Difference between revisions of "Aakash-Business-Tool/C2/Create-Account/English"

From Script | Spoken-Tutorial
Jump to: navigation, search
Line 7: Line 7:
  
 
/* Slide 1 */  
 
/* Slide 1 */  
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:1.05pt double #808080;padding:0.049cm;"| Welcome to this tutorial on '''Create Account''' in '''ABT'''.  
+
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:1.05pt double #808080;padding:0.049cm;"| Welcome to this tutorial on '''User authentication and role''' in '''ABT'''.  
  
 
|-
 
|-
Line 18: Line 18:
 
* Login as a user
 
* Login as a user
 
* Understand the Master Menu
 
* Understand the Master Menu
* Create Account
+
* User authentications
 +
* Rights of every user role
  
  
Line 162: Line 163:
 
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:none;padding:0.049cm;"| Point to '''Manager'''
 
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:none;padding:0.049cm;"| Point to '''Manager'''
 
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:1.05pt double #808080;padding:0.049cm;"|
 
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:1.05pt double #808080;padding:0.049cm;"|
 
+
* Tap on '''Add user''' button
Admin can add user ie. manager or operator using add user button.
+
* Select '''manager'''
 
+
* Enter username '''manager''' and password also '''manager'''
 
+
* Select gender
 
+
* Tap on done
    Admin can change username or password of any user by clicking the respective user row from the list .
+
 
+
    Except rollover and delete existing organisation, manager can access all other options.
+
    As User account settings option is selected, it prompts a dialog with three options ie. Change username, Change password (to change own username and password) and add user.
+
    As add user is clicked, all the details about last login and logout time of operator are displayed in the list.
+
Manager can add operator using add user button.
+
Manager can change username or password of operator by clicking the respective user row from the list
+
Rights of Operator :
+
 
+
    Operator has access to Create account, Transaction, all reports except Income & Expenditure/Profit & Loss, Add projects, User account settings, Export organisation and Help.
+
 
+
 
+
 
+
  
  
  
 
|-
 
|-
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:none;padding:0.049cm;"| Point to '''Create Account '''
+
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:none;padding:0.049cm;"| Point to message
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:1.05pt double #808080;padding:0.049cm;"|  
+
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:1.05pt double #808080;padding:0.049cm;"|
* Account management covers three major parts ie. create,search, edit and delete account .
+
* It says manager added successfully
* Tap on '''Create account '''option
+
  
  
  
 
|-
 
|-
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:none;padding:0.049cm;"| Point to alert '''Set manual account code'''
+
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:none;padding:0.049cm;"| Point to '''Operator'''
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:1.05pt double #808080;padding:0.049cm;"|  
+
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:1.05pt double #808080;padding:0.049cm;"|
* We will find an alert to check '''Set manual account code'''
+
* Tap on '''Add user''' button
* Before you start creating a new account, you have to specify the account code type ie. '''manual''' or '''automated'''.
+
* Select '''operator'''
* When first time you enter into this page, the alert-box will appear on the screen
+
* Enter username '''Operator''' and password also '''Operator'''
* Check the check-box if manual account code has to be provided or leave it as it is for automatic account code generation.
+
* Select gender
 +
* Tap on done
  
 
 
|-
 
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:none;padding:0.049cm;"| Point to '''Confirm''' button
 
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:1.05pt double #808080;padding:0.049cm;"|
 
* I will check the check box and tap on '''Confirm''' button
 
* Remember, This is only one time activity.
 
* Later on this alert-box will not appear on the screen, instead it will follow the saved preference<br/>
 
  
  
Line 212: Line 192:
  
 
|-
 
|-
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:none;padding:0.049cm;"| Create account screen
+
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:none;padding:0.049cm;"| Point to message
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:1.05pt double #808080;padding:0.049cm;"|  
+
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:1.05pt double #808080;padding:0.049cm;"|
* Here, we have to add accounts for the organization.
+
* It says operator added successfully
 +
* Tap on cancel
  
  
  
 
|-
 
|-
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:none;padding:0.049cm;"| Point to '''Group name''' and '''Subgroup name'''
+
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:none;padding:0.049cm;"| Point to Add user
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:1.05pt double #808080;padding:0.049cm;"|  
+
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:1.05pt double #808080;padding:0.049cm;"|
* Every account falls under a Group and optionally a Sub-Group.  
+
* Like that,Admin can add user ie. manager or operator using add user button.
 
+
* Admin can change username or password of any user by clicking the respective user row from the list .
 
+
* Lets exit ABT
  
 
|-
 
|-
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:none;padding:0.049cm;"| Tap on dropdown of '''Group Name'''
+
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:none;padding:0.049cm;"| Point to Select existing organization
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:1.05pt double #808080;padding:0.049cm;"| Tap on '''Group Name''' dropdown to see all the group names provided by '''ABT'''
+
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:1.05pt double #808080;padding:0.049cm;"|
 +
* Select '''Free Accounting Foundation'''  
 +
* Lets select manager as login role
 +
* Enter the username and password as '''manager'''
 +
* Tap on login
 +
* We will notice,except rollover and edit/delete organization, manager can access all other options.
  
 
|-
 
|-
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:none;padding:0.049cm;"| Point to '''Corpus'''
+
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:none;padding:0.049cm;"| Point to Select existing organization
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:1.05pt double #808080;padding:0.049cm;"|  
+
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:1.05pt double #808080;padding:0.049cm;"|
* Organization '''Free Accounting Foundation''' is of the type '''NGO '''
+
* Manager can add operator using add user button.
 +
* Manager can change username or password of operator by clicking the respective user row from the list
  
* So we see '''Corpus''' in the Group name list.
 
  
* If our organization type was '''Profit Making''', we would see '''Capital''' instead of '''Corpus.'''
 
  
 
|-
 
|-
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:none;padding:0.049cm;"| Point to '''Corpus,Current Liability, Loans(Liability)'''
+
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:none;padding:0.049cm;"| Point to Select existing organization
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:1.05pt double #808080;padding:0.049cm;"|  
+
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:1.05pt double #808080;padding:0.049cm;"|
* The Groups '''Corpus,Current Liability, Loans(Liability)'''
+
* Select '''Free Accounting Foundation'''  
* These accounts will have '''Credit opening balance'''  
+
* Lets select operator as login role
 +
* Enter the username and password as '''operator'''
 +
* Tap on login
 +
* We will notice,except rollover and edit/delete organization, manager can access all other options.
  
|-
 
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:none;padding:0.049cm;"|
 
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:1.05pt double #808080;padding:0.049cm;"|
 
* '''Corpus''' is the principal amount of an '''NGO''' or a trust.
 
 
* '''Capital''' is the amount invested in the business by the owner.
 
 
* '''Liabilities''' denote the amounts which a business owes to a person or another firm.
 
  
 
|-
 
|-
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:none;padding:0.049cm;"| Point to '''Current Asset,Fixed Assets and Loans (Asset)'''
+
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:none;padding:0.049cm;"| Point to master menu
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:1.05pt double #808080;padding:0.049cm;"|  
+
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:1.05pt double #808080;padding:0.049cm;"|
Then, there are groups like
+
* Operator has access to
* '''Current Asset'''
+
** Create account,  
* '''Fixed Assets'''
+
** Transaction,
* '''Loans (Asset)'''
+
** All reports except Income & Expenditure/Profit & Loss,
These accounts will normally have '''Debit opening balance'''
+
** Add projects,
 +
** User account settings,
 +
** Export organisation and
 +
** Help.
 +
   
  
|-
 
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:none;padding:0.049cm;"|
 
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:1.05pt double #808080;padding:0.049cm;"|
 
* '''Fixed Assets '''represent everything which a business owns and has money value.
 
* Any asset used in business, for more than one year, is considered as a fixed asset.
 
* They are always shown as debit balance.
 
  
|-
 
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:none;padding:0.049cm;"| Point to '''Direct Income, Indirect Income, Direct Expense and Indirect Expense'''
 
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:1.05pt double #808080;padding:0.049cm;"| The groups
 
* '''Direct Expense'''
 
* '''Direct Income'''
 
* '''Indirect Expense'''
 
* '''Indirect Income'''
 
will not have any opening balance.
 
  
|-
 
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:none;padding:0.049cm;"|
 
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:1.05pt double #808080;padding:0.049cm;"| All other groups will have an opening balance
 
 
|-
 
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:none;padding:0.049cm;"|
 
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:1.05pt double #808080;padding:0.049cm;"|
 
* '''Direct expenses''' are expenses related to production and purchasing of goods.
 
* '''Direct Income''' is earned from the business or for the services provided.
 
* ''' Indirect Expenses '''are expenses incurred after the manufacturing process is over.
 
* '''Indirect income''' is one that is earned by way of non-business activities. eg. sale of old newspaper, sale of cartons.
 
 
|-
 
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:none;padding:0.049cm;"| Choose '''Current Asset '''from Group Name drop down.
 
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:1.05pt double #808080;padding:0.049cm;"|
 
* I will choose '''Current Asset''' as '''Group Name'''.
 
 
|-
 
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:none;padding:0.049cm;"| Point to Sub-Group NameClick on the dropdown of Sub-Group Name
 
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:1.05pt double #808080;padding:0.049cm;"|
 
* After selecting Group Name, you have to select the Sub-Group Name as required.
 
* These are the subgroups provided by '''ABT'''
 
* You can add any Sub-Group Name as you wish.
 
* For now, I shall choose '''Bank '''as a Sub-Group Name
 
 
|-
 
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:none;padding:0.049cm;"| Point to '''Account name''' text box.Enter '''SBI'''
 
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:1.05pt double #808080;padding:0.049cm;"|
 
* In the '''Account name''' field, type account name as '''SBI'''
 
 
|-
 
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:none;padding:0.049cm;"| Point to '''Account Code'''
 
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:1.05pt double #808080;padding:0.049cm;"|
 
* Recall, we had preferred to create account codes manually earlier.
 
* So here,we see a field for account code.
 
 
|-
 
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:none;padding:0.049cm;"| Point to '''Account Code'''
 
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:1.05pt double #808080;padding:0.049cm;"|
 
* '''ABT''' suggests an account code, as you can see.
 
* We can edit the suggested code.
 
* We can even leave it as it is
 
 
|-
 
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:none;padding:0.049cm;"| Point to '''Debit opening balance''' textbox
 
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:1.05pt double #808080;padding:0.049cm;"|
 
* Next, let's enter the '''Debit Opening Balance'''
 
* The default value as you can see is 0.00
 
* You can accept this or enter any positive or negative value.
 
 
|-
 
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:none;padding:0.049cm;"| Enter '''5000''' in '''Debit opening balance''' textbox
 
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:1.05pt double #808080;padding:0.049cm;"|
 
* I will enter '''5000''' in '''Debit opening balance''' textbox
 
 
|-
 
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:none;padding:0.049cm;"| Point to '''Total Debit Opening Balance'''
 
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:1.05pt double #808080;padding:0.049cm;"|
 
* The total of all debit Opening Balances entered so far will be displayed here.
 
 
|-
 
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:none;padding:0.049cm;"| Point to '''Total Debit Opening Balance'''
 
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:1.05pt double #808080;padding:0.049cm;"|
 
* Right now it is '''0.00'''
 
* It is so as we have not yet saved this account with its debit opening balance.
 
 
|-
 
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:none;padding:0.049cm;"| Point to '''Total Credit Opening Balance'''
 
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:1.05pt double #808080;padding:0.049cm;"| Next, the total of all Credit Opening Balances so far entered is displayed here.
 
 
|-
 
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:none;padding:0.049cm;"| Point to '''Total Credit Opening Balance'''
 
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:1.05pt double #808080;padding:0.049cm;"|
 
* Right now it is '''0.00'''
 
* It is so as no account with credit opening balance has been saved
 
 
|-
 
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:none;padding:0.049cm;"| Point to '''Difference in Opening Balance'''
 
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:1.05pt double #808080;padding:0.049cm;"|
 
* The last field displays the difference between debit and credit opening balances.
 
 
|-
 
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:none;padding:0.049cm;"| Press '''Save''' button
 
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:1.05pt double #808080;padding:0.049cm;"|
 
* After filling all the necessary data, I will press the '''Save''' button.
 
  
 
|-
 
|-
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:none;padding:0.049cm;"| Point to message '''Account SBI has been saved successfully'''
+
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:none;padding:0.049cm;"| Point to Select existing organization
 
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:1.05pt double #808080;padding:0.049cm;"|
 
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:1.05pt double #808080;padding:0.049cm;"|
* A message appears tells you have successfully created the desired account.
+
* Select '''Free Accounting Foundation'''
 +
* Lets select admin as login role
 +
* Enter the username and password as '''admin'''
 +
* Tap on login
  
|-
 
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:none;padding:0.049cm;"| Point to '''Total Debit Opening Balance'''
 
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:1.05pt double #808080;padding:0.049cm;"|
 
* Note that the amount in the '''Total Debit Opening Balance''' has been updated.
 
  
 
|-
 
|-
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:none;padding:0.049cm;"| Point to '''Total Debit Opening Balance '''and '''Total Credit Opening Balance'''
+
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:none;padding:0.049cm;"| Point to '''User account settings'''
 
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:1.05pt double #808080;padding:0.049cm;"|
 
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:1.05pt double #808080;padding:0.049cm;"|
* '''Total Debit Opening Balance'''
+
* Select '''User account settings'''
* '''Total Credit Opening Balance''' depend on what type of opening balance you have entered.
+
* We can now view the login,logout and total time of manager and operator
  
  
  
|-
 
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:none;padding:0.049cm;"| Point to '''Total Debit Opening Balance, Total Credit Opening Balance '''and '''Difference in Opening Balances'''
 
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:1.05pt double #808080;padding:0.049cm;"| Note that,
 
* '''Total debit opening balance'''
 
* '''Total credit opening balance'''
 
* '''Difference in opening balance''' are read-only fields.
 
  
|-
 
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:none;padding:0.049cm;"|
 
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:1.05pt double #808080;padding:0.049cm;"| They get updated after saving a new account.
 
 
|-
 
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:none;padding:0.049cm;"|
 
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:1.05pt double #808080;padding:0.049cm;"| Let us learn about deleting and editing account in another tutorial
 
 
|-
 
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:none;padding:0.049cm;"| /*Slide 8*/
 
  
 
Summary  
 
Summary  
 
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:1.05pt double #808080;padding:0.049cm;"| In this tutorial we have learnt about:  
 
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:1.05pt double #808080;padding:0.049cm;"| In this tutorial we have learnt about:  
  
* Master Menu
+
* Select existing organization
* Create Account
+
* Login as a user
 +
* Understand the Master Menu
 +
* User authentications
 +
* Rights of every user role
 +
 
  
  
Line 413: Line 285:
 
Assignment  
 
Assignment  
 
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:1.05pt double #808080;padding:0.049cm;"| Create account with:
 
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:1.05pt double #808080;padding:0.049cm;"| Create account with:
* Group name - '''Current Asset''', Sub Group name - '''Bank''' and Account Name - '''SBI'''.  
+
* Login as an operator and explore ABT.
* Group name - '''Direct Expense''', Account name - '''Advertising'''
+
* Login as a manager and explore ABT
* Group name - '''Current Asset''' and Sub-group name - '''Cash''' and Account Name''' - Cash'''
+
 
+
 
+
  
  

Revision as of 16:00, 12 November 2013

Visual cue Narration
Display desktop

/* Slide 1 */

Welcome to this tutorial on User authentication and role in ABT.
Show Slide

Learning Objectives /*Slide 2 */

In this tutorial, you will be able to:
  • Select existing organization
  • Login as a user
  • Understand the Master Menu
  • User authentications
  • Rights of every user role


Show Slide

System Requirements

In this tutorial, I am using
  • ABT 1.0
  • Android 4.2
Prerequisites

/*Slide 4*/

For this tutorial, you must be familiar with:
  • The principles of book keeping.
  • How to run and start ABT
  • How to Create a New Organization

If not, for relevant tutorials please visit http://spoken-tutorial.org

Start ABT Select ABT application on Android 4.2
ABT's Welcome screen We will see ABT's welcome screen
Tap on Select Existing Organization button We will choose the Select Existing Organization button
Select Free Accounting Foundation from Organization drop down
  • We had already created an organization called Free Accounting Foundation in Maintaining organization tutorial
  • We will select it from the drop-down list.


Point to the Financial year dates The financial year we had set is shown now.
Tap on Login button Now, we shall tap on Login button and go ahead to the login screen.
  • Select admin for role
  • Type username as admin


Point to security question
  • If you don't remember the password, you can select Forgot Password? option
  • Select your security question
  • Type the respective answer
  • Tap on OK


Point to reset password
  • Type your new password abc
  • Re-type it
  • Tap on Done button to continue
  • Message appears password updated successfully
  • Tap on cancel



Point to Master Menu
  • We are now on the master menu of ABT


  • We will see the username and information about ABT on the left of the screen
  • Organization name, type and financial year is visible at the top


Point to various features of ABT The various features of ABT includes,
  • Create account
  • Transaction
  • Reports
  • Bank Reconciliation
  • Preferences
  • Rollover
  • Export organisation
  • Account settings
  • Help


Point to Slide According to the user role, access to the menus are provided:
  • Admin have access to all the above options.
  • Except User account settings, guest can access all other options.
Point to User account settings option
  • Select User account settings option
  • It prompts a dialog with three options ie. Change username, Change password (to change own username and password) and
  • Add user
Point to Add user
  • As add user is clicked, all the details about last login and logout time of manager and operator are displayed
  • It is as per per the selected radio button ie. manager or operator.


Point to Manager
  • Tap on Add user button
  • Select manager
  • Enter username manager and password also manager
  • Select gender
  • Tap on done


Point to message
  • It says manager added successfully


Point to Operator
  • Tap on Add user button
  • Select operator
  • Enter username Operator and password also Operator
  • Select gender
  • Tap on done



Point to message
  • It says operator added successfully
  • Tap on cancel


Point to Add user
  • Like that,Admin can add user ie. manager or operator using add user button.
  • Admin can change username or password of any user by clicking the respective user row from the list .
  • Lets exit ABT
Point to Select existing organization
  • Select Free Accounting Foundation
  • Lets select manager as login role
  • Enter the username and password as manager
  • Tap on login
  • We will notice,except rollover and edit/delete organization, manager can access all other options.
Point to Select existing organization
  • Manager can add operator using add user button.
  • Manager can change username or password of operator by clicking the respective user row from the list


Point to Select existing organization
  • Select Free Accounting Foundation
  • Lets select operator as login role
  • Enter the username and password as operator
  • Tap on login
  • We will notice,except rollover and edit/delete organization, manager can access all other options.


Point to master menu
  • Operator has access to
    • Create account,
    • Transaction,
    • All reports except Income & Expenditure/Profit & Loss,
    • Add projects,
    • User account settings,
    • Export organisation and
    • Help.



Point to Select existing organization
  • Select Free Accounting Foundation
  • Lets select admin as login role
  • Enter the username and password as admin
  • Tap on login


Point to User account settings
  • Select User account settings
  • We can now view the login,logout and total time of manager and operator



Summary

In this tutorial we have learnt about:
  • Select existing organization
  • Login as a user
  • Understand the Master Menu
  • User authentications
  • Rights of every user role



/*Slide 9*/

Assignment

Create account with:
  • Login as an operator and explore ABT.
  • Login as a manager and explore ABT


/*Slide 10*/


Spoken Tutorial Workshops

/*Slide 11*/

The Spoken Tutorial Project Team

  • Conducts workshops using spoken tutorials
  • Gives certificates to those who pass an online test
  • For more details, please write to contact@spoken-tutorial.org


Show Acknowledgement Slide

Acknowledgement

  • Spoken Tutorial Project is a part of the Talk to a Teacher project
  • It is supported by the National Mission on Education through ICT, MHRD, Government of India
  • More information on this Mission is available at: http://spoken-tutorial.org\NMEICT-Intro


Thanks for joining
  • That’s it for this tutorial. This is Trupti Kini, IIT Bombay.
  • Thank you for watching.


Contributors and Content Editors

Trupti