{"id":930,"date":"2022-02-22T05:49:53","date_gmt":"2022-02-22T05:49:53","guid":{"rendered":"https:\/\/cashflowinventory.com\/blog\/?p=930"},"modified":"2022-04-14T22:01:35","modified_gmt":"2022-04-14T22:01:35","slug":"cash-flow-inventory-tutorial-user-settings","status":"publish","type":"post","link":"https:\/\/cashflowinventory.com\/blog\/cash-flow-inventory-tutorial-user-settings\/","title":{"rendered":"Cash Flow Inventory  Tutorial &#8211; User Settings"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">In&nbsp;<strong>Cash Flow Inventory<\/strong>&nbsp;\u201cadmin\u201d user can Add &amp; edit user&#8217;s permissions. \u201cadmin\u201d user can customize permissions for new and existing users in different segments like page level permission (permission to access a page) and operation levels permission like add, edit, delete suppliers, customers, employees, products, stock transfers, purchase orders, sales orders, and other operational activities.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">How to Add Users to Cash Flow Inventory : <\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Login&gt; Dashboard&gt; Settings&gt; Users<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"469\" src=\"https:\/\/cashflowinventory.com\/blog\/wp-content\/uploads\/2022\/03\/cash-flow-inventory-inventory-management-software-users-management-1024x469.webp\" alt=\"\" class=\"wp-image-1026\" srcset=\"https:\/\/cashflowinventory.com\/blog\/wp-content\/uploads\/2022\/03\/cash-flow-inventory-inventory-management-software-users-management-1024x469.webp 1024w, https:\/\/cashflowinventory.com\/blog\/wp-content\/uploads\/2022\/03\/cash-flow-inventory-inventory-management-software-users-management-300x137.webp 300w, https:\/\/cashflowinventory.com\/blog\/wp-content\/uploads\/2022\/03\/cash-flow-inventory-inventory-management-software-users-management-768x351.webp 768w, https:\/\/cashflowinventory.com\/blog\/wp-content\/uploads\/2022\/03\/cash-flow-inventory-inventory-management-software-users-management-2x1.webp 2w, https:\/\/cashflowinventory.com\/blog\/wp-content\/uploads\/2022\/03\/cash-flow-inventory-inventory-management-software-users-management.webp 1366w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Click &#8220;add new&#8221; to add a user. In first step add users&#8217; name, job title, phone number &amp; brief overview.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"469\" src=\"https:\/\/cashflowinventory.com\/blog\/wp-content\/uploads\/2022\/03\/cash-flow-inventory-inventory-management-software-user-list-add-new-1024x469.webp\" alt=\"\" class=\"wp-image-1035\" srcset=\"https:\/\/cashflowinventory.com\/blog\/wp-content\/uploads\/2022\/03\/cash-flow-inventory-inventory-management-software-user-list-add-new-1024x469.webp 1024w, https:\/\/cashflowinventory.com\/blog\/wp-content\/uploads\/2022\/03\/cash-flow-inventory-inventory-management-software-user-list-add-new-300x137.webp 300w, https:\/\/cashflowinventory.com\/blog\/wp-content\/uploads\/2022\/03\/cash-flow-inventory-inventory-management-software-user-list-add-new-768x351.webp 768w, https:\/\/cashflowinventory.com\/blog\/wp-content\/uploads\/2022\/03\/cash-flow-inventory-inventory-management-software-user-list-add-new-2x1.webp 2w, https:\/\/cashflowinventory.com\/blog\/wp-content\/uploads\/2022\/03\/cash-flow-inventory-inventory-management-software-user-list-add-new.webp 1366w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><br>In the next step add user id, user email (if add, user can use forgot password), password (when the new user login), default location (users\u2019 store location), and fixed location yes or no (if fixed location yes, then the user can not access &amp; manage other locations\u2019 activities, if no, then can access &amp; manage activities of other locations)<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"468\" src=\"https:\/\/cashflowinventory.com\/blog\/wp-content\/uploads\/2022\/03\/cash-flow-inventory-inventory-management-software-users-list-add-new-part-two-1024x468.webp\" alt=\"\" class=\"wp-image-1036\" srcset=\"https:\/\/cashflowinventory.com\/blog\/wp-content\/uploads\/2022\/03\/cash-flow-inventory-inventory-management-software-users-list-add-new-part-two-1024x468.webp 1024w, https:\/\/cashflowinventory.com\/blog\/wp-content\/uploads\/2022\/03\/cash-flow-inventory-inventory-management-software-users-list-add-new-part-two-300x137.webp 300w, https:\/\/cashflowinventory.com\/blog\/wp-content\/uploads\/2022\/03\/cash-flow-inventory-inventory-management-software-users-list-add-new-part-two-768x351.webp 768w, https:\/\/cashflowinventory.com\/blog\/wp-content\/uploads\/2022\/03\/cash-flow-inventory-inventory-management-software-users-list-add-new-part-two-2x1.webp 2w, https:\/\/cashflowinventory.com\/blog\/wp-content\/uploads\/2022\/03\/cash-flow-inventory-inventory-management-software-users-list-add-new-part-two.webp 1366w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Users Permissions Control in Cash Flow Inventory :<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Customize which records the user can view, edit, or delete. You can select from the following permissions for a user.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1017\" height=\"1024\" src=\"https:\/\/cashflowinventory.com\/blog\/wp-content\/uploads\/2022\/03\/cash-flow-inventory-inventory-management-software-users-permissions-management-1017x1024.webp\" alt=\"\" class=\"wp-image-1030\" srcset=\"https:\/\/cashflowinventory.com\/blog\/wp-content\/uploads\/2022\/03\/cash-flow-inventory-inventory-management-software-users-permissions-management-1017x1024.webp 1017w, https:\/\/cashflowinventory.com\/blog\/wp-content\/uploads\/2022\/03\/cash-flow-inventory-inventory-management-software-users-permissions-management-298x300.webp 298w, https:\/\/cashflowinventory.com\/blog\/wp-content\/uploads\/2022\/03\/cash-flow-inventory-inventory-management-software-users-permissions-management-150x150.webp 150w, https:\/\/cashflowinventory.com\/blog\/wp-content\/uploads\/2022\/03\/cash-flow-inventory-inventory-management-software-users-permissions-management-768x774.webp 768w, https:\/\/cashflowinventory.com\/blog\/wp-content\/uploads\/2022\/03\/cash-flow-inventory-inventory-management-software-users-permissions-management-1x1.webp 1w, https:\/\/cashflowinventory.com\/blog\/wp-content\/uploads\/2022\/03\/cash-flow-inventory-inventory-management-software-users-permissions-management.webp 1366w\" sizes=\"auto, (max-width: 1017px) 100vw, 1017px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">User Access or Information Management :<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Here an &#8220;admin&#8221; account can change user id (any user), email, password, default location, fixed location, and active status).<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"469\" src=\"https:\/\/cashflowinventory.com\/blog\/wp-content\/uploads\/2022\/03\/cash-flow-inventory-inventory-management-software-user-access-management-1024x469.webp\" alt=\"\" class=\"wp-image-1032\" srcset=\"https:\/\/cashflowinventory.com\/blog\/wp-content\/uploads\/2022\/03\/cash-flow-inventory-inventory-management-software-user-access-management-1024x469.webp 1024w, https:\/\/cashflowinventory.com\/blog\/wp-content\/uploads\/2022\/03\/cash-flow-inventory-inventory-management-software-user-access-management-300x137.webp 300w, https:\/\/cashflowinventory.com\/blog\/wp-content\/uploads\/2022\/03\/cash-flow-inventory-inventory-management-software-user-access-management-768x351.webp 768w, https:\/\/cashflowinventory.com\/blog\/wp-content\/uploads\/2022\/03\/cash-flow-inventory-inventory-management-software-user-access-management-2x1.webp 2w, https:\/\/cashflowinventory.com\/blog\/wp-content\/uploads\/2022\/03\/cash-flow-inventory-inventory-management-software-user-access-management.webp 1366w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">In the user info tab, the &#8220;admin&#8221; account can change the name ( user), job title, phone number &amp; brief overview(any user).<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"469\" src=\"https:\/\/cashflowinventory.com\/blog\/wp-content\/uploads\/2022\/03\/cash-flow-inventory-inventory-management-software-users-info-1024x469.webp\" alt=\"\" class=\"wp-image-1034\" srcset=\"https:\/\/cashflowinventory.com\/blog\/wp-content\/uploads\/2022\/03\/cash-flow-inventory-inventory-management-software-users-info-1024x469.webp 1024w, https:\/\/cashflowinventory.com\/blog\/wp-content\/uploads\/2022\/03\/cash-flow-inventory-inventory-management-software-users-info-300x137.webp 300w, https:\/\/cashflowinventory.com\/blog\/wp-content\/uploads\/2022\/03\/cash-flow-inventory-inventory-management-software-users-info-768x351.webp 768w, https:\/\/cashflowinventory.com\/blog\/wp-content\/uploads\/2022\/03\/cash-flow-inventory-inventory-management-software-users-info-2x1.webp 2w, https:\/\/cashflowinventory.com\/blog\/wp-content\/uploads\/2022\/03\/cash-flow-inventory-inventory-management-software-users-info.webp 1366w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Only the \u201c<strong>admin<\/strong>\u201d account can manage user permissions.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n","protected":false},"excerpt":{"rendered":"<p>In&nbsp;Cash Flow Inventory&nbsp;\u201cadmin\u201d user can Add &amp; edit user&#8217;s permissions. \u201cadmin\u201d user can customize permissions for new and existing users in different segments like page&hellip;<\/p>\n","protected":false},"author":1,"featured_media":1028,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_cfi_subtitle":"","_cfi_read_time":"","_cfi_featured_label":"","_cfi_toc_enabled":false,"_cfi_cta_text":"","_cfi_cta_url":"","footnotes":""},"categories":[4,11],"tags":[17,24],"class_list":["post-930","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-documentation","category-settings","tag-inventory-software","tag-settings"],"jetpack_featured_media_url":"https:\/\/cashflowinventory.com\/blog\/wp-content\/uploads\/2022\/02\/cash-flow-inventory-inventory-management-software-users-management.jpg","_links":{"self":[{"href":"https:\/\/cashflowinventory.com\/blog\/wp-json\/wp\/v2\/posts\/930","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/cashflowinventory.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/cashflowinventory.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/cashflowinventory.com\/blog\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/cashflowinventory.com\/blog\/wp-json\/wp\/v2\/comments?post=930"}],"version-history":[{"count":21,"href":"https:\/\/cashflowinventory.com\/blog\/wp-json\/wp\/v2\/posts\/930\/revisions"}],"predecessor-version":[{"id":1618,"href":"https:\/\/cashflowinventory.com\/blog\/wp-json\/wp\/v2\/posts\/930\/revisions\/1618"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/cashflowinventory.com\/blog\/wp-json\/wp\/v2\/media\/1028"}],"wp:attachment":[{"href":"https:\/\/cashflowinventory.com\/blog\/wp-json\/wp\/v2\/media?parent=930"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/cashflowinventory.com\/blog\/wp-json\/wp\/v2\/categories?post=930"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/cashflowinventory.com\/blog\/wp-json\/wp\/v2\/tags?post=930"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}