Access control

[ngozi]

Hi,

I just started using cloud edition and one my major attractions is that I can restrict users. Nevertheless I added a user and wanted him to do only sales matters but I noticed that he still sees my summary. Please how can I restrict him from viewing my summary and other financial details?

Thanks.

[lubos]

This guide explains how to create users with user permissions.

Create users

Users are discrete identities authorized to log into a business hosted in either the server or cloud editions of Manager. Users can represent: Individual persons Departments (such as marketing or production planning) Locations (such as a branch office) They are granted permissions by an administrator consistent with their assigned duties. Examples Accounting personnel might have full access to all tabs and functions. Sales staff might only be able to create customers and generate sales …