“Edara” allows you to grant or remove access permissions to the Notes Payable Accounts, ensuring data security.
In this article, we’ll walk you through how to assign permissions to accounts within the system.
Granting Permission for Notes Payable Accounts
Go to “Users”.
Open the “Data Permissions” page.
Choose the user or group of users to grant permission.
Select “Accounting”.
Choose “Notes Payable Accounts”.
Click “▶”.
Grant permission to “Accounts” by checking the ▢ box.
Click on “Save”.
Note: If you want to revoke a user’s access to a specific Notes Payable Account, follow the same steps and simply uncheck the box ☑ next to the account name.
If you encounter any challenges or have any questions during these processes, you can contact our technical support team, which is ready to assist you.