User guide

User guide

Getting Started in the system for the user starts from the receipt of the letter of invitation to the email address of the Administrator of the company and the SMS-message with a confirmation code registration. User Registration is done on the registration form (registration procedure is described in the article User Registration). Once registered user logs in and is able to work with the forms according to the configured system administrator credentials.

To provide the user with a full service Oblik SaaS, as well as the personal settings of your seat or change the personal data in the system implemented interface forms, depending on their destination:

  • workbench - workspace that contains a set of components necessary to perform the user acts on accounting in the company and obtaining reporting data on the operating account. Workspace opens in the main browser tab after the user authorization and the selection of the company and the position to work in the system.
  • User Account - interface, which opens in a separate browser tab when you click "Account" workspace, and allows you to customize the display parameters of the workplace, and change their personal data, and security settings.
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