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August 2021
August 2021
I have a user that needs to be able to delete POs, however I dont want to give her access to Payroll or Reports. If I give her access to Purchases, Banking, Cards etc. then she cant delete a PO, however if I give her access to Bookkeeper she can, BUT, she then also has access to Payroll.
What can I do about this?
TIA, Jo.
Solved! Go to Solution.
September 2021
September 2021
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.
September 2021
September 2021
Thanks that worked a treat.