Landing Page

Landing Page

Landing Page

The landing page looks differently depending on user’s role. As an Administrator user, you will see the gear icon () at the top right hand corner, and it will take you to the Setting page.

Edit Profile

Top Menu Bar

Top Menu Bar

From the top menu bar, you can access to:

  • User Profile
  • Shortcut to Import
  • Setting
  • Help
  • Logout

In order to manage your personal profile,

  • Mouse-over the username, and Edit Profile link will fly out
  • Click Edit Profile link
Update Your Profile

Update Your Profile

In the Update Your Profile page, you can edit your preferred name, log-in email account and password.

Note: If you update the Username, the activation link will be sent again for the verification purpose.

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Transaction Privilege

Transaction Privilege allows regular users to input their own transaction data, and administrators can control the level of this kind of access.

  • Click Setting () from the top menu bar
  • Click Transaction Privilege ribbon
  • Transaction Privilege

    Transaction Privilege

  • Select the data entry methods you want regular users to be able to
  • Select one or both methods how to enter transaction data

    Select one or both methods how to enter transaction data

  • Click Save

Note: Transaction Privilege is available for users with Professional or higher package.