It is important to give each accounting user the appropriate access levels for each branch required to complete their Accounting responsibilities. Any Accounting Admin can configure users’ access.

 

To configure user access: 

  • Click on the Accounting icon - And hover back over it to select Configuration. 
  • Navigate to the Users tab in the blue ribbon at the top. 
  • Locate the user using the search field.
  • Click Edit to the right.


For agencies with branches:

  • Select the branch of choice using the Show All drop-down, to the left of the Search field.
  • For additional user access, click Edit to the right of the user.
  • You may optionally choose a role for a user, so that access options are pre-selected. (I.E. CSR, Reporting Only, etc.)
  • Or, manually select the access you would like a user to have, by checking and un-checking the boxes under each product/role.
  • Be sure to click Save in the bottom-left, when done.
  • Repeat these steps for each branch and user.