Step 1: Open Manage Business User

Go to Manage → Manage Business User to access the business user management section.

This module allows administrators to add business owners, manage user information, allocate companies, and control access to business data for secure collaboration and efficient accounting operations.

Step 2: Open Configure Settings

Click the Configure icon located in the upper-right corner of the Business Users screen.

This opens the configuration panel, where you can customize the columns and information displayed. Personalizing the Business Users view helps administrators quickly access relevant user details and simplifies day-to-day user management.

Step 3: Select Required Fields

Choose the fields you want to display in the Business Users list.

Selecting only the relevant information creates a cleaner interface, improves visibility, and helps administrators efficiently monitor user details, company allocations, and account information without unnecessary screen clutter.

Step 4: Apply Configuration

Click Apply to save your selected display preferences.

The Business Users list is updated immediately with the chosen fields, providing a customized view that improves navigation, enhances productivity, and makes user management faster and more organized.

How to use Configure feature in Business Users?

Frequently Asked Questions