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User permissions to use in-tray

jenni

Hi,

What settings do I tick/need for an employee to access in-tray for purchases entry?

I have already selected them to have access to purchases and sales.

Is there something within the purchases role that I need to tick?

Using Account Right 2020.2.2

Thanks,

Jenni

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User settings

Accepted answers

Jesh_D

Hi @jenni

Thank you for your post.

To enable another user access to In Tray, you need to go into the Manage Roles tab of the User Access section. Please be sure to check all tick boxes that you want the user to have access to.

I have included a link to a Help Article that has instructions on how to do this Set up roles.

Please let me know if you have any further questions.

All comments

jenni

Thank you for your answer. I failed to see "In-Box" at the top of the Purchases list.

Hopefully all good now.

Just another question if you don't mind... Do I have to click "save" and then go online to save the changes, or just change and exit?

Thanks,

Jenni

Jesh_D

Hi @jenni