Each employee in RemOnline has a User profile where they can edit or add their personal data, increase account security with two-factor authentication, view salary details, or log out of their account.
Click on the avatar in the upper left corner of RemOnline to go to the User profile. Here you can see the Personal Info, Security, and My compensation sections as well as a “Log out” button.
Personal info
There are 3 sections on the personal info page: Basic info, Preferences, and Connected Apps.
Basic info
In the Basic info section, the user can change or delete the avatar photo, change the name, surname, email and phone number.
You can change your avatar to a personal one or choose from those offered by RemOnline.
Please note that the “Email” field is unique for everyone in the RemOnline system, so no two employees can have the same email. After changing the email address, you need to confirm it.
Preferences
In the Preferences section, the user can change the profile language. To do this, select the required language and save the settings.
Connected Apps
In this section of the user's profile, you can enable or disable integration with Telegram, which allows you to receive notifications about orders and tasks in the messenger.
Here you can also connect your Xero account, if you have a Xero integration enabled.
Security
On this page, users can change the password or enable two-factor authentication to log in to the account.
Changing Passwords
Enter the current password and create a new one. Click "Save".
To ensure the security of your account, your password must meet the following requirements:
minimum 8 characters;
at least 1 uppercase letter;
at least 1 lowercase letter;
at least 1 digit.
Enabling Two-Factor Authentication
Step 1. Click the “Enable” button.
Step 2. Install the Authenticator app.
Download Google Authenticator, Microsoft Authenticator, or another two-factor authentication app from the App Store or Google Play.
Step 3. Scan the QR code.
Open the installed app, tap the "+" button, and scan the QR code.
Step 4. Enter authorization code.
Enter the code generated by the Authenticator app.
You have successfully enabled two-factor authentication!
Step 5. Save the 6 passwords shown in the two-factor authentication field.
Important: this is the only time you’ll see them in an unencrypted form, as the next time you visit this page or refresh it, these passwords will be encoded.
You can either download them in a .txt file or copy and paste in the location of your choosing.
If you ever reset your authenticator app, you won’t be able to sign in without these passwords. You can use them as an alternative to the code generated by the authenticator app.
Please note that each password can be used only once.
Done! Now when you sign in to your RemOnline account via web version and/or mobile app, you will need to enter the code from your authenticator app.
To disable the two-factor authentication, click on the “Disable” button and confirm the action by clicking “Continue”.
Enter the code generated in authenticator app and click “Disable” again.
The two-factor authentication was disabled successfully.
My compensation
On this page, users can see basic data about their own salary.
The current balance is a sum of all work orders, sales, postings, and payments where the employee is a client or supplier. The current balance is affected by the accrued salary.
Clicking on Current Balance opens a window displaying all transactions.
An amount with a + (plus) sign means that the company owes this amount to the employee.
An amount with a - (minus) sign means that the employee owes this amount to the company. The current balance can be a negative amount in several cases:
Example 1. An employee is paid weekly, but according to the payroll rules, the salary is always calculated in the next month. Accordingly, each such payment will affect the employee's current balance because, without accrual, there is no payment obligation from the company.
Example 2. You have already accrued and paid salaries, but then you found some errors in the calculation for the previous month. E.g., you deleted a sale or a work order, and the "Cancel payment for deleted documents or products" checkbox was checked in the rules. Thus, these cancellations for the previous month create a minus in the current month.
Compensation calculation rules — here, users can see their current base salary and applicable commissions.
To accrue — this displays the calculated amount of the current month's salary that has not yet been accrued to the employee's balance.
Estimated amount to pay — the amount that consists of the already accrued and calculated (i.e. not yet accrued) salary is displayed here.
Below, you’ll find a table with the salary calculations for an employee for each month. The accrued payments are marked with green check marks, and the payments that have not yet been accrued are marked in orange.
Double-click on the row with the calculation to see more detailed information.
Logging Out
Click on the avatar and click the “Log out” button to change the user or log out of your account.
