User Roles Assignment

This article contains instructions on how to setup user roles

You are able to set up users based on their functionality.

1. Click the New user button on the bottom right-hand side of the Users tab to set up

username/password and assign roles.

Username - This should be the email address of the user that you wish to set up.
Password - You may type in a temporary password which would be changed by the user when they login.
Administrator - This should be ticked if you are setting up an admin role user.
Roles - This option should be ticked so you can place the configuration on the given space below.
Name - aside from the email address as their identifier, you may also put their
names here.
Office - The office that they manage.

2. Assign roles for each user in order to limit the particular person’s ability. You may only assign one role per user. Please refer to the below table for the list of different user types. Copy the role configuration accordingly and paste into the Role field.

Note: Administrator must be ticked if User Type selected is fulladmin or admin.

This table will serve as your guide when assigning user roles. This will include the user type, function and role configuration.

User Type	Function	Role Configuration
fulladmin	Has full administrator access including setting up users	ROLE_ADMIN_MERCHANT_FULL_ADMIN
admin	Has full administrator access but no ability to set up and manage users	ROLE_ADMIN_MERCHANT_FULL_ADMIN_EXCEPT_USERS
reports	Can only view reports	ROLE_COLLECTIONS_REPORTS
takepayments	Can process payments in all payment screen, create notes and reminders	ROLE_COLLECTIONS_TAKE_PAYMENTS
viewonly	No transaction capability. Can view debtor related information in dashboard.	ROLE_COLLECTIONS_VIEW

3. You are able to key in names and offices they manage if need be. This is very useful
especially for bigger firms that have a lot of users. This allows you to keep track of your
users much more easily.

Note: The Users List can be extracted by clicking the Export to CSV.

Example : To set up a user with a full admin role, they will have full admin access and can
set up users too. Choose the first option on the table which is fulladmin. Tick on the
administrator, roles, as well as name and office if needed. Put the necessary information like
the role configuration and click OK. The user setup will look like this :

4. Once the user has been set up they would have to go to the Apxium login page and reset
their password. They can do this by clicking on the forget password on the login box then put
in their username which is their email address and click on request reset.