User Management – The AML Pulse https://doc.theamlpulse.com Fri, 28 Apr 2023 06:51:19 +0000 en-US hourly 1 https://wordpress.org/?v=6.7.2 https://doc.theamlpulse.com/wp-content/uploads/2023/09/cropped-favicon512x512-2-32x32.png User Management – The AML Pulse https://doc.theamlpulse.com 32 32 Clients https://doc.theamlpulse.com/knowledge-base/clients/ Tue, 21 Mar 2023 06:26:03 +0000 https://doc.theamlpulse.com/?post_type=epkb_post_type_1&p=817 The Clients feature allows you to create and manage client accounts and information, helping you keep track of your clients and their financial data.

Use Case

You can use the Clients feature to manage your client relationships and ensure that you have all the necessary information to provide them with the best possible service.

Instructions

Adding Client

  1. Go to User Management>Client
  2. Click “(+)Create New Client” on the upper right side.
  3. To add a new client, click the Add Client button and fill in the required information.
  4. Enter Name, Email and Password
  5. Click “Create” to save new client.

Editing Client

  1. Go to User Management>Client
  2. To update client information, click the “3 dots” then “Edit” button and make the necessary changes.
  3. Click “Update” to save changes.
]]> Roles https://doc.theamlpulse.com/knowledge-base/roles/ Tue, 21 Mar 2023 06:24:17 +0000 https://doc.theamlpulse.com/?post_type=epkb_post_type_1&p=815 The Roles feature allows you to create and manage user roles, defining each role’s permissions and access levels.

Use Case

You can use the Roles feature to control access to your accounting software and ensure that each user has the appropriate level of access and permissions.

Instructions

Adding Role

  1. Go to User Management>Roles
  2. Click “(+)Create New Role” on the upper right side.
  3. Enter New Role name.
  4. Select User Permission.
  5. Click “Create” to save new role.

Editing Role

  1. Go to User Management>Roles
  2. Click “Edit” button and make the necessary changes.
  3. Click “Update” to save changes.
]]> Users https://doc.theamlpulse.com/knowledge-base/users/ Mon, 20 Mar 2023 07:31:00 +0000 https://doc.theamlpulse.com/?post_type=epkb_post_type_1&p=156 The Users feature allows you to create and manage user accounts for your team members, giving them access to the features and data they need to work effectively.

Use Case 

You can use the Users feature to control access to your accounting software and ensure that each team member has the appropriate level of access and permissions.

Instructions 

New User

  1. Go to User Management>Users
  2. Click “(+) Create New User” on the upper right side.
  3. Enter Name, Email, Role, and Password.
  4. Click “Create” to save new user.

Edit User

  1. Go to User Management>Users
  2. To update user information, click the “3 dots” then “Edit” button and make the necessary changes.
  3. Click “Update” to save changes.
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