MULTI-USER ACCESS AND PERMISSIONS
1.1. Create a role and assign permissions
- Step 1. Go to Setups menu in the left sidebar -> select Roles
- Step 2. Select New Role
- Step 3. Enter role name and select permissions -> then select Save
- View (Own): employees belonging to this role only see transactions created by him or assigned to him.
- View ( Global): employees belonging to this role can see all transactions of the module
1.2. Update role and update permissions
- Step 1. Select a role and click Edit icon
- Step 2. update permission -> check “ Update all staff members permissions that are using this role” -> then select Save
Note: If “Update all staff members permissions that are using this role” is not selected, changing role permissions won’t affect current staff members permissions that are using this role.
1.3. Assign permissions to specific employees
- Step 1. Go to Setups menu in the left sidebar -> select Staff
- Step 2. Select a staff and click View
- Step 3. Select Permissions tab -> update permission or select Role to have the system automatically select permissions according to the selected role-> then select Save
