Getting Started on Neo-Ledger Documentation

Dashboard Overview

Mon, 01 Jan 0001 00:00:00 +0000

Dashboard Overview #

The Dashboard is your starting point in Neo-Ledger — it gives you access to all your datasets and lets you manage your account settings in one place.

Layout #

The dashboard header contains:

Logo / Product name — displayed in the top-left.
Refresh button — reloads the list of datasets.
Settings menu — a gear icon that expands to give you:
- Dark / Light mode toggle — switches the UI theme for your session and saves the preference.
- Language selector — changes the UI language. Neo-Ledger supports multiple languages; your selection is saved and applies on subsequent logins.
- Logout — ends your session.

Your datasets #

The main area shows all datasets you have access to as cards. Each card displays:

Creating a Dataset

Mon, 01 Jan 0001 00:00:00 +0000

Creating a Dataset #

Neo-Ledger organises your accounting into datasets — one per company. Each dataset has its own chart of accounts, users, transactions, and settings, keeping everything cleanly separated.

Who can create datasets? #

Dataset creation permission must be granted by your system administrator.

The Create Dataset dialog #

Click + New Dataset on the dashboard to open the creation dialog. Fill in the following fields:

Inviting Users to a Dataset

Mon, 01 Jan 0001 00:00:00 +0000

Inviting Users to a Dataset #

Neo-Ledger uses a role-based access control system. You first create roles that define what someone can do, then invite users and assign them one or more roles.

Who can invite users? #

Only users with an access level of Owner or Admin on a dataset can manage users and roles for that dataset.

Step 1 — Create roles #

Before inviting anyone, set up the roles that define what they can access. Go to System → Roles.