Assign manager permission
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 assign the account manager permission to the user > view Users > menu Users > on the list select the user > action Open > tab Managed accounts > action Add > on the list select the account that the user is manager > Add & Close
NOTE
To add more than one account, after selecting it, click Add. By doing this the screen with the list of accounts will remain open, facilitating the next additions.
