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Administer users, teams, templates, and themes

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The following pages are available in the Settings menu The Settings menu icon. at the top of the page:

  • User Management: Manage user accounts and assign security roles. More information: Manage users
    • To manager users, go to Settings The Settings menu icon. > Advanced settings.
    • A new window titled Business management will open. Go to Settings at the top of the new window, then System > Security > Users.
  • Team Management: Organize users into teams and apply roles to teams. More information: Manage teams
    • To manage teams, go to Settings The Settings menu icon. > Advanced settings.
    • A new window titled Business management will open. Go to Settings at the top of the new window, then System > Security > Teams.
  • Fiscal Year: Define the fiscal year period used for reporting financial data at your organization. More information: Define fiscal year settings
    • To change the fiscal year, go to Settings The Settings menu icon. > Advanced settings.
    • A new window titled Business management will open. Select Fiscal Year Settings.