FastBilling
HelpSign in

Users and roles

Give staff their own sign-in, with only what they need.

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Steps

  1. Open Users from your account menu at the top right.
  2. Add a user with their own username and password, and choose a role.
  3. An employee writes bills and sees their own work. A salesman takes orders. The admin sees everything.
  4. To stop someone signing in, deactivate their user. Their past bills stay.

Good to know

  • Each person should have their own sign-in, so every bill shows who made it.
  • Reopening a closed bill needs the Master PIN, which the admin sets from the account menu. It works on the computer and on the phone.
  • Forgot the Master PIN? Press "Forgot your PIN?" where it is asked for. A new PIN is emailed to the address on your account, and the old one stops working. The address must be confirmed first.
  • Emails go only to a confirmed address. Each user confirms their own from the notice on their dashboard.

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