Add managers to account
User prerequisites:
Master Administrator Permission or
Process prerequisites:
None
The user with manager permission can view the accounting data of all the accounts of which he is manager, and can manage these accounts through charts, summaries and reports. Charts and summaries can be viewed in the Home view, and reports can be generated and scheduled in the Reports view.
To add managers to account > view Accounts > on the list select the account > action Open > tab Managers > action Add > on the list select the user > Add & Close
NOTE
To add more than one manager after selecting it, click on Add, in this way, the screen with the user list will remain open, facilitating the next additions.