Managing users (adding, modifying and deactivating)

DataPedia allows business managers to manage who can access DataPedia.   This page provides instructions on how to add a new users or managing existing users.

Adding a new user

To add a new business:

• On the main screen, click on Information and Settings​
• Then click on: User Maintenance
• Click on the tab called: Add New Users

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• Fill out all necessary details and save the new user
• Click on the + symbol to add this user

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Once a new user is added, modify what the end user can see

• Locate the user you want to modify
• Check which modules you want the user to see
• Modify the number of records retrieved for each module (note the more records you select to see, the longer it will take.  Suggestion - keep this to approx 50 records

Managing existing users

​On the business info tab - users are able to modify all the general and banking details of the business.

On this screen too - users are able to search and upload the company logo that will appear on all reports generated using DataPedia.

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