Dashboard
After login
After login, you will be redirected to the Dashboard. The following menus are:-
- Switch to User
- Dashboard
- My Account
- User Management
- Settings
- Software issue
- GST Penalty Calculator
- Logout
How can I switch user?
Click Switch to User.
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All shared Business will be available after clicking on Switch to User. You can see those businesses and can also start working.
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How can I access My Account?
Click on My Account. The following option are visible:
- My Subscription
- HostBooks Plans
- Billing History
- My HostBooks Cloud
- Inactive Business List
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- Click on My Subscription. List of all subscriptions which you have purchased will available here.
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- On click on HostBooks Plans you can see plans and price.
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- After clicking on Billing History, all Billing history list will appear
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- 4. Click on My HostBooks cloud. You have 10 GB storage space in cloud. You can upload your documents and can also create folder through "Create Folder" option.
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After clicking on Cloud logs, you will be able to see all the cloud logs
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- After clicking on Inactive Business List, list of all businesses will appear which are inactive
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How can I manage Users?
Click on User Management
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After clicking on User Management, User list will appear. You can Invite New user to access the business which you have created. You can also add the business through click (+) icon.
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You can Add New Business by selecting Business from dropdown.
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Click on Eye icon, in order to view, update or Revoke the access given to the user
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After clicking on Eye icon, you can see the details of sharing business and role. You can update, revoke, delete the access of that business.
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Click on Invite New User, in order to Invite New user
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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
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A message will appear as "Email has been sent successfully"
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How can I manage the Settings?
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There are three types of settings:-
- Security
- Default setting
- Theme setting
Click on Security. It will navigate to user two ways authentication page
Click on Next.
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It will redirect to set up page. By default, email id will appear, click on Next
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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.
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It will redirect to Confirm page. Enter the confirm password and click on Turn on.
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Click on Default Setting.
- You can save default login with "Administrator" or "User" as per your convenience
- You can select country for your business
- Set the default Country for your business.
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Click on Theme setting, you can set your own theme
- Admin Theme Setting- this will set the theme for Admin
- User Theme Setting - this will set the theme for User
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After select color click on Update Admin Theme button.
How can create Software issue?
Click on Software issue to create a ticket or issue.
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Click on + button to create new issue.
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You are required to fill the following details
- Bug Type
- Product
- Query
- Related URL
- Description
- Modules
- Priority
- Attachment
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After fill the necessary information click on save button.
How can I update Profile?
Take the mouse on Email ID and Click on Profile.
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It will redirect to the Edit profile page from where you can update the following:-
- Personal
- Organization
- Password
- Contact
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- Click edit icon on Personal
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You can Edit/Update the following fields
- Salutation
- First Name
- Last Name
- Gender
After updating Click on Save
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A popup message will appear as "Profile information successfully updated".
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- Navigate to Organization and click on edit icon
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You can update the following fields
- Organization Name
- Role
- Business type
- Industry
- Address 1
- Address 2
- Zip
- Country
- State
- City
- Website
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A popup message will appear as "Organization information successfully updated".
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- Navigate to Password and click on edit icon
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Enter the following details:
- Old Password
- New Password
- Confirm Password
Click on Update
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- Navigate to Contact and click on edit icon of Personal Details
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You can update the following fields
- Primary Email
- Secondary Email
- Mobile
- Landline
Click on update
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A popup message will appear as "Personal information successfully updated".
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Click edit icon of Organization Details of Contact, you can update the following fields:
- Primary Email
- Secondary Email
- Mobile
- Landline
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Click on update
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How can I check the Activity Logs?
Take the mouse on Email ID and Click on Activity logs.
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After clicking you will be able to see the logs
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How can I Logout from the Application?
Take the mouse on Email ID and Click on Logout. After clicking you will be logout from the Indian Accounting.
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