Before you start
- My account → Users & roles
- Use your own staff account; sign in with Username/email and Password. There is currently no second-code step.
Screenshots show an earlier interface. Some current actions may appear in a different place or be absent from the image.
Business admin
Your account and staff administration scope
Check your Product administrator account and find the correct staff account within your management scope.
Prepare the records → follow the steps → check the outcome.
Check the account you are using
Business admin
1Step 1 / 5
My account shows which account you are signed in to and which roles you have been given. A person can hold several business roles.
- Open My account and check the user name.
- Read the displayed roles and permissions; check that they match your responsibilities before starting work.
You know which account you are using and where to start work.
Find the right route to your work
Business admin
2Step 2 / 5
The menu displays only the sections your account can access. On a narrow screen, open Menu to see these options.
- Open the main menu; on a narrow screen, click Menu.
- Choose Users & roles, Website or Configuration for the task you need to do.
- On desktop, use Website if you need to return to the public site.
The menu shows only pages that your account is allowed to open.
Select the staff account to manage
Business admin
3Step 3 / 5
Users & roles lists staff accounts within your management scope. This is account administration, rather than an entry point for project data.
- Open Users & roles.
- Find the correct account; check its name, email, status and roles before opening the record.
- Read the message if the account is outside your editing scope.
You select the correct staff account within your management scope.
Update your details or password
Business admin
4Step 4 / 5
You can update your own account. Roles and permission to view money are managed separately by an authorised person.
- In My account, choose Edit my account or Change my password.
- When changing your email or password, enter Current password; for a password change, enter and confirm the new password.
- Check your entries, then click Save.
Your own details are updated; roles and the money flag are managed by an authorised person.
Sign out when you finish
Business admin
5Step 5 / 5
End your session when you finish, especially on a shared device in the warehouse or workshop.
- Open the My account menu.
- Choose Sign out to end your signed-in session.
The session ends; next time, sign in with your own account.
Complete the task
Results & checks
- Being able to view a record does not give you permission to change or approve it.
- If you see Access denied, read the message and use Back to My account; if your session is missing, use Log in. Do not borrow another person's account or guess a URL.
Screenshots illustrate the page layout. Some show earlier controls; follow the current steps and check the result after performing the action.