Setting up a User (restricting areas)

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Experienced Cover User JNRCivil
13 Posts
Experienced Cover User
Australia
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Setting up a User (restricting areas)

Good Morning

 

We have a new employee started which I want to add into the Accountant/Bookkeeper section (as she is a bookkeepr) but delete payroll from their view at this stage - If I when I go into Manage Roles - untick the payroll section will that also be removed from our External Accountant who also is under the Accountant/Bookkeeper section ? 

or can each user be modified 

If it changes it across the board how do we set up new Roles so we are able to manage what the user has access to etc.

Thanking you in advanced :-)

 

 

2 REPLIES 2
Former Staff Gayathri
1,144 Posts
Former Staff
Former Staff

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Re: Setting up a User (restricting areas)

Hi @JNRCivil,

 

Thank you for the post!

 

You can duplicate roles by going to manage roles > right click on role > duplicate role.

 

Do let us know how it goes.

 

Thank you.

Cheers,
Gayathri

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Experienced Cover User JNRCivil
13 Posts
Experienced Cover User
Australia
Experienced Cover User

13Posts

4Kudos

0Solutions

Re: Setting up a User (restricting areas)

Thankyou Gayathri that works perfectly - much appreciated for quick response 

Have a great day :-)

 

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