Manage Financial Document Viewing Permissions

  • Updated

Customising Financial Document Access

  • Administrators can now specify which financial document types web-user roles can view.
  • There are eight distinct financial document types:
    1. Sales Opportunities
    2. Quotations
    3. Proforma Invoices
    4. Invoices
    5. Purchase Orders
    6. Credit Notes
    7. Delivery Notes
    8. Applications for Payments
  • Previously, these were grouped under a single category, 'financial documents'.

Benefits of Customised Access

  • Allows for precise control over document visibility.
  • Enhances security by limiting access to sensitive financial information.
  • Facilitates role-specific access, improving workflow efficiency.

Setting Permissions for Financial Documents

Accessing Web User Roles

To modify web user permissions, go to Account Settings > Settings > Web Users > Roles.

Use the tick boxes to allow or disallow roles from performing specific actions.

Financial 1.png

Adjusting Financial Document Permissions

  • Scroll down to the financial actions section.
  • Select or deselect the document types each role can access.
  • Ensure that only authorised users have access to sensitive financial documents.

Conclusion

By customising financial document access, administrators can enhance security and streamline operations. Adjust permissions through the Account Settings to ensure that web users have appropriate access based on their roles.

 

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