Specify Who Can Mark Invoices as Paid

In BigChange, you can control which web users have the permission to mark invoices and purchase orders (POs) as paid. This article will guide you through the steps to edit these permissions for different user roles.

Accessing Web User Permissions

• Select the Account settings icon in the top menu.
• Select Settings.
  1. Select Web Users from the menu.
  2. Select Roles

Editing Role Permissions

• From the Web Users side menu, select Roles.
• Scroll down to find the Financial actions section.
• Tick or untick the box for 'Mark invoice or purchase order as paid' to allow or disallow this action for the selected role.

Applying Changes to Resources

• If a Resource is within a role that has been denied the option to mark invoices or purchase orders as paid, they will no longer see this option when viewing financial documents in the CRM.

Conclusion

By following these steps, you can easily specify which web users have the permission to mark invoices and purchase orders as paid in BigChange. This ensures that only authorised personnel can perform these financial actions, enhancing your control over financial processes.

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