click on the “Configuration”, then “Profiles”, then click “Company Profile”. Company Profile page will be displayed.

Click on “Update” button on company profile page.

Enter company name in “Company Name” input box.

Click “Save” button to save the information.

 

Edit/Update Company Email.

To set “Company Email”, click on the “Configuration”, then “Profiles”, then click “Company Profile”. Company Profile page will be displayed.

Click on “Update” button on company profile page.

Click in “Email” input box to set email address of company..

Click “Save” button to save the information.

 

Edit/Update Company Contact Number.

To set “Company Contact Number”,  click on the “Configuration”, then “Profiles”, then click “Company Profile”. Company Profile page will be displayed.

Click on “Update” button on company profile page.

To set contact number of  the company , click in “Contact number” input box.

Click “Save” button to save the information.

 

 

 


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