Getting Started with Admin -> System

A quick tour to help you configure company details, users, and core system settings.

Set up the essentials

• If you need to make adjustments to your company name, address, phone, email, or website, visit Admin -> System -> Company New/Edit. Here you can also add a logo, set your time zone, and connect your email provider so you can send emails.
• To manage users go to Admin -> System -> Users. Here you can add and edit users and set permissions for the level of access the user should have. You can set up user groups and define—per group and per user—the specific areas of the system they can access by going to Admin -> System -> Advanced User Rights.
• Create a set of default dashboard reports that will be available for each user group by going to Admin -> System -> Dashboard Reports.
• Check out Admin -> System -> System Settings if you’d like to change the UI color theme, set the number of decimals for inventory counts and unit prices, or set the currency symbol to use. Here you can also:
  • Toggle checking for updates and show a message when a new release is available.
  • Set a BCC for all emails so an email account gets a copy of every outgoing message.
  • Adjust the number of login failures allowed before an account is locked out.
• Add your own custom links to outside sites (shown from the link icon in the upper-right menu) by going to Admin -> System -> Link New/Edit.
• Add email templates for invoices, statements, purchase orders, and more by going to Admin -> System -> Mail Templates.
• Review a log of all sent emails by going to Admin -> System -> Mail Log. If you don’t see this option, turn it on in Tools -> System -> Add-ons.

Tips