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  1. Log into your Logisense Billing application

  2. Click on the “Setup” menu then “Users & Accounts”

  3. Click on “Users”

  4. Click the “+” sign to add a new user

  5. Fill out the fields shown below. You can call the user whatever you’d like but for this example, make sure you set the “Role” to “Billing”. When you’ve filled out the fields, click the “Save” button. The new user will receive an email from the system with a link that will allow them to change their password.

  6. You will now see you new user in the Users list

  7. Since we added the new user to the “Billing” Role, when they log into the system they will only see the following menu options as defined by the permissions set on the “BillingGroup” Role Group.

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  8. The user login history and IP address tab are also available for any user account

    1. Login History tab

      This tab will display login attempts for the user and whether or not they were successful. The date of the login attempt and the IP address the login attempt originated from are also displayed here.

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