Overview If you have more than one user in Khaos Control Cloud, you may wish to set up the users with some default options including Sales Source, Site they operate in and an Invoice Priority which will be added to all sales orders created by the ...
Found in: Managing Users
Overview The below will show you how to add a new user to your system. Usage Log in to the Admin Portal. Click on Users. Click on the + Add user button. Enter the name of the user in the dialog. Click the Create button Make a note of the generated ...
Found in: Managing Users
Question/Problem Our purchased credits have been allocated to users who no longer use the system. Cause Credits are automatically allocated to each of Active user of your KCC system, as detailed in your Users list on the Admin Portal. ...
Found in: Billing & Services
Question/Problem How do you delete users who no longer need need access to the system? Resolution/Solution They can't be deleted for audit purposes however they can be deactivated. Steps Log in to your admin portal. Go to Users. Click the Deactivate ...
Found in: Managing Users
Overview To ensure that KCC has been setup to mirror your business practises, you should be testing each of your business scenarios to ensure that your current processes can be carried out in KCC and the outcomes are as you would expect. The Extended ...
Found in: Testing & Go Live
Overview To assist you with adapting your business practices to operate with KCC, you should be testing each area of your business to ensure that your current processes can be carried out in KCC and the outcomes are as you would expect. To help you ...
Found in: Testing & Go Live
Overview User acceptance testing for businesses with more complex processes, such as multiple sites and channels, or with more than 3 - 4 users. We highly recommend you print this page from the attached file. If you can answer yes to all questions in ...
Found in: Testing & Go Live
Overview It is possible to set the date to a format that is a different layout to that used in the United Kingdom. This is a setting that is per user so all users will need to follow the steps below in order to have the date set to a format that ...
Found in: User Interface
Overview This video will show you how to use the Admin Portal in the system, this can be to add your credit card details, purchase credits, pay for services or add new users. There are step by step instructions below the video to guide you through ...
Found in: Billing & Services
Question/Problem How is Khaos Control Cloud invoiced? Solution The Admin user is the main KCC user and cannot be removed. This user is intended to be used by the system Administrator and is the only user account included in your monthly licence fee, ...
Found in: Billing & Services
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 ...
Found in: Managing Users
Overview The following video explains how to anonymise a customer record. This can only be preformed by an Admin user. Step by step instructions are below the video. Steps Open the customer record that you wish to anonymise. Click on the Actions ...
Found in: CRM & Data Protection
Problem/Question: When trying to edit a record the system is presenting and error message stating that there is a lock on the database, preventing you from proceeding. Solutions: This can manifest itself in 2 ways. 1. Database entry Locked (Stale ...
Found in: Error Messages
Overview The below will explain how to control the behaviour of the Awaiting Date stage of Sales Invoice Manager Usage This feature is controlled by the [System Values] option shown below. The default is to release two days earlier than the planned ...
Found in: Understanding the process
Any customer who wishes to reset their KCC system and uses the User Settings GUI will be asked for a password. The password to be used is below. Case sensitive: proceed_with_data_delete This can be provided to the customer, but let the customer know ...
Found in: Billing & Services