> For clean Markdown of any page, append .md to the page URL.
> For a complete documentation index, see https://docs.eazyjewel.com/user-guide/administration/llms.txt.
> For AI client integration (Claude Code, Cursor, etc.), connect to the MCP server at https://docs.eazyjewel.com/_mcp/server.

# Administration

## Docs

- [Staff and login](https://docs.eazyjewel.com/user-guide/administration/staff-and-login.md): Add your staff and give them a username, role and password to log in.
- [Roles and permissions](https://docs.eazyjewel.com/user-guide/administration/roles-and-permissions.md): Decide which screens each staff role can open and what they can do there.
- [Login security](https://docs.eazyjewel.com/user-guide/administration/login-security.md): Allow staff to log in only from shop devices, at set times, or from set internet addresses.
- [Sessions](https://docs.eazyjewel.com/user-guide/administration/sessions.md): See who is logged in, and check your own login sessions.
- [Tasks and workflow](https://docs.eazyjewel.com/user-guide/administration/tasks-and-workflow.md): Give tasks to staff, group staff into teams, and track work on the workflow board.
- [Process rules](https://docs.eazyjewel.com/user-guide/administration/process-rules.md): Set rules based on a condition, and the action to take when it matches.
- [Dropdowns](https://docs.eazyjewel.com/user-guide/administration/dropdowns.md): Manage the options shown in drop-down lists, such as categories, units and statuses.
- [Transaction series](https://docs.eazyjewel.com/user-guide/administration/transaction-series.md): Set the bill numbering for each module, such as SAL0001 for sales.
- [Client PDF mapping](https://docs.eazyjewel.com/user-guide/administration/client-pdf-mapping.md): Choose which print template each document uses, in four simple steps.
- [Upload history](https://docs.eazyjewel.com/user-guide/administration/upload-history.md): See the files you have uploaded and how many rows went in.
- [Lock date](https://docs.eazyjewel.com/user-guide/administration/lock-date.md): Lock old bills so no one can change them, and limit how far back staff can date entries.