An important part of your system setup is creating roles for your users so you can assign different permissions to users within your system.
Most people make a 'Standard Users' Role, and then set some permissions for actions that that Role may perform. Users put into that Role may perform those actions, such as View and Maintain Contacts, Organisations, Notes, Events, etc. Log into ChilliDB and from the System menu, select Users - Maintain Roles + Tickets. Click the create link towards the top right corner of the screen, create a New User Role called 'Standard Users', and click the 'Save' button to save that new Role. From the Grid listing, click on your new 'Standard Users' Role to drill down on it, and assign some Tickets (i.e. Permissions) to that Role. The checkboxes you will see control the permissions. You will usually see VIEW, MODIFY, DELETE tickets. Some modules have MANAGER, and other specialised functionality tickets. The tickets are bunched together and you should work down the list and decide what level of permissions you would like to grant to this role. When complete, click the 'Save' button to save your changes. The VIEW ticket controls people being able to see that section of the system, and will usually remove items from the menu, for users in a role which does not have the VIEW ticket for that section of ChilliDB.
Next you should create some Users. For any of your staff that will be accessing ChilliDB, you should create an account. Users are Contacts in ChilliDB. So if your staff are not already Contacts within ChilliDB, you should create them as Contacts first then return to here. Towards the top right of the maintain users page, you can click create to add a new user. Specify a Username, Password, find a Contact from ChilliDB who represents that user, select your Role you created above, and you can select an existing User from ChilliDB to copy the screen layout of your front screen of ChilliDB (when you first log in) for this new user account. We recommend laying out the front screen of ChilliDB for one User first, then use that persons layout when creating subsequent users. Assuming this is the first user you are creating, we will not cover this here.
When you have specified all of the information for your new user, click the 'Save' button to save that user. You should then see that new user in the grid on that page. You can edit that user by selecting them from the grid.
