Biz School

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  1. Welcome to Bizuno-U
  2. FAQs
  3. Quick Start
    1. Installation
    2. Configuration
    3. Your Dashboards
    4. Your First Product
    5. Your First Purchase
    6. Your First Sale
  4. Working With Bizuno
    1. Navigation
    2. Dashboards
    3. Currencies
    4. Locale
    5. Settings
  5. Users Guide
    1. Customers
      1. Manager
      2. CRM Manager
        1. Promotion Manager
      3. Sales Manager
        1. Request for Quote
        2. Sales Order
        3. Sale
        4. Credit Memo
      4. Prices
      5. Amazon Interface
        1. Uploading Inventory
        2. Downloading Orders
        3. Confirm Shipments
        4. Reconciling Payments
      6. Order Fulfillment
      7. Returns Manager
      8. Reports and Forms
    2. Vendors
      1. Manager
      2. Purchase Manager
        1. Request for Quote
        2. Purchase Order
        3. Purchase
        4. Vendor Credit Memo
      3. Prices
      4. Reports and Forms
    3. Inventory
      1. Manager
        1. Accessories
        2. Attributes
        3. Images
        4. Options
        5. Vendors
      2. Assemblies
      3. Adjustments
      4. Build Manager
      5. Inventory Bulk Edit
      6. Receiving/Inspection
      7. Reports
    4. Banking
      1. Customer Receipts
      2. Customer Refunds
      3. Vendor Payments
      4. Vendor Payments - Bulk
      5. Vendor Refunds
      6. Account Register
      7. Cash Reconciliation
      8. Reports and Forms
    5. General Ledger
      1. GL Manager
        1. Intuit Online Payroll
      2. Budgeting
      3. Reports and Forms
    6. Quality
      1. Document Control
      2. Quality Manager
      3. Maintenance Manager
    7. Tools
      1. Shipping Manager
      2. PhreeForm - Reports/Forms
      3. OpenCart Interface
      4. PrestaShop Interface
      5. WooCommerce Interface
      6. Google Interface
      7. Image Manager
      8. Translator Assistant
      9. Import/Export
      10. Backup/Restore
    8. My Business
      1. Profiles
      2. Employees
      3. Fixed Assets Manager
  6. Administrators Guide
    1. Module Settings
      1. Bizuno Settings
        1. Linking Your PhreeSoft.com Account
        2. SMTP Configuration
        3. Creating a New Store
      2. Contacts Settings
      3. Inventory Settings
      4. Payment Settings
      5. PhreeBooks Settings
      6. PhreeForm Settings
    2. Extension Settings
      1. Multi-Store Extension
      2. Service Builder - Job Templates
    3. Security
      1. Data Encryption
    4. Roles
    5. Users
    6. Maintenance
      1. Protecting Your Business Data
      2. Backing Up Your Data
      3. Restoring From a Backup
    7. Reloading and Importing Reports and Forms
    8. Using Barcode Scanners
    9. Importing and Exporting
      1. Importing Contacts – Customers and Vendors
      2. Converting from Another App
      3. Converting from PhreeBooks
  7. Advanced Topics
    1. The Bizuno Journals
    2. Working With Taxes
    3. Fixing Trail Balance is Out of Balance Errors
    4. Editing Reports and Forms
    5. Entering a Vendor Deposit
    6. Entering a Customer Deposit
  8. Tutorials
    1. Mastering Price Sheets
    2. Installing the Bizuno/WooCommerce Interface
    3. Translating Bizuno
  9. Technical Stuff
    1. Developer Information
    2. Bizuno API
    3. Adding New Themes
  10. More Resources
    1. Glossary

Security #

General Information

This section covers the general navigation and operation of Bizuno. Features described in this section apply to the Bizuno framework and generally operate the same across all modules. 

Home Page Navigation

The Home Page has four buttons in the upper right hand corner that give you quick access to important tools within the Bizuno system.

The Home icon allows you to return to the home page at any time from any screen. This will save time when accessing screens that you have saved to the home page. 

For instance, Electra Bicycles has a link directly to FedEx tracking information saved under the “My Links” Dashboard.  When I click the home button after retrieving the tracking information I can find the FedEx link quickly and easily allowing me to access where my product is at any given moment. 

Bizuno has a built-in encryption program to keep your customer’s sensitive information safe and secure.  This make encrypting information quick and easy.  Clicking the encryption button in the upper right hand corner will bring up the encryption window.  When this window appears you will be prompted to enter the password for encrypting data on the website.  

Payment information may be stored within Bizuno but in order to access it you must enter the encryption password. Once the information has been entered the customers credit card information may be chosen from the drop down menu in the payment screen as long as the encryption key has been entered. 

The log-out button allows you to log-out from the session when you are finished. Simple as that.

Security and Permissions

Bizuno has several levels of security built into the software.

Level 1: Bizuno Portal – The portal is your first line of defense. No one gets in without a registered username/password combination. 

Level 2: Security by Roles – Set within your business. Users with permission to manage roles have the ability to prevent unauthorized access to any registered user from any feature. Access levels can be set to:

  1. None – This level hides the menu and also prevents direct access by URL to the feature.
  2. Read-Only – This level allows users to see the page but typically will not allow any changes. 
  3. Add – This level will allow initial creation of a record but prevents the record from being altered once created. 
  4. Edit – This level allows all features of a menu item EXCEPT deletion. Users may enter and edit the record.
  5. Full – This level allows full access to the feature, including deletion of information.

Level 3: Security by User – Additionally, modules may offer additional restrictions to users. An example is PhreeBooks multi-store which has the ability to restrict users to a specific store, and sets default GL accounts. Additional Security Features 

Along with the core security mentioned above, some modules allow additional security to help tailor you business to your needs. To list a few:

PhreeForm – The PhreeForm module allows additional security to be applied to individual reports. Reports can be locked from editing for most employees through the level 2 security above so reports cannot be altered by them. Individual users (or roles) can be set to view Financial Statements. When a reports security is set to users/roles, only those included will have access to the report. Others will not even know it’s there.

Security levels can also be adjusted across the board for a user.  Rather than adjusting the security level for one category at a time.  Security levels can be adjusted over all categories as shown above.  To do this enter the title of the user into the title field and use the drop down to select the level of security desired.  You can also customize clearance further by selecting a security level across the board and then going back later and adjusting the levels individually.  For instance, let’s say you had a sales associate.  Say you wanted that sales associate the ability to read everything but only edit the customer manager.  You would enter their title into the title field, select read only from the drop down box.  Then locate Customer Manager from Contacts Tab -> Customer Manager and change the Customer Manager drop down to edit.  Now the Sales Associate is able to read everything but only able to edit information within the Customer Manager. 

Bizuno Preferences (Upper right of screen)

Dashboards – Very powerful summaries of the state of you business.

Locale – Covers language, calendar formats, number formats and everything else related to you locale (except currency which is covered later).

Profile – Your profile, menu layout, colors, themes and more.

Roles – Bizuno uses roles to easily add users and set permissions based on their job function and access needs.

Users – User settings, how to enter, edit and delete users to control access to your business.

Employees – Employees are a type of contact in Bizuno. They can be linked to users to tie things together.

Encryption -Bizuno has a built in encryption mechanism to control your most sensitive information. A keyed system is used, only you have the key so others cannot view your secure information.

Currencies -Bizuno has the ability to enter sales and purchases in as many currencies as you have set up. Exchange rates are update daily at log in to stay up with the latest.

Settings – Settings are a broad term used for preferences, configuration, profiles, defaults and just about anything else the you generally set and forget. This section covers a brief introduction, Section 25-Settings has a more in-depth description of all the settings and what they do.

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