Users are the people that are authorized to use DOKKA.


At the organizational level a user can be given one of two roles: Executive and Bookkeeper. The Executive level is currently the same as the Bookkeeper level. We plan to add different rights in the future.


A Bookkeeper can perform the operations necessary to bring documents into DOKKA and process them through to the accounting software. 


To add users to your organization, click on the Setting icon from the home screen. Then click the Users link on the left.


OrgSetup3.png

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Click Add User. Select the role and input the required information. You can assign them to different companies within the organization in this screen.


When you have finished adding users click the back arrow on the top left. Your organization is set up.


The next step is to set up at least one company.