Settings & Admin
Manage your account, profile details, organization information, security, users, roles, and system preferences.
What is the Settings section used for?
The Settings section is used to manage your account, profile details, organization information, security, users, roles, system preferences, and other platform configurations.
How to Navigate to Settings
Access the Settings section
Navigating to Settings
Follow these steps to access Settings
Login to Portal
Login to the OctoGenie Partner Portal using your credentials.
Go to Profile Icon
After logging in, go to the top-right corner of the screen.
Click Profile/Account Icon
Click on your Profile / Account icon.
Select Settings
From the dropdown menu, select 'Settings.'
Access Settings Page
The Settings page will open, where you can see options like: Account, Security, Users & Roles, Roles & Permissions, Approvals, Notifications, Fee Management, Language, Appearance, Templates, Help & Support.
Account
Click on Account to manage your profile and organization details.
Expected Outcome
You can now access all settings options to manage your account and system preferences.
You're all set!
You can now access all settings options to manage your account and system preferences.
How to Manage Users & Roles
Add and manage users in your organization
Managing Users & Roles
Follow these steps to add new users
Go to Settings
Navigate to Settings from your profile dropdown.
Click Users & Roles
From the Settings page, click on 'Users & Roles' in the left menu.
Click Invite User
Click on the 'Invite User' button located at the top-right corner of the page.
Enter User Details
Enter the required user details (name, email, role) and submit.
Pro Tip
- Users can be filtered based on their roles
- You can search for specific users using their name or email ID
Expected Outcome
New user is successfully added and will receive an invitation email.
You're all set!
New user is successfully added and will receive an invitation email.
How to Manage Roles & Permissions
Configure user roles and their permissions
Managing Roles & Permissions
Set up roles and assign permissions
Go to Settings
Navigate to Settings from your profile dropdown.
Click Roles & Permissions
From the Settings page, click on 'Roles & Permissions' in the left menu.
Select Role
Select the role you want to configure permissions for by clicking the 'Configure' action.
Create New Role
Click on '+ New Role' to create a new custom role for your organization.
Configure Permissions
Set permissions for different modules (View, Create, Edit, Delete, Approve) and save changes.
Expected Outcome
Role permissions are successfully configured and applied to users with that role.
You're all set!
Role permissions are successfully configured and applied to users with that role.
How to Manage Approvals
Configure approval workflows for different modules
Managing Approvals
Step-by-step guide to set up approval processes
Approvals
From the Settings menu, click on 'Approvals' to configure multi-step approval processes.
Configure Approval
Choose the approval mode (No Approval, Single, Multi-Step) for modules like Expenses and save the configuration.
Expected Outcome
Approval workflows are successfully configured for your organization.
You're all set!
Approval workflows are successfully configured for your organization.