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Add managers to account

User prerequisites:

Master Administrator Permission or

Administrator Permission

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.

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