In Borg Suite ERP, creating a new user account is simple from your Admin account. First, login to the Admin Dashboard and open the User Management option from the left toggle menu. The new user will receive login credentials and can start using the ERP with controlled access rights immediately.

In Borg Desk ERP, all payments and receipts are managed exclusively through the Banking module, ensuring accuracy and proper synchronization with accounts. 
To record a transaction, login to the ERP, navigate to the Accounts module, and select Bank Transaction. Fill the entire details & navigate the following steps described below in details step by step. All recorded transactions are automatically updated in the accounting records, providing real-time insights into your company’s financial position while maintaining accuracy, transparency, and control.

Here’s the step-by-step process to create a new user account from your Admin account in Borg Suite ERP ????

Note - First Create Department before creating user accounts-
Step 1 ➖ Login to your Borg Desk ERP Admin Dashboard using your Admin credentials.
Step 2 ➖ Click the Setting Icon (top-right corner gear icon) to expand options.
Step 3 ➖ Find Departments & click on the same
Step 4 ➖ Click on Plus (+) Sign to add multiple department there in right part & finally click on update 
Step 5 ➖ Departments are created.

How to Create a New User in Borg Suite ERP
Step 1 ➖ Login to your Borg Desk ERP Admin Dashboard using your Admin credentials.
Step 2 ➖ Click the Setting Icon (top-right corner gear icon) to expand options.
Step 3 ➖ From the available menu, select Users (or “Manage Users”).
Step 4 ➖ On the User Management page, click the “Add User” button.
Step 5 ➖ A form will appear where you need to fill in the new user details, 
Such as:
Employee/User Full Name -This is Employee Full Name ( Can't be changed once submitted)
Display User Name - This would be just same as Employee Name by default however It can be changed by edit/update users later after submission.
Email ID / Mobile Number- This is full name of Employee whose account being is created.
Employee Type - This shows type of employment like Permanent, Contractual, Trainee etc.
Department - Business Operational Departments like Sales, Support, Inventory etc.
Contact No- This is employee mobile No.
User Id (Employee ID)- This is also a login id. It's unique in the company which is also called employee ID provided by company & It can't be changed later
Department / Team (if applicable)- Departments are already customised as explained above.
Email Address - Employee id (This is used to update in user id) is referred as employee official email id. 
Reporting Level - Select Reporting level ( Whom to report)
Reporting Manager- Select available name of your available list..
Password (can be auto-generated or set manually)- It can also be changed at any time.
License Key - This field shown all available user licenses (If Already bought) & select anyone which matches 
License Expiry - This is validity of user license 
Step 6 ➖ Assign permissions & access rights depending on the role. This controls what modules the user can access (e.g., Sales, Accounts, Service, HRMS).
Step 7 ➖ Click “Create User” to save.
Step 8 ➖ The new user will receive login credentials on their registered email/mobile.

✅ Now your team member can log in with their own user ID and password, and all their activities will be tracked separately for accountability.-------------------------------------------

Admin

June 28, 2021

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