User Profile

This is where you create your user account to access to Xin 365. Once sign up to Xin 365, you will have a default user with System Admin role. You can create more user based on the package subscribed.

Create a User

1. On the left menu, choose Security > User Profile. Click on New button on the top right of the page.

2. Enter the information, choose Save Changes to save the record.

Column	Description
Full Name	The name of the user. It will be used to displayed in Xin 365 application.
Email	A valid email belongs to the user. An email will be sent to the user to create the password and login to the application.
User Group	Select which User Group this user belongs to. A user can belongs to one User Group for each company. The User Group will control the module accessibility of the user.
This is active User Profile	The status of the user. Only active user can login to the application.

Edit a User

1. Choose the blue color edit button of the user you want to update from the User Profile Listing.

2. The detail information of the user will be shown. Make modification and choose button Save Changes.

Delete a User

1. Choose the red color delete button of the record you want to delete from the User Profile Listing.

2. On the popup confirmation message box, choose Confirm to proceed delete the record.

Reset Password of a User

1. Choose the orange color reset button of the record you want to reset from the User Profile Listing.

2. On the popup confirmation message box, choose Reset Now. An email with the password reset link will be sent to this user. Follow the instruction to reset the password.

Set the Data Access of a User

Data Access control which data the user can access to. Example, to configure a supervisor to access to data created by everyone in the team, while the sales person can only access to the data created by themselves.

1. Choose the orange color reset button of the record you want to reset from the User Profile Listing.

2. In the example below, Joyce can only access to the Sales data (Quotation, Sales Order, Invoice etc) created by Docs User, but not allowed to access to Purchase and Marketing data creatde by Docs User.