Managing User Permissions

What are User Permissions?

Administrators can control user permissions for various reports based on different user roles within the company. It also helps ensure that sensitive information is only available to users who require it.

Regardless of whether a user has access to a specific category, if a report is not ticked they won't be able to see it.

How do I manage User Permissions?

To manage user permissions, navigate to Settings and select User Management.

Locate the user whose permissions you want to update and click the three-dot menu on the right-hand side of their name. From the available options, select Permissions.

Reports with a tick beside them indicate that the user has access. To remove access, untick the relevant report. To grant access, tick the corresponding checkbox.

As an example, under the Finance Category, there are 3 reports; Profit & Loss, Aged Debt, and Aged Credit. You might only want to give some users access to the Aged Debt report. Untick the Access box on the Profit & Loss and Aged Credit report to remove access.

You will see all reports under each category in your list of accessible reports.

Click update to confirm any changes or click cancel to exit