Masters India GST Software
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  • 🖌️MastersIndia GST
  • INTRODUCTION
    • Dashboard
    • Configuration
      • Manage Business
      • Manage Users
      • Supplier Master
      • Manage FTP/SFTP
      • Import Tally Data
      • Sales and Purchase Validation off
      • Manage Template
    • Import Data
      • Sales/Purchase Import
      • Add Invoice
      • Exporting Invalid and Duplicate Invoices
      • View Data and Invoice Actions
      • E-invoices data from MI EDoc
    • GST Return
      • GSTR 1
      • GSTR 3B
      • GSTR 6
      • GSTR 9
      • GSTR 9C
      • GSTR-07
      • ITC-04
    • Invoice Management System (IMS)
      • IMS Module Configure and Reco Sync
      • IMS Invoice Actions
    • Reconciliation
      • GSTR-1 vs Sales Register Reconciliation
      • E-Invoice vs Sales Register Reconciliation
      • GSTR-2A vs Purchase Register Reconciliation
      • GSTR-2B vs Purchase Register Reconciliation
      • GSTR-9(8A) vs Purchase Register Reconciliation
      • GSTR-6A vs Purchase Register Reconciliation
      • Outward Eway-Bill vs GSTR-1 Reconciliation
      • IMS vs Purchase Register Reconciliation
    • Payment And Challan
      • How to Generate Challans
        • Manual Challan Generation
        • Saved Challans
      • Payment Methods
    • Notices & Orders
    • Reports
      • GST Reports
      • Comparison Reports
      • Filing Preference Report
      • Ledger Report
      • GSTIN Filing Report
      • Search GSTIN Report
      • ITC Ageing Report
      • ITC summary Report
      • Search GSTIN E-invoice Applicability
      • Cash and Credit Ledger Reports
      • ITC Reversal & Re-Claimed Statement
    • Tax-GPT
  • Help & Support
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On this page
  • Adding a New User
  • Creating Customized User Roles
  • Creating User Groups
  • Whitelisting IPs

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  1. INTRODUCTION
  2. Configuration

Manage Users

This is how a user can add internal users to work on their business account.

PreviousManage BusinessNextSupplier Master

Last updated 5 months ago

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Adding a New User

In the Configuration module, go to the second tile "Manage Users".

Click on the "Add" button. Two options will appear: Add and Import.

When a single user has to be added, click on "Add". A sidebar will open, and fill in all the required details. Click the submit button.

The user will created with an "Invited" tag. Also, a mail will be sent with the login credentials of the user using which the user can log in to the account.

Users can be assigned a specific role, businesses as well as their warehouses. When this user logs in, they will be able to see only the quantity of data that they were assigned when invited.

Creating Customized User Roles

Go to the second tab "Roles".

Users will find three system-defined roles namely "Admin", "Advance" and "Basic". These are pre-configured roles and hence cannot be altered.

However, users can create custom roles as per their requirements. For this, click on "Add".

A sidebar will open. Fill in the role name and description (if needed), then select all the permissions to be included under this role.

Finally, click "Submit." Once you do this, the role will be created and will appear in the roles list as well as when inviting a user.

Creating User Groups

Businesses can create Groups of their users based on their requirements.

Go to the third tab "Groups". Click on "Add". A sidebar will open, fill in all the required details and click "Submit".

The group will be created and be visible in the group's list and also can be assigned to a user at the time of inviting.

Whitelisting IPs

Users can whitelist a specific list of IP addresses, as per their requirements for the respective users.

Go to the fourth tab "IP Withlisting". Click on "Add". A sidebar will open, fill in all the required details.

  1. If the user needs to add static IP, select "Static" as Address Type, select the user email ID to which the IP would be assigned and add IP in the Value field.

  1. If the user needs to add a CIDR Block IP, select "CIDR Block" as Address Type, select the user emails ID to which the IP would be assigned and add the starting IP in the Value field.