Permissions for Financials menu

Permission is required to access the Financials tool. Financials currently contains four tabs - UnArchive, GL Codes, Merchant Accounts, and Payment Options.

Instructions

Step-by-step guide to configuring permission to access Financials.

(Navigation: Settings / Users & Groups)

1. From the main menu, click Settings

2. Click the Users & Groups menu

   Open

   

    

3. Select the Groups tab

   Open

   

4. Click Finance

5. From the Finance card, permissions can be enabled accordingly

6. Enable Edit Archive / UnArchive

7. Enable Edit GL Codes

8. Enable Edit Merchant Accounts

9. Enable Edit Payment Options

10. Click Save

11. If a User doesn't have any of the above permissions, this message will appear when clicking on Financials from the main menu

     

12. After modifying a group and enabling the permissions, this user group can then be added to a User from the User Maintenance screen (Settings / Users / User Details / User Group)

     

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