Edit users in v27 and above
Description

The Manager user, or a user with the Administrator permission can edit users.

Cause
Resolution

Edit a user

  1. Click Settings then click User Management and click Users.



  2. Select the user whose access rights you want to amend then click Edit.
  3. Click the required option you want to amend on the left:

    User Type

    Choose the type of user. Only the manager or an administrator has permission to change the user type

    • Standard - Basic processing, you can choose which modules of the software they can access
    • Accountant or Bookkeeper - Access to company data and access to add further accountants or bookkeepers
    • Administrator - Full access to all functions. Administrator accounts must have a password.
    • Read only - View data but can't post

    Profile

    To change the password settings click Change Password

    Level of Access

    Select the areas in the software you want the user to have access to

    If you withdraw access to certain options in the software, the system also withdraws access to associated options.

    NOTE: This option is only available for Standard and Accountant user types. Managers and Administrators automatically have full access.

    Remote Access

    Amend the user's remote access settings

    Confirmation

    This gives you a chance to check the settings before you apply them

  4. Click Finish then click Save and click Close.
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