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

 
 
 

Get the most out of e-Captain!

e-Captain has a very extensive Member Management package. We offer several basic trainings which teach you to work with e-Captain in an accessible way.  The trainings take place at our office in  's-Hertogenbosch.

View our trainings

 

TeamViewer

To be able to support you optimally, it can be easy to look with you on your computer from a distance. We use TeamViewer to do this. TeamViewer makes it possible to take over your computer from a distance.

 Download TeamViewer

 

This page was last updated on: 3 September 2018