Account Management

Manage your personal and business information:

• Personal Details: Name, email, phone number, and title
• Business Information: Company name, industry, and business type
• Contact Preferences: Email notifications and communication settings
• Profile Photo: Upload and manage your profile picture
• Time Zone: Set your local time zone for accurate reporting
• Language: Choose your preferred language and region

Customize your account experience:

• Dashboard Layout: Customize dashboard widgets and layout
• Default Views: Set default views for reports and analytics
• Notification Settings: Configure email and in-app notifications
• Data Refresh: Set automatic data refresh intervals
• Theme Preferences: Choose light or dark theme
• Accessibility: Enable accessibility features and options

Configure business-specific settings:

• Business Hours: Set operating hours for each location
• Currency Settings: Configure currency and number formatting
• Tax Configuration: Set up tax rates and exemptions
• Inventory Units: Configure measurement units and conversions
• Reporting Periods: Set fiscal year and reporting periods
• Compliance Settings: Configure health department requirements

How to add new users to your account:

1. Navigate to Account Settings → User Management
2. Click "Add User" and enter the user's email address
3. Select the appropriate role and permissions
4. Choose which locations the user can access
5. Set up department and team assignments
6. Send invitation email to the new user
7. User receives email with setup instructions
8. User completes account setup and accepts invitation

Understanding user roles and their permissions:

• Owner: Full access to all features, billing, and user management
• Admin: Full access to features, limited billing access
• Manager: Access to reports, inventory, and labor management
• Staff: Limited access to assigned tasks and basic reports
• Viewer: Read-only access to reports and analytics
• Custom Roles: Create custom roles with specific permissions

Detailed permission breakdown:

• Inventory Management: View, edit, or manage inventory data
• Labor Scheduling: Access to scheduling and time tracking
• Financial Reports: View financial data and reports
• User Management: Add, edit, or remove users
• System Settings: Modify account and system settings
• Data Export: Export data and generate reports

Control user access and permissions:

• Role Changes: Update user roles and permissions
• Location Access: Grant or restrict access to specific locations
• Department Access: Assign users to specific departments
• Time Restrictions: Set access hours and days
• IP Restrictions: Limit access to specific IP addresses
• Temporary Access: Grant temporary access for contractors

Password security and management:

• Password Requirements: Minimum 8 characters, mixed case, numbers, symbols
• Password History: Cannot reuse last 12 passwords
• Expiration Policy: Passwords expire every 90 days
• Reset Process: Secure password reset via email
• Two-Factor Authentication: Enable 2FA for additional security
• Password Manager: Integration with popular password managers

Setting up and managing 2FA:

• SMS Authentication: Receive codes via text message
• Authenticator Apps: Google Authenticator, Authy, Microsoft Authenticator
• Backup Codes: Generate backup codes for emergency access
• Recovery Options: Multiple recovery methods for account access
• Device Management: Manage trusted devices and browsers
• Enforcement: Require 2FA for all users or specific roles

Control user sessions and access:

• Session Timeout: Automatic logout after inactivity
• Concurrent Sessions: Limit number of simultaneous logins
• Device Tracking: Monitor and manage active devices
• Remote Logout: Log out users from all devices
• Session History: View login history and activity
• Security Alerts: Notifications for suspicious activity

Exporting your data:

• Export Formats: CSV, Excel, PDF, and JSON formats
• Data Types: Inventory, sales, labor, and financial data
• Date Ranges: Custom date ranges for data export
• Scheduled Exports: Automated exports on regular schedule
• API Access: Programmatic access to data via API
• Data Retention: 7-year data retention for compliance

Backup and recovery options:

• Automatic Backups: Daily automated backups
• Backup Retention: 30-day backup retention
• Point-in-Time Recovery: Restore to specific dates
• Cross-Region Backup: Geographic redundancy
• Backup Verification: Regular backup integrity checks
• Recovery Testing: Regular disaster recovery testing

Data privacy and compliance:

• GDPR Compliance: European data protection compliance
• CCPA Compliance: California consumer privacy compliance
• Data Minimization: Collect only necessary data
• Consent Management: Manage user consent and preferences
• Right to Deletion: Honor data deletion requests
• Data Portability: Provide data in portable formats

Managing account ownership:

• Primary Owner: Account creator with full control
• Ownership Transfer: Transfer ownership to another user
• Co-Owners: Multiple owners with equal privileges
• Succession Planning: Designate successor owners
• Ownership Verification: Verify ownership changes
• Legal Requirements: Compliance with business regulations

Account suspension and reactivation:

• Suspension Reasons: Payment failures, policy violations
• Grace Period: 7-day grace period before suspension
• Data Access: Limited access during suspension
• Reactivation Process: Steps to reactivate account
• Data Recovery: Restore data after reactivation
• Support Contact: Contact support for suspension issues

Canceling your account:

• Cancellation Process: Steps to cancel account
• Data Export: Export all data before cancellation
• Billing: Final billing and refund processing
• Data Retention: 90-day data retention after cancellation
• Reactivation: Reactivate within 90 days
• Final Confirmation: Confirm cancellation to proceed