User Permissions — Edit

The User Permissions form in Manager allows you to control the level of access each user has to a specific business. This guide explains how to edit user permissions using the fields provided in the form.

Accessing the User Permissions Form

1. Navigate to the User Permissions section within your business.
2. Click on an existing user to edit their permissions or click Add New to create permissions for a new user.

Fields in the User Permissions Form

The User Permissions form contains the following fields:

Username

Enter the Username of the user. This must be identical to the username set under the Users tab. Ensure there are no typos or differences in capitalization to match the usernames exactly.

Access Type

The Access Type field determines the level of access the user will have to this specific business. There are two options:

• Full Access: Select Full Access to grant the user complete access to the business. Users with full access can:

  • View and modify all data within the business.
  • Use the Backup button to download an entire copy of the business onto their computer.

• Custom Access: Select Custom Access to configure specific access permissions. With custom access, you can:

  • Specify which tabs the user can access (e.g., Sales Invoices, Bank Accounts, Reports).
  • Determine access levels for screens under the Settings tab.
  • Control the user's ability to view, create, edit, or delete data within permitted areas.

Configuring Custom Access

After selecting Custom Access, you will see additional options to fine-tune the user's permissions:

1. Tabs: Check the boxes next to the tabs you want the user to access.
2. Reports: Select specific reports the user can view.
3. Settings: Grant access to particular settings if necessary.

Adjust these settings carefully to provide the user with the access they need without compromising sensitive information.

Saving Changes

Once you have entered the username and selected the appropriate access type:

1. Review the permissions to ensure accuracy.
2. Click the Update button to save the changes.

The user's permissions are now updated according to your configurations.

Tips for Managing User Permissions

• Consistency: Always double-check that the username matches exactly with the one under the Users tab.
• Security: Grant the least amount of access necessary for the user to perform their duties.
• Review Regularly: Periodically review user permissions to adjust for role changes or updates in responsibilities.

By effectively managing user permissions, you maintain control over your business data and ensure that users have access to the right information at the right time.