Khaos Control Cloud Initial Setup Guide - Creating and Configuring Users

Khaos Control Cloud Initial Setup Guide - Creating and Configuring Users

Overview

This setup guide is designed to work alongside the training you undertake to help you set up Khaos Control Cloud for your business.

There are tooltips available to describe each option within the application itself, just hover your mouse above the option to display the information associated with it.
The Help menu is also available by clicking on the yellow question mark button in the top right of your screen or selecting Help from the navigation bar within any screen in the system. It’s context-sensitive and will display relevant information depending on where you are within Khaos Control Cloud. The information includes:
  1. A description of the main page you are using.
  2. Information on the fields within the current screen.
  3. A list of related videos which will guide you through important tasks related to the screen that you are on.

Creating and Configuring Users

Create new users for your Khaos Control Cloud system

  1. Login to your Admin area.
  2. Click on the Users icon on the left navigation bar.
  3. Create a user using the panel on the right.
    1. Add a username.
    2. Tick the User Account Active checkbox.
    3. Click the Create button below.
  4. You can edit the information by clicking on the Edit button for the user and update their username or password. Remember to click the Update User when finished.
A video on this process can be viewed here, Adding New Users.

Define user defaults

  1. Login to your live Khaos Control Cloud application.
  2. Click on System Setup on the left navigation bar.
  3. Click on User List.
From here, you can go into edit mode and update the user’s full name and user defaults, such as default sales source, invoice priority and stock control site for new orders created by a user. 

Define user permissions

From within the User List, double click on the line for the user to open the user permissions popup. The popup will have different sections within the system, and the ability to enable or disable certain functionality for the user by using the toggles next to the functions. It’s worth noting that the Admin toggle on the top left overrides the other toggles, so ensure to turn this off if you wish to define specific permissions underneath. 

A video on this procedure can be viewed here, How to Set Up User Permissions and Defaults.

Copy User Permissions

There is also the ability to copy user permissions from another user to the user you are currently editing, using the “Copy From…” function on the bottom left of the popup. This is useful in scenarios where you might have multiple telesales operatives you wish to give the same user permissions to, you can define the permission for the first user and copy these to the other telesales operative users.