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.


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To configure user access: 

1. Hover over the Accounting icon.

2. Choose Configuration. This will take you to the Configure Payees page.



3. Select the Users tab. This will take you to the Configure Users page.




4. Locate the user using the search field. if you are looking for a user at a branch agency, you can use the top Show All dropdown to filter by agency. 




5. Once you locate the user, select Edit. This will take you to that respective users accounting permissions page.




6. To provide access:

a. You can choose a role for a user using the Select an option... dropdown so that access options are pre-selected. (I.E. CSR, Reporting Only, etc.)  

b. Check/uncheck the boxes under each product/role to provide access you would like a user to have.


7. Select Save when done. Repeat these steps for each branch and user.


We hope this workflow article was helpful in learning how to configure users for Accounting product access. Please let us know if this article was helpful by answering the question below. Check out our related articles on the right-side of the page to learn more about EZLynx!