UUKA

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KNOWLEDGEBASE

Knowledgebase

Managing Company

Update Company Details

In addition to creating the company at the registration process, you can also update the company details at any time.…

In addition to creating the company at the registration process, you can also update the company details at any time.

Update Company Details

  1. In UUKA Portal, click "Manage company" at the companies dropdown list;
  2. Choose "Company details" section, and then you can update your company name, logo and email etc.
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Manage Company User

You can add or remove users from the company in UUKA. A. Access to your Company Users Section In UUKA…

You can add or remove users from the company in UUKA.

A. Access to your Company Users Section

  1. In UUKA Portal, click "Manage company" at the companies dropdown list;
  2. Choose "Users" section at the left navigation bar.

B. Add Existing UUKA User to your Company

  1. In Users section, click "Add Users" button;
  2. Search for existing UUKA users, assign user role to it, and then add users to your company.
  3. When those users login with their UUKA account, they will join your company automatically.

C. Remove User from Company

  1. In Users section, select the user to be removed.
  2. Click "Remove user" at the dropdown menu.

 

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Define Permissions for User Roles

You can secure your company's data with detailed permissions by roles. Update Permissions for User Role In UUKA Portal, click…

You can secure your company's data with detailed permissions by roles.

Update Permissions for User Role

  1. In UUKA Portal, click "Manage company" at the companies dropdown list;
  2. Go to "User roles" section at the left navigation bar.
  3. You can manage user roles in this page.
  4. To update the user role permission, you can check or uncheck the related permission boxes for the user role, and then save the changes.
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Define Number Sequences of Transactions or Records

In UUKA, you can customize your pattern of transaction number, and set the next number in sequence. A. Access to…

In UUKA, you can customize your pattern of transaction number, and set the next number in sequence.

A. Access to Number Sequences Setting Page

  1. In UUKA Portal, click "Manage company" at the companies dropdown list;
  2. Go to "Number Sequences" page.
  3. You can edit the pattern of transaction number, and set the next number in sequence at this page.

B. Definitions

  • Last number
    The last number in the sequence. Next number will be last number + 1.
  • Number of digits
    Number of digits in the sequential number. When the limit is reached, the sequence resets to 0. For example, if the Number Length = 6, the sequential numbers will be 0,1, ..., 999999 and then 0 again.
  • Pad with zeros
    Pad the sequential number with zero or not. For example, if it is true and the next sequential number is 156, then the new number may look like 000156.
  • Pattern:
    Pattern of the generated number
    The following variables are accepted:
    {seq}: sequential number
    {yy}: Last 2 digit of year
    {mm}: Month

C. Examples of Number Pattern

  1. In this case, the next customer number will be C0037:
  2. In this case, the next customer number will be C2106-000037:

 

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Configure SMTP Settings

You can set up SMTP for sending out emails for your UUKA company. SMTP Setting In UUKA Portal, click "Manage…

You can set up SMTP for sending out emails for your UUKA company.

SMTP Setting

  1. In UUKA Portal, click "Manage company" at the companies dropdown list;
  2. Go to "SMTP Setting" page;
  3. Configure your SMTP settings on this page.

Case Example for Setting up SMTP from Gmail

  1. You should register an Gmail account in Google first;
  2. In SMTP Settings Page, select SMTP provider - "Gmail";
  3. Fill in the login credential for your Gmail account 
  4. Set the displayed Sender Name and email address

Tips: 

For security reason, Google requires user to setup an App Password (https://support.google.com/accounts/answer/185833?hl=en) or turn on the "Less Secure App Access" option for any Web Application to use its SMTP service.

To turn on the "Less Secure App Access" option, you can login to your Google account > Security Section (https://myaccount.google.com/security), and then turn on the Less secure app access option.

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Configure Company Preferences

You can configure some company preferences settings, such as person name format, decimals place, price rounding mode, etc., for your…

You can configure some company preferences settings, such as person name format, decimals place, price rounding mode, etc., for your UUKA company.

Company Preferences

  1. In UUKA Portal, click "Manage company" at the companies dropdown list;
  2. Go to "Company Preferences" page;
  3. You can configure your company settings on this page.
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