Each user of the software comes with a level of permissions related to the usage of the application. You can define those profiles and modify the permissions and privileges of all profiles. You can also delete profiles if you believe you do not need as many as the ones loaded by default in the accounting software.
To do any of those modifications in accounting software, click on Setup and then on Access Setup (Third link from the top in the “Setup” tab).
For each role that you will select in the drop-down list at the top of the page, you will see the authorizations related to the application features. You can grant more, less, de-activate the role or delete it. You can also create a new role with the privileges that will fit the needs of the position. Note that once a user is granted a certain Access Level, he/she will not be able to change it (Except for “System Administrator”) and only a System Administrator will be able to modify this parameter.
Also note that once a user is granted an access level, he/she will only see the relevant parts of the application when logging in.
Roles: Choose roles from the drop down menu to edit or select New role to create a new user role with all check boxes removed
Show Inactive: Clicking on this check box will Show all roles, including the inactive roles
Role Name: Name of the Role can be entered here (22 characters max allowed)
Role Description: Enter the Description of the Role (52 characters max allowed)
Current Status: Active/Inactive. Choose Inactive only for backup or unused roles.
Role Sections: (enlisted in detail below)
If creating a new role: Insert New Role/Back buttons will appear
If editing existing role: Save Role/Clone This Role/Delete This Role/Cancel/Back button will appear
SALES RELATED REPORTS
BANKING & GL CONFIGURATION
BANKING & GL TRANSACTIONS
BANKING & GL ANALYTICS
Tips and Tricks:
To avoid mistakes in editing, Clone an existing Role and set the Current Status to Inactive