Within Access Financials, you can set security profiles as the default admin and the default user. These defaults are used when members in Access Evo are set as users of Access Financials.
To create a user:
Click the Financials Menu, then click System.
Click Profiles, then select the profile and click Edit.
Select either Default Admin or Default User, then click Save.
The following options appear in Access Evo for Access Financials:
No Access | No access to this instance of Access Financials. |
Administrator | Can use Access Financials, and initially assigned to the default admin security profile. |
Approver | Can use the Approve section with this instance of Access Financials. |
User | Can use Access Financials, and initially assigned to the default user security profile. |
Administrators can then assign administrators and users to different security profiles within Access Financials.