Skip to main content

Administration Overview

The Administration module provides comprehensive tools to manage your LKG for Billing system, including user management, approval workflows, business settings, and system configuration.

Overview​

The Administration section allows you to:

  • Manage business settings and configuration
  • Control user roles and permissions
  • Configure approval workflows
  • Set up system preferences
  • Manage security settings
  • Configure integrations

Accessing Administration​

Navigate to Administration from the main menu (available to administrators only)

Key Administration Areas​

Business Management​

  • Company profile and details
  • Business information
  • Tax settings (GST, PAN)
  • Branch/location management
  • Business hours and preferences

User Roles & Permissions​

  • Create and manage user roles
  • Assign permissions to roles
  • Control feature access
  • Define user capabilities
  • Role-based access control (RBAC)

Approval Workflows​

  • Configure approval processes
  • Set approval hierarchies
  • Define approval rules
  • Manage approval requests
  • Track approval status

System Settings​

  • General application settings
  • Email configuration
  • Notification preferences
  • Invoice templates
  • Payment gateway settings
  • Tax configuration

Who Can Access Administration?​

System Administrator​

  • Full access to all administration features
  • Can create and manage users
  • Configure system-wide settings
  • Manage all approval workflows

Business Owner​

  • Access to business settings
  • User management within their business
  • Approval workflow configuration
  • Limited system settings

Manager​

  • View-only access to some settings
  • Manage team members
  • Handle approval requests
  • Limited configuration access

Best Practices​

Administration Tips
  1. Regular Audits: Review user access and permissions quarterly
  2. Least Privilege: Grant minimum necessary permissions
  3. Approval Workflows: Implement approvals for critical operations
  4. Backup Settings: Document your configuration changes
  5. Security First: Enable two-factor authentication for admins

Common Administration Tasks​

Adding a New User​

  1. Go to User Roles section
  2. Create or select a role
  3. Add user with assigned role
  4. Set permissions and access levels

Configuring Approvals​

  1. Navigate to Approvals
  2. Define approval workflow
  3. Set approval hierarchy
  4. Assign approvers
  5. Test the workflow

Updating Business Settings​

  1. Go to Business Management
  2. Update company information
  3. Configure tax settings
  4. Save changes
  5. Verify updates

Security Considerations​

Important Security Notes
  • Protect Admin Access: Limit administrator accounts
  • Strong Passwords: Enforce password policies
  • Activity Logs: Monitor admin activities
  • Regular Reviews: Audit user permissions regularly
  • Secure Settings: Protect sensitive configuration data

Need Help?​

For administration support:

  • Documentation: Browse detailed guides in each section
  • Support Email: admin-support@lkgforbilling.com
  • Phone Support: Available for Enterprise plans
  • Training: Request admin training sessions
Next Steps

Explore the administration sections to configure your system: