Profile Types control what each user can do in the software. For example, you can give a user permission to raise purchase orders only, while preventing them from raising invoices or running period-end processes.
Create a new Profile Type
To create a new Profile type please follow the steps below:
Click System Set-up.
Click Users & Access Profiles.
Click the Add Access Profile icon.
Enter a Profile Name and Profile Description.
Select relevant permissions for the profile using the menus.
Click Submit or Submit and Add Another.
📌Note: Only Master Users can assign or amend user profiles.
Assign a Profile Type
Click System Set-up.
Click User and Access Profiles.
Click the User Access tab.
Find the user within the list and double-click the Profile column.
Select the relevant profile from the drop-down menu.
Click Save.
📌Note: If a user has under the profile column "Unassigned" they will have limited access to the software, until you will assign them the desired profile type.