"Edara" allows permissions to be granted or revoked to select receivable accounts to ensure data security. This article explains how to grant permission for an account within the system.
Granting/Revoking Permission for Notes Receivable Accounts
Go to “Users”.
Open the “Data Permissions” page.
Choose the user or group of users to grant permission.
Select “Accounting”.
Choose “Notes Receivable 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 receivable account, you can follow the same steps above and simply uncheck "☑" 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.