MUST HAVE - Setting up the "Managing The Account" option | PPS v4.0.51
Only an Administrator has access to the "Manage This Account" option in the red gear drop down
We strongly suggest that you have two users configured with administrator roles. The administrator will see the following options in the setting areas:
- Manage this account
- Business – Set up the business name and address and see what license levels they have
- Users – Create and edit the users for your system (You can make as many users as you require)
- Manage roles – this is where you create and edit the user roles which you will assign to each user when you create a user
- Manage Mobile sessions – Disregard as this does not pertain to PPS
- Manage web session - here you can see all the users currently using the web user licenses. If someone has not logged out of their session for some reason and gone home you can log those users out of the system from this option, so that other users can access the web version of the system
Manage This Account with all options
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