TaxTrail

EDITORIAL LEDGER

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No OTP Or Session
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Settings

Add User

Create user profile, assign role access, company access and WhatsApp chatbot permissions.

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Users

Fields marked with * are mandatory

Name *

A/c Head

Approval required:

Access Type:

Email *

Mobile

2FA Email:

SMS:

Agent Level:

Max Discount:

Back-dated entries

days

Roles

Admin SALES HEAD training RFQ Finance Manager L1 Approver L2 Approver

Company

Demo Company 1 Supreme Polymers JERAI FITNESS INVOIT PLAST MACHINERY PRIVATE LIMITED BLUE PETER Shree Bhagyodaya Metals Pvt Ltd AYURVEDA RASAYANI Coreprix Jyoti Electricals Aditya Agro Industries PRAMUKH PHARMACHEM PRIVATE LIMITED

Branch

SBM 1 Coreprix Surat Dhule Chhatral 1 Santej 1 BORON MUMBAI Ahmd Naroda 1 Uttar Pradesh-1 VRD Chennai Main Location

Department

Main Production Cutting Sewing/Assembly Pre-Production – Sampling Incoming rejection Incoming store GRINDING & ROBOTICS POWDER COATING ASSEMBLY UPHOLSTERY

chat Whatsapp Chatbot Details

Whatsapp Chat Company Branch Dept. Bank

tips_and_updates Tips

Select at least one role before saving.
Use company, branch and department rights to control data visibility.
Enable 2FA Email or SMS for sensitive roles.
Whatsapp Chat requires company, branch, department and bank mapping.

0 roles, 0 companies, 0 branches, 0 departments selected

Cancel

check_circle Saved.