User Access
- 3 years ago
Hi algonsteel
AccountRight does have a series of default roles each with a different set of restrictions. The good news is that users can update these restrictions via Setup>>User Access>>Manage Roles. So, in your case, you navigate to the Manage Roles>>Select Purchases for example, and then tick General -- Allow Delete/Reverse. This would give anyone with the Purchases role access to delete or reverse transactions (without needing to give them other roles).
Also, a really good tip on the Manage Roles is that if you right-click a Role on the left-hand side you can select Duplicate Role. This gives you a new role to which you can grant to a user. So, you might have two staff members that need to enter sales but one needs that delete/reverse access you can set up the role minus that delete/reverse, duplicate the role, enable that access for that other role. You can then go to the Manage Users to grant the necessary role to each user.