Permissions

The Permissions page allows administrators to control user access to specific modules and pages within the system.

What Are Permissions?

Permissions determine whether a user can access specific modules or pages (e.g., restricting access to "Accounts Expenses"). Without permission, the user cannot view or interact with that page or module.

How to Set Permissions

Step 1: Select a User

1. Use the dropdown at the top to select the user.
2. The active modules for the user will display.

Step 2: Activate/Deactivate Modules

• To grant full access to a module:
  • Click YES under the "Activate" column.
• To restrict module access:
  • Click NO under the "Activate" column.

Step 3: Add Permissions for Specific Pages

1. Click Pages under the "View" column for the selected module.
2. Search for or locate the desired page in the "Account Pages" section.
3. Click Add in the "Action" column for the page.

Step 4: Configure User Actions

1. In the "User Permissions" section:
   • Locate the page and click Actions (or More → Actions).
2. Select actions the user can perform:
   • Edit: Allows editing of records/items on the page.
   • Delete: Grants permission to delete records/items.
   • Create: Enables creating new records/items.
   • Approve/Disapprove: Allows managing approval statuses.
3. Click Save to confirm the changes.

Step 5: Remove Permissions

1. Locate the page under "User Permissions."
2. Click More → Delete to remove the permission.

Repeat the steps for additional modules or pages as needed.

Permissions User Guide Video