User Access

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Experienced Cover User Chincivil
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Experienced Cover User
Australia
Chincivil
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User Access

Good Afternoon Everyone,

 

I have given my Admin Assistant User Access to Purchases only so she can enter the Invoices. Is there any way that I can give her access to Cards for Suppliers only and access to delete an incorrectly entered Invoice?

 

Any advice would be most appreciated.

 

Loretta Martin

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Valued Cover User Banana1
137 Posts
Valued Cover User
Australia
Banana1
Valued Cover User

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Accepted Solution Solved

Re: User Access

Hello @Chincivil,

 

From User Access if you click on Manage Roles > Cards > Cards you can elect exactly which type of cards can be accessed through that role and whether you wish to give her Read or Read & Write access to them.  Keep in mind that when adjusting roles, the access that you provide/restrict is universally applied to other users that are checked off against that role.

 

To give her access to delete Purchases under Manage Roles > Purchases > General you will need to place a tick in [] Allow Delete/Reverse.

 

Hopefully that helps you out.

 

Regards,
Mat

Experienced Cover User Chincivil
9 Posts
Experienced Cover User
Australia
Chincivil
Experienced Cover User

11Posts

5Kudos

0Solutions

Re: User Access

Thanks Mat,

 

Very much appreciated.

 

Regards,

 

Loretta

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