Dashboard

After login, you will be redirected to the Dashboard. The list of menus are:-

• Switch to User
• Dashboard
• My Account
• User Management
• Settings
• Software issue
• GST Penalty Calculator

How can I switch user?

To switch the user, click Switch to User from the dropdown menu.

All shared Business will be shown after clicking on Switch to User. You will see the list of businesses, following this select the desired business and start working.

Click on My Account in the left panel of the window. The following option will be visible:

• My Subscription
• HostBooks Plans
• Billing History
• My HostBooks Cloud
• Inactive Business List

1. Click on My Subscription to see the list of subscriptions that you have purchased.

2. By clicking on the second option HostBooks Plans, it displays the plans and the prices provided by our company. You can choose the right plan that suits your business.

3. The third option available is Billing History. Click on Billing history to see list of all the billing history for the service.

4. 4. Click on My HostBooks cloud to save documents in the website itself. We provide 10 GB storage space in cloud. There are two options cloud logs and create folder option. You can upload your documents and can also create folder through "Create Folder" option.

After clicking on Cloud logs, you will be able to see all the cloud logs available.

5. After clicking on Inactive Business List, list of all inactive businesses will appear.

Click on User Management

After clicking on User Management, User list will appear. You can invite new user to access the business which you have created or you can also simply add the business through click "+" icon.

You can add a new business by selecting the desired business from dropdown menu.

Click on Eye icon, in order to view, update or revoke the access given to the user.

Click on Invite New User, in order to Invite New user

After clicking, Invite New User form will be opened. You are required to fill the following details:

• First Name
• Last Name
• Email-ID
• Business
• Invite For
• Set the Role

After filling the necessary information, Click on Invite

A message will appear as “Email has been sent successfully”

There are three types of settings under the setting's menu:-

• Security
• Default setting
• Theme setting

1. Click on Security. It will navigate you to the user's two way authentication page

Click on Next.

It will redirect to set up page. By default, email id will appear, click on Next

It will redirect to Verify page. A verification code will be sent to your email id. Enter the verification code and Click on Verify Code.

It will redirect to Confirm page. Enter the confirm password and click on Turn on.

2. Click on Default Setting.
1. i. You can save default login with "Administrator" or "User" as per your convenience
2. You can select country for your business
3. Also set the default Country for your business.

3. Click on Theme setting to set your own theme
1. Admin Theme Setting- this will set the theme for Admin
2. User Theme Setting - this will set the theme for User

After select color click on Update Admin Theme button to successfully change your theme.

If you are facing software issues, click on Software issue menu in the left panel of the window to create a ticket or issue.

Click on + button to create new issue.

You are required to fill the following details

• Bug Type
• Product
• Query
• Related URL
• Description
• Modules
• Priority
• Attachment

After filling the necessary information click on save button to successfully save your details.

Move the cursor on Email ID and Click on the Profile.

It will redirect you to the Edit profile page from where you can update the following:-

• Personal
• Organization
• Password
• Contact

1. Click edit icon in Personal details window to edit if any changes required.

You can Edit/Update the following fields

• Salutation
• First Name
• Last Name
• Gender

After updating Click on Save to successfully save the changes.

A popup message will appear as "Profile information successfully updated" when you click save.

2. Navigate to Organization and click on edit icon to edit the organization details.

In this window, you can update the following details:

• Organization Name
• Role
• Business type
• Industry
• Address 1
• Address 2
• Zip
• Country
• State
• City
• Timezone
• Website

A popup message will appear as "Organization information successfully updated", when you click the update button.

3. Navigate to Password and click on edit icon to change your password.

To change the password, enter the following details:

• Old Password
• New Password
• Confirm Password

Click on Update to successfully change the password.

4. Navigate to Contact and click on edit icon of Personal Details option shown.

You can update the following fields

• Primary Email
• Secondary Email
• Mobile
• Landline

Click on update after filling appropriate details to successfully save the changes.

A popup message will appear as "Personal information successfully updated", once you click update.

Click edit icon of Organization Details of Contact, you can update the following fields:

• Primary Email
• Secondary Email
• Mobile
• Landline

Click on update to save the changes.

Move the cursor on the email ID and Click on Activity logs from the drop down menu.

After clicking you will be able to see the list of logs. You can choose the appropriate log and start working.

Move the cursor on email ID and click on Logout option from the dropdown menu. Further, you will be logged out from the Indian Accounting.