Access the Dashboard

After completing the setup wizard, you’ll be directed to the Admin Dashboard—your main hub for managing all aspects of CloudOnex Business Suite.

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Configure Essential Settings

Before diving into daily operations, take a few minutes to configure key settings to make sure it aligns with your business settings.

  1. General Settings

    • Navigate to Settings > General Settings to review and update core business details.
    • Confirm or adjust your business name, logo and other general settings.
  2. Email Configuration

    • Set up email to allow notifications and automated communications.
    • Go to Settings > Email Settings and enter your SMTP details, ensuring your suite can send emails directly to customers and team members.
  3. Payment Gateway Integration

    • To enable online payments, go to Settings > Payment Gateways.
    • Choose your preferred gateway (options include PayPal, Stripe, etc.) and enter the necessary credentials.
    • Save your settings, allowing you to process transactions seamlessly within the suite.

Adding Users and Assigning Permissions

Set up your team to ensure secure access and role-specific permissions across CloudOnex.

  1. Add New Users

    • Go to Settings > Staff and then Add New User fill out user details for each team member you want to add.
    • Assign each user a role based on their job function, such as Admin, Manager, or Staff.
  2. Define Permissions

    • Tailor permissions for each role under Settings > Roles.
    • Use this section to control access levels to modules, data visibility, and actions each role can perform, ensuring your team has appropriate access.