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jenni's avatar
jenni
Experienced Cover User
5 years ago
Solved

User permissions to use in-tray

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 purchas...
In-Tray
User settings
  • Jesh_D's avatar
    Jesh_D
    5 years ago

    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.

Jesh_D's avatar
Jesh_D
Former Staff
5 years ago

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.

  • jenni's avatar
    jenni
    Experienced Cover User
    5 years ago

    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's avatar
      Jesh_D
      Former Staff
      5 years ago

      Hi jenni 

      We are always happy to help. 

      When you click out of Manage Roles a pop should ask you to save. This will save all your changes you have made in the software and then you can exit accordingly. 

      Let me know if you need further clarification or if you have any more questions.

      • jenni's avatar
        jenni
        Experienced Cover User
        5 years ago

        Thanks for your reply Jesh, 

         

        If I click save, it prompts me to go online to save changes.  Do I need to then logon to my account to save changes, or is this an unnecessary prompt?

        If I say “no”, does it still save?

         

        Thanks,

         

        Jenni

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