Setting Up Your Account

Configuring your account is straightforward because most essential settings were automatically configured during account creation, including currency, timezone, and localization preferences. In this section, we'll help you complete your setup and ensure everything is ready for your inventory management needs.

To add your company information and branding:

1. Navigate to Settings from the main screen
2. Tap on the User/Profile tab (the rightmost tab)
3. Scroll down to the Information section
4. Fill in your company details: Company Name, Company Email, Website and Company Logo
5. Tap Save Changes to apply your updates

PDF Branding:
While all fields are optional, adding your company information and logo will automatically brand your PDF reports, invoices, purchase orders, and pick orders with your business identity.

Review and adjust these important settings in the General tab: Currency, Date Format, and Timezone.

After setting up your company information, the next crucial step is creating user accounts for your team members. Each user can be configured with specific permissions to control their access levels.

1. Access Users: Tap the Users button on the main screen
2. Add New User: Tap the red plus (+) icon at the bottom right
3. Enter Basic Information:
   • Name: User's full name (optional but recommended)
   • Email: Required for login and notifications
   • Password: Secure password for account access
4. Set Status: Ensure the Status toggle is enabled (active)
5. Configure Preferences:
   • Choose default Chart view for the user
   • Select Home screen buttons they'll see

In the Permissions section, you can control which warehouses each user can access:

• Specific Warehouses: Select only the warehouses this user should manage
• All Warehouses: Leave none selected to grant access to all locations

Configure what actions each user can perform by toggling the permission switches:

• Manage Products: Allow creating, editing, and deleting products
• View Products (read-only): Restrict to viewing products without editing capabilities
• Update Stock: Permit inventory quantity adjustments and stock movements
• Access Reports: Grant access to analytics and business reports
• Manage Orders: Enable sales and purchase order management
• Administrative Access: Allow management of users, warehouses, and system settings

Enable only the permissions necessary for each user's role to maintain security and prevent accidental changes.

After configuring all settings, tap Save Changes to create the user account.

Premium Feature:
User management and role-based permissions are available for premium subscribers only. Free accounts are limited to the primary account owner.

What's Next?
Once your account is configured and users are created, you're ready to start adding your products to Telesto. The next section will guide you through creating your first product entries and organizing your inventory.