Roadmap setting up Accountancy

 

General

For managing e-Captain users and access you go to the Rights/Users option in the Home menu. In many cases you have to set up rights for a specific module and rights in the Management Centre.

Learn more about user/rights management on the page Rights and Users.

The rights are subdivided in a few options:

lees-rechten Read only rights
toevoegen-rechten Add rights
bewerken-rechten Change rights
verwijderen-rechten Delete rights
mappen-beheren-rechten Folder management rights (Only with Website Management and Mailing)
selecteer-alles-rechten Select all rights at once

Accountancy module

  • Go to Rights/Users in the Home menu, select the user and click Edit
  • Select the Accounts part
  • Check the desired rights
  • Click Save

 

accountancy-001

Rights in Management Centre

  • Select the Management Centre part
  • Search for Accountancy
  • Check the desired rights
  • Click Save

 

accountancy-002

 
 
 

This page was last updated on: 3 September 2018