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<< back to knowledge base Adding a new user Adding an exchange rate source Adding default transports terms Adding email templates Billing Settings Deleting a user Editing a user Assigning department to the user Getting reports Excluding addresses from suggestions Sending emails - default email address Setting an organization as VAT payer Setting custom mail sender Setting and changing statuses only by authorized user Setting default currency and due days for billings docs Setting default currency for transport docs Setting default language for documents and contractors

administration

Setting permissions

  1. Select settings>users/groups from the menu.
  2. Click on the name of a given user/group.
  3. In the details, in the top right corner of the site, click on the pencil icon (edit).
  4. Click Permissions and select the proper checkbox.
  5. Click the save button.

By default, permissions are not verified. To activate checking permissions:

  1. Go to settings>system from the menu.
  2. Mark the 'permissions active' checkbox.
  3. Click the save button.

User's permissions are the sum of permissions:

  • directly assigned to the user,
  • from active groups assigned to the user.

Activated permissions disable modification of docs of billed status including related documents, actions and cargos.

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