Davidv
2 years agoTrusted Partner
The solution to this is:
Go to Setup>User Access
Next Select "Manage roles"
Right Click on "Purchases" and select Duplicate Role. A copy of Purchases appears at the bottom of the list.
Highlight the words "copy of purchases" and rename it. I used "Capture App User"
Once created click on the new role to edit access.
Delete the dashes beside all areas except "Banking" and "Purchases" Once all others are blank, go to "Banking" and untick everything except "In tray". Repeat for "Purchases". So now check that only the " In tray" ticked in any of the sections. Once done hit save.
Invite users as normal for staff who may have documents to upload.
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