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 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. Converting from PhreeSoft Cloud and PhreeBooks5 to Bizuno for WordPress
      2. Importing Contacts – Customers and Vendors
      3. Converting from Another App
      4. 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
    4. Using Bizuno for Managing Trusts
  9. Technical Stuff
    1. Developer Information
    2. Bizuno API
    3. Adding New Themes
  10. More Resources
    1. Glossary

Users #

Bizuno supports multiple users each assigned multi-level security. During initial setup the administrator user is defined and given full privileges. The administrator can then add additional users and set security appropriately. Each module has an unique security ID and can be set to the following levels: 

  • None – No access. Users with this security will not see the module as part of the menu. 
  • Read Only – The user can only open and read the information. they are not permitted to save and changes they make to the record. In this case, the Save icon will not be displayed. 
  • Add – The user can create records but cannot edit them or delete them. 
  • Edit – The user can add and edit a record but cannot delete the record. 
  • Full – The user has full read/write access to the record.

Bizuno user accounts allow for individualized access to the Bizuno modules. User accounts are used in the audit log, setting access permissions, and permissions for reports. 

When the Bizuno system is installed, a single administrator account is added given full permission to access all of the PhreeBooks functionality. New users can be added and thier access can be controlled to modules that they are given permission to access. If No Access is given to a function, the option will not appear in their menu when they log in. 

NOTE: When adding new modules, permissions have not been established and the modules will not be visible. Each user account will need to be edited and the appropriate permission added to access the module.


The Users Manager can be accessed through:
My Business => Users


Security levels can be defined in Users under the My Business section of Bizuno.

Users Manager

The first screen you will see is the Users Manager. A list of previous Users will be appear in order by e-mail address. 

New – To begin a new user creation click the New icon in the upper left hand corner of the screen. The Users Manager accordion will collapse and the Users detail page will open allowing you to begin creating a new role.

Refresh – To refresh the screen click the Refresh icon in the upper right left hand corner of the page.  This is helpful when you make a mistake or wish to start from the beginning.

Search – Enter any information in the search field to begin a search based on information that you define and click the search button. 

Edit – To view any of these users in detail double click any one of them or click on the green pencil icon to the left of the user.

Delete – To delete a user click the recycle bin to the left in the User Manager.

To sort the Users click the Title, E-mail or Role header and the manager will sort by title.  You can also click the double arrows to the right of the Users Manager/Details to collapse or extend the respective accordions. 

Page Navigation

To move to the first page of users click the arrow with a line to the  left or click page by page using the left pointing arrow.  To move to the last page of users click the arrow with a line to the right or click page by page using the right pointing arrow.

To change the number of results to be displayed choose a number from 10 – 50 in the bottom left hand corner of the Manager.

You can also enter the page you wish to navigate to by entering the number in the field provided.

New User

  1. Select Setup->Users.
  1. Press the Add icon. A new screen will appear with a form to fill out for the new user.
  2. Enter a username, email address, and password for the new user.
  3. Set the permissions for the user. A tab will appear for each main heading. the permissions are initially set for no access for all modules. Select the permission levels for each module in each tab.
  4. Press the Save icon to create the user account.

Edit User

  1. Select Setup->Users.
  2. Press the Edit icon next to the user to edit. A new screen will appear with a form fill out for the new user.
  3. Edit any user information and security permissions as necesary. If the password will no be changed, leave the password fields blank and no changes will be made to the current password in the database. 
  4. Press the Save icon to update the user account.

Delete User

  1. Select Setup->Users.
  2. Press the Delete icon next to the user to delete. A popup will appear to confirm the selection. 
  3. Press OK to confirm the selection and the user account will be removed from the database.
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